Bloomberg Surveillance TV: May 1, 2025

Bloomberg Surveillance TV: May 1, 2025

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Dan Ives, Global Head: Technology at Wedbush Securities
- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets

Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, discusses his most recent S&P 500 target and his outlook for US equities amid continued uncertainty over US tariffs. Brian Gardner, Chief Washington Policy Strategist at Stifel, talks about the Trump admin's economic policies and flexibility in pivoting and adjusting its approach to tariffs. Dan Ives, Global Head: Technology at Wedbush Securities, discusses Big Tech earnings, previews Apple, and talks Tesla leadership. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and whether Treasuries are set to fall.

See omnystudio.com/listener for privacy information.

Episoder(4363)

Swagel: too soon to tell if bank regulation working

Swagel: too soon to tell if bank regulation working

Milken Institutue's Phillip Swagel discusses the future of large banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

29 Feb 201611min

Emos: markets unclear about fiscal direction

Emos: markets unclear about fiscal direction

Leader Capital's Ben Emos says markets are unclear about fiscal policy because of the uncertainty surrounding the presidential elections on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

29 Feb 20168min

Emos: markets don't agree that fundamentals are improving

Emos: markets don't agree that fundamentals are improving

Leader Capital's Ben Emos says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

29 Feb 201612min

7am-8am ET: Emos & Swagel

7am-8am ET: Emos & Swagel

Leader Capital's Ben Emos discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Swagel talks about regulation and breaking up the banks. A...

29 Feb 201642min

Arment: Honeywell offer likely won't be the last

Arment: Honeywell offer likely won't be the last

Sterne Agee's Peter Arment says that Honeywell will probably follow up on its bid for UTX with a better offer. He joins Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

Raymond James' Kevin Giddis says that the world's economies are struggling with two big problems: low inflation and low growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

26 Feb 201611min

Davidowitz: retailers have got their new priorities right

Davidowitz: retailers have got their new priorities right

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are wise to scale back stores and invest more in their online presence. He joins Tom Keene and Michael McKee on Bloomberg Surveil...

26 Feb 20168min

Davidowitz: America's middle class has been decimated

Davidowitz: America's middle class has been decimated

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are struggling because Americans have less and less disposable income. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

26 Feb 201612min

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