8am-9am ET: Masters & Zentner

8am-9am ET: Masters & Zentner

Bernstein's Seth Masters says risk premiums are too low right now. Morgan Stanley's Ellen Zentner says the Fed's outlook is too lofty. They join Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Episoder(4341)

Single Best Idea with Tom Keene: Constance Hunter & Wendy Schiller

Single Best Idea with Tom Keene: Constance Hunter & Wendy Schiller

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Constance Hunter & Wendy Schiller. Watch Tom and Paul...

11 Sep 20244min

Bloomberg Surveillance TV: September 11, 2024

Bloomberg Surveillance TV: September 11, 2024

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO-Rob Casey, Signum Global Partner & Senior Analyst-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist...

11 Sep 202425min

Markets Price in the Latest CPI and Trump-Harris Debate

Markets Price in the Latest CPI and Trump-Harris Debate

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 11th, 2024Featuring: Ebrahim Rahbari, independent economist an...

11 Sep 202440min

Instant Reaction: Trump and Harris Debate

Instant Reaction: Trump and Harris Debate

Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign ...

11 Sep 202420min

Single Best Idea with Tom Keene: Bill Smead & Jennifer Lawless

Single Best Idea with Tom Keene: Bill Smead & Jennifer Lawless

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bill Smead & Jennifer Lawless. Watch Tom and Paul LIV...

10 Sep 20245min

Bloomberg Surveillance TV: September 10, 2024

Bloomberg Surveillance TV: September 10, 2024

-Peter Tchir, Academy Securities Head of Macro Strategy-Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster-Jitania Kandhari, Morgan Stanley Investment Management Deputy C...

10 Sep 202425min

Market Impact of Rate Cuts and Politics and the iPhone Reveal

Market Impact of Rate Cuts and Politics and the iPhone Reveal

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 10th, 2024Featuring: Jane Foley, Chief FX Strategist at RaboBa...

10 Sep 202429min

Single Best Idea with Tom Keene: Andrew Hollenhorst, French Hill, & Jurrien Timmer

Single Best Idea with Tom Keene: Andrew Hollenhorst, French Hill, & Jurrien Timmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Hollenhorst, French Hill, & Jurrien Timmer. Wa...

9 Sep 20247min

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