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(4445)

Levy: Fed is struggling to boost aggregate demand

Levy: Fed is struggling to boost aggregate demand

Berenberg's Mickey Levy says that the Fed is finding it hard to translate policy into action. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

4 Mar 20168min

Levy: Europe is overly dependent on Draghi

Levy: Europe is overly dependent on Draghi

Berenberg's Mickey Levy says that the ECB is the backstop for Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 201612min

8am-9am ET: Levy & Gross

8am-9am ET: Levy & Gross

Berenberg's Mickey Levy counts down to the U.S. monthly jobs report, while Janus Capital Management's Bill Gross analyzes the numbers as they come out. They join Tom Keene and Michael McKee on Bloombe...

4 Mar 201642min

Mather: negative rates already counterproductive in Europe

Mather: negative rates already counterproductive in Europe

PIMCO's Scott Mather says that the ECB's loose policy is damaging the financial sector in Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

4 Mar 201611min

Mather: if Fed waits too long, it faces impossible situations

Mather: if Fed waits too long, it faces impossible situations

PIMCO's Scott Mather says that in the course of this year, the market will go from worrying about deflation to expecting an overshoot on inflation targets. He joins Tom Keene and Michael McKee on Bloo...

4 Mar 201611min

Koesterich: gold is working well for portfolios

Koesterich: gold is working well for portfolios

BlackRock's Russ Koesterich says that gold is reasserting itself as a hedge. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 20168min

Koesterich: market doesn't know what to make of the jobs report

Koesterich: market doesn't know what to make of the jobs report

BlackRock's Russ Koesterich says that the jobs report is full of mixed messages. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 201612min

9am-10am ET: Koesterich & Mather

9am-10am ET: Koesterich & Mather

Blackrock's Russ Koesterich & PIMCO's Scott Mather provide insight and analysis on the monthly U.S. jobs report. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

4 Mar 201642min

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