Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 6th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Ned Lamont, Democratic Governor of Connecticut, reacts to how Democrats fared in the election
• Steph Guild, Head of Investments Strategy at Robinhood, on how retail investors are trading and traded the election
• Peter Trubowitz, professor at London School of Economics, geopolitical and geo-economic implications of the election
• French Hill, Republican Representative from Arkansas, reacts to how Republicans fared in the election

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ned Lamont & French Hill.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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- Kit Juckes, Chief FX Strategist, Soc Gen- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.comKit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 5th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Tina Fordham, founder at Fordham Global Insights, on the election and national security concerns surrounding it
• Gautam Mukunda, professor at Yale School of Management, on the election, polling, the campaign turnout operations, and the global implications of a Trump or Harris win
• Dan Tobon, Head of G10 FX Strategy at Citi, on Trump or Harris trading on election night and what could come after
• Benedikt Kammel, Aviation Team Lead with Bloomberg News, on the Boeing strike and its crippling impact

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Wendy Schiller & Gautam Mukunda.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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- Beata Manthey, Citi Global Equity Strategist- Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer- Saira Malik, Nuveen Asset Management Chief Investment OfficerBeata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 4th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Ann Selzer, Iowa pollster & President at Selzer & Co., on her most recent poll showing Kamala Harris leading Donald Trump in the state
• Jordan Rochester, Head: FICC Macro Strategy at Mizuho, offers his reaction to last week's jobs report, talks about the Fed, and gives his outlook for how markets will react to the US presidential election
• Bob Woodward, author and former Washington Post reporter, on Donald Trump, Kamala Harris, and his new book "War"
• Lisa Mateo on newspapers

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Bob Woodward & Ann Selzer.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. 

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Claudia Sahm & Ellen Zentner.

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- Rob Casey, Signum Global Advisors Partner & Senior Analyst- Mohamed El-Erian, Queens' College Cambridge- Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI

Rob Casey of Signum Global Advisors believes there will be a clear election result in the first 48 hours of the election. Mohamed El-Erian of Queens' College says the Fed will cut by 25bp next week, and the October payrolls report is not changing that decision. Jeff Rosenberg of BlackRock says the jobs report is "a downside disappointment, but the broader message is labor markets have been normalizing."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 1st, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Morgan Stanley's Ellen Zenter, & Liz Ann Sonders with Charles Schwab react to the jobs report
• Jessica Taylor, Senate & Governors editor for the Cook Political Report, discusses Senate and House races ahead of the 2024 election
• David Gura, host of the Bloomberg "Big Take" podcast, on traveling to Wisconsin, the 2024 presidential race, and other DC headlines

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On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. 

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Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. 

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Thierry Wizman, Dan Ives, & Joe Mathieu.

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow & Fmr. State Dept. Chief Economist- Seth Carpenter, Morgan Stanley Chief Global Economist- Lindsay Rosner, Goldman Sachs Asset Management Head: Multi-Sector InvestingFormer State Department Chief Economist Heidi Crebo-Rediker of the Council on Foreign Relations believes the razor-thin election will come down to turnout. Morgan Stanley's Seth Carpenter says the election will impact three key policies: tariffs, immigration and fiscal policy. Lindsay Rosner of Goldman Sachs sees great opportunity in fixed income. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 31st, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, discusses the outlook for the 2024 election, risks it creates for investors, and how the momentum's swung in recent days
• Dan Ives, Senior Equity Strategist at Wedbush Securities, reacts to Microsoft and Meta earnings and previews the rest of Big Tech earnings this week
• Brian Levitt, Global Market Strategist at Invesco, on his three drivers for markets amid election and geopolitical noise
• Michael Froman, president at Council of Foreign Relations, discusses his Foreign Affairs article on tariffs and outlook for potential Harris & Trump administrations

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Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana.  

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Nick Colas & Dennis Gartman.

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Dirk Willer, Citi Global Head: Macro Asset Allocation- Claudia Sahm, New Century Advisors Chief EconomistKatrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better than frankly we went into the pandemic with."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 30th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Nick Colas, co-founder at DataTrek Research, discusses the great bond freak out, markets pricing in the Trump-Harris race, and whether Europe can get its mojo back
• Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on Alphabet and other tech earnings
• Lindsay Newman, geopolitical risk expert and columnist at GZero Media, on the 2024 presidential race and the "sliding doors" moment for the world
• Randy Schwimmer, Vice Chairman of Investor Solutions Group at Churchill Asset Management, on the velocity in private credit and why it's "adapt or die" time for credit managers

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Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. 

