Bloomberg Surveillance

- Sam Stovall, CFRA Chief Investment Strategist - Tobin Marcus, Wolfe Research Head of US Politics and Policy - Giorgio Furlani, AC Milan CEO Sam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024 Featuring: 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anastasia Amoroso & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure -Libby Cantrill, PIMCO Head of Public Policy, -Anastasia Amoroso, iCapital Chief Investment Strategist Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024 Featuring: 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Monica DiCenso, Gautam Mukunda, & Dan Ives. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy - Stephen Trent, Citi Research Managing Director - Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow - Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income - Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024 Featuring: 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sophia Drossos & Mark Lehmann. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Brian Levitt, Invesco Global Market Strategist - Isaac Boltansky, BTIG Policy Research Director - Jill Carey Hall, BofA Securities US Equity Strategist Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 23rd, 2024 Featuring: 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Henrietta Treyz, Veda Partners Director Economic Policy Research -Earl Davis, BMO Head of Fixed Income and Money Markets -Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 22th, 2024 Featuring: 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.

Bloomberg’s Tom Keene, David Gura and Joe Mathieu break down the latest news from Washington. See omnystudio.com/listener for privacy information.

Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Abby Joseph Cohen & Alicia Reese. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Darrell Cronk, Wells Fargo Chief Investment Officer -Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist -Rob Casey, Signum Global Partner & Senior Analyst Rob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney July 19th, 2024 Featuring: Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaign Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrike Abby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets and shares her outlook on the US economy Alicia Reese, VP of Equity Research at Wedbush Securities, breaks down Netflix earnings 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bianco & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.