Examining the Equity Rally and Presidential Immunity

Examining the Equity Rally and Presidential Immunity

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 2nd, 2024
Featuring:

  • Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets
  • Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally
  • Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects
  • Bloomberg's Lisa Mateo with her Newspaper Headlines


Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

See omnystudio.com/listener for privacy information.

Avsnitt(4345)

AI Jitters Return as Market Plunge Baffles Traders

AI Jitters Return as Market Plunge Baffles Traders

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, November 21th, 2025Featuring:1) Cameron Dawson, CIO at N...

21 Nov 202530min

Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass

Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former Worl...

20 Nov 20253min

Bloomberg Surveillance TV: November 20th, 2025

Bloomberg Surveillance TV: November 20th, 2025

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management Nela Richardson, Chief Economist at ADP Saira Malik, Chief Investment Officer at Nuveen Angelo Zino, Senior Equity Analyst ...

20 Nov 202529min

September US Payroll Gain Beats Most EstimatesSeptember US Payroll Gain Beats Most Estimates

September US Payroll Gain Beats Most EstimatesSeptember US Payroll Gain Beats Most Estimates

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 20th, 2025Featuring:1) Jeffrey Cleveland, Director and C...

20 Nov 202527min

Single Best Idea with Tom Keene: Win Thin & Mandeep Singh

Single Best Idea with Tom Keene: Win Thin & Mandeep Singh

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Blo...

19 Nov 20253min

Bloomberg Surveillance TV: November 19th, 2025

Bloomberg Surveillance TV: November 19th, 2025

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth Frances Donald, Chief Economist at RBC Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Libby Cantrill, M...

19 Nov 202531min

Tech Spending in Focus as Nvidia Report Looms

Tech Spending in Focus as Nvidia Report Looms

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 19th, 2025Featuring:1) Carol Schleif, Chief Market Stra...

19 Nov 202535min

Single Best Idea with Tom Keene: Stuart Kaiser & Tony Crescenzi

Single Best Idea with Tom Keene: Stuart Kaiser & Tony Crescenzi

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi. ...

18 Nov 20253min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
rss-svart-marknad
svd-tech-brief
avanzapodden
borsmorgon
rss-dagen-med-di
fill-or-kill
lastbilspodden
24fragor
rss-den-nya-ekonomin
dynastin
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
rss-borslunch
bathina-en-podcast