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with David Malpass, Anurag Rana, & Katy Kaminski.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Jon Lieber, Eurasia Group Managing Director- Jessica Taylor, The Cook Political Report Senate and Governors Editor- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment OfficerJon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, probably the senate races go." Lisa Shalett of Morgan Stanley says the possibility of an "inflation boomerang" this year is rising. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 29th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Stephanie Roth, Chief Economist at Wolfe Research, gives a preview of Friday's jobs report and discusses the threat of tariff policy
• David Malpass, former head of the World Bank, talks about the health of the US economy and global economies and what's ahead for the World Bank in a Trump or Harris presidency
• Anurag Rana & Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, join to preview this week's big tech earnings
• Mike Shepard, Executive Editor for Bloomberg News, on the 2024 election and DC headlines

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- Ed Yardeni, Yardeni Research President- Mark McCormick, TD Securities Global Head of FX Strategy- Henrietta Treyz, Veda Partners Director - Economic Policy ResearchEd Yardeni of Yardeni Research says the "bond vigilantes are definitely mounting up" ahead of the election. Mark McCormick of TD Securities says, "The US equity market still offers probably the best risk-adjusted performance relative to other classes." Henrietta Treyz of Veda Partners says "the street is even more bullish" on Trump winning the election than the prediction markets.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 28th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Henrietta Treyz, Managing Partner at Veda Partners, on the Trump-Harris race and the 2024 election
• Hugh Johnson, Chairman at Hugh Johnson Economics, offers his thoughts on how Harris' and Trump's economic policies will play out and whether we're on the cusp of a bear market in equities
• Jack Devine, founder of The Arkin Group, on Israel's response to Iran and whether it could lessen tensions in the Middle East
• Lisa Mateo on newspapers

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 25th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring:

• Aneeka Gupta, Director, Macroeconomic Research at WisdomTree, offers her view on gold, US equities, and European stocks
• Joe Mathieu, host of Bloomberg's "Balance of Power," discusses DC headlines and the latest on the 2024 race
• Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, discusses his views on the Fed, how the market's pricing in the election, and the benefits of divided government
• Lisa Mateo on newspapers

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Ed Mills, Raymond James Washington Policy Analyst- Mohamed El-Erian, Queens' College Cambridge President & Bloomberg Opinion columnist- Sonia Meskin, UBS Investment Bank Senior Economist Ed Mills of Raymond James believes there will be clarity on the winner of the election that night or early on Wednesday. Mohamed El-Erian of Queens College Cambridge says, "There is no other payment system to replace the dollar payment system, but you can build pipes around it." Sonia Meskin of UBS estimates, "Kamala Harris would probably extend the deficit by about $2 trillion, whereas Trump would extend by just over $4 trillion." 

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Daleep Singh, Deputy National Security Advisor, International Economics- Kevin McCarthy, Fmr. House Speaker- Binky Chadha, Deutsche Bank Chief Global Strategist/Head of Asset AllocationDeputy National Security Advisor of International Economics Daleep Singh says "tariffs alone are not a path to prosperity." Former House Speaker Kevin McCarthy says he believes there is a 60% chance Trump wins the election. Binky Chadha of Deutsche Bank says, "Historically, presidential elections haven't really changed the business cycle." 

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 24th, 2024Featuring:

• Anastasia Amoroso, Chief Investment Strategist at iCapital, shares her thoughts on private markets and what's playing out currently in the equity and bond markets
• David Gura, host of Bloomberg "Big Take" podcast, on the new Bloomberg News/Morning Consult poll and the 2024 election
• Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's blowout quarter
• Nadia Calvino, president of EIB, on the IMF meetings in DC this week, how Europe is supporting Ukraine, and the EIB's goals

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. 

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Bob Doll & Frances Donald.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies- Evan Roth Smith, Blueprint- Matt Hornbach, Morgan StanleyBen Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Hornbach of Morgan Stanley says, "What we've been telling investors is to hug their benchmarks tightly, and wait for opportunity to rise in the wake of the election." 

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

Featuring:

• Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes
• David Kelly, Chief Global Strategist at JP Morgan Asset Management, on living in a post-cycle world and the good and not so good news for the US and global economies
• Ernie Tedeschi, Director of Economics at the Yale Budget Lab, talks about his Bloomberg Opinion piece on the cost of Donald Trump's tariff proposals
• Kristen Bitterly, Head: Wealth At Work at Citi, discusses positioning for this market and gives her outlook for the US economy

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Mike Wilson & Brian Belski.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead- Torsten Slok, Apollo Management Chief Economist- Brent Schutte, Northwestern Mutual Life Insurance Chief Investment OfficerKurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says that the totality of US economic data points to the 'no landing scenario.' Brent Schutte of Northwest Mutual says 'investors are way too optimistic the Fed will cut rates in a neat and tidy way.' 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024Featuring:

• Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley, on whether the equity rally could soon stall, and also discusses the market impact of this earnings season and the 2024 election
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, discusses the equity bull market
• Wendy Schiller, professor at Brown University, on two weeks to go to the 2024 presidential election as well as other DC headlines
• Francisco Blanch, Head: Global Commodities, Equity Derivatives and Cross-Asset Quantitative Investment Strategies at Bank of America Securities, on oil, copper, gold, and an effective commodities play in 2024 and post-election

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- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist- Jim Caron, Morgan Stanley Co-CIO - Aditya Bhave, BofA Global Research Senior US Economist

Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David Gura.October 21st, 2024Featuring:

• Kathy Bostjancic, Chief Economist at Nationwide, discusses why a November rate cut isn't guaranteed at the next FOMC meeting
• Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and the closing strategies for Kamala Harris & Donald Trump
• Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, talks about why she remains bullish on US stocks and offers her outlook for the US economy
• Lisa Mateo on newspapers

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- Anastasia Amoroso, iCapital Chief Investment Strategist- Lindsey Piegza, Stifel Chief Economist- Kit Juckes, Soc Gen Chief FXiCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024Featuring:

• Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets
• Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals
• Gautam Mukunda, lecturer at Yale University, on politics & the 2024 presidential race
• Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&A activity in 2024 and what to expect into the new year

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

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Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024Featuring:

• Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets
• Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook
• David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines
• Lisa Mateo on newspapers

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- Governor Ned Lamont (D) Connecticut- Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy- Jeremy Stretch, CIBCConnecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold." 

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- Elyas Galou, BofA Securities Senior Investment Strategist- Keith Lerner, Truist Co-CIO/Chief Market Strategist- Julia Coronado, Macropolicy Perspectives President and FounderElyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut in November.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024Featuring:

• Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment
• Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams are "listening for the quiet"
• Lakshman Achuthan, founder of ECRI, joins to break down his reading of the current economic cycle and why US inflation may persist and not soften in a linear fashion
• Kailey Leinz, host of Bloomberg's "Balance of Power," on the 2024 presidential race and John Micklethwait's interview with former US president Donald Trump

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Chuck Clough & Katy Kaminski.

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- Max Kettner,  HSBC Chief Multi-Asset Strategist- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income

Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long time."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 15th, 2024Featuring:

• Chuck Clough, Chairman at Clough Capital, discusses current market trends and risks as well as how earnings are impacting investors
• Jennifer Lawless, University of Virginia professor, on the 2024 presidential race
• Mark Kimmitt, Retired Brigadier General, on the conflict in the Middle East
• Lisa Mateo on newspapers

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Join Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr LIVE on YouTube weekday mornings. Join us on YouTube, starting at 7am ET.     WATCH HERE: http://bit.ly/3vTiACF

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 - Lori Calvasina, RBC Capital Markets Head of Equity Strategy- Nela Richardson, ADP Chief Economist- Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy  Lori Calvasina of RBC Capital Markets says investors are in wait-and-see mode until after the US election. Nela Richardson of ADP predicts the October jobs report "is going to be really, really clouded." Kate Moore believes 3Q revenue growth will be solid, but not blockbuster. 

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Simon Johnson.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 14th, 2024Featuring:

• Simon Johnson, Professor: Entrepreneurship/Head: Global Economics at MIT Sloan School of Management, on winning the 2024 Nobel Prize in Economics
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses whether there's potential for a downtown in US equities amid the presidential election and geopolitical uncertainty
• Johanna Chua, Head of Asia Pacific Economic and Market Analysis at Citi, joins to talk about China's fiscal announcement this weekend and gives her outlook for China growth
• Amrita Sen, founder and Director of Research at Energy Aspects, talks about the outlook for energy and oil

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Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.

On Apple: http://apple.co/3Eyz9EX     On Spotify: http://spoti.fi/45IG5LR     Anywhere: http://bit.ly/460OMka 

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- John Stoltzfus, Oppenheimer Chief Investment Strategist- Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst- Lara Rhame, FS Investments Chief US EconomistJohn Stoltzfus of Oppenheimer says the American consumer is "remarkably resilient." Gerard Cassidy of RBC responds to earnings from JPMorgan and Wells Fargo, saying the industry "just doesn't have the risks that it had in those past periods." Lara Rhame of FS Investments calls inflation a "mild headache that still isn't going away." 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 11th, 2024Featuring:

• Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, reacts to today's bank earnings and offers his outlook for bank earnings season
• Leslie Falconio, CIO & Head of Taxable Fixed Income Strategy at UBS Financial Services, on the soft landing scenario and why she thinks it won't lead to a large decline in yields
• Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to PPI and gives her outlook for US inflation and the US economy
• Joe Mathieu, host of Bloomberg's "Balance of Power," on the presidential election, the Trump and Harris media blitz, and other headlines in Washington

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Gerard Cassidy & Stephanie Guild.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Richard Haass & Cam Harvey.

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- Brian Levitt, Invesco Global Market Strategist- Dan Greenhaus, Solus Alt. Asset Mgmt- Tom Narayan, RBC Analyst

"People say,'buy low, sell high.' I say, 'buy high, sell higher,'" says Invesco's Brian Levitt. Dan Greenhaus of Solus Alternative Asset Management believes "higher yields are not necessarily a problem" for the equity market. RBC's Tom Naryan says Tesla's robotaxi "dramatically increases the valuation of the mobility sector."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 10th, 2024Featuring:

• Cam Harvey, Professor at Duke University, Sarah House, Senior