Bloomberg Surveillance TV: January 8, 2025

Bloomberg Surveillance TV: January 8, 2025

- Andrew Hollenhorst, Chief US Economist at Citi
- Mike Wilson, Chief US Equity Strategist at Morgan Stanley
- Mike Lawler, Republican Representative from New York

Citi Chief US Economist Andrew Hollenhorst offers his preview of this week's jobs report. Mike Wilson with Morgan Stanley talks about equity sentiment as it relates to choppiness, frothiness, and bullishness in 2025. Mike Lawler, House Representative from the state of New York, discusses how he hopes to help execute President-elect Trump's second term policy agenda.

See omnystudio.com/listener for privacy information.

Episoder(4395)

Marks: A good opportunity in distressed bonds

Marks: A good opportunity in distressed bonds

Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

18 Feb 201612min

Bloomberg Surveillance: Feb. 18, 2016

Bloomberg Surveillance: Feb. 18, 2016

Oaktree Capital's Howard Marks identifies where he sees investment opportunities. Wells Capital's Magaret Patel focuses on fixed income. BlackRock's Peter Hayes provides perspective on munis. And Bloo...

18 Feb 201642min

Le: correlations are breaking down

Le: correlations are breaking down

Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

18 Feb 201611min

Rupkey: eco data is strong, but consumers feel insecure

Rupkey: eco data is strong, but consumers feel insecure

Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

18 Feb 201611min

Pettypiece: Wal-Mart taking time to turn around company

Pettypiece: Wal-Mart taking time to turn around company

Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201611min

7am-8am ET: Porter,

7am-8am ET: Porter,

Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings and Credit Suisse's Khoa Le sits down to discuss ...

18 Feb 201642min

8am-9am ET: Sowerby, Tisch & Rupkey

8am-9am ET: Sowerby, Tisch & Rupkey

Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And Bank of Tokyo-Mitsubishi's Chris Rupkey reacts to init...

18 Feb 201642min

Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surv...

17 Feb 201611min

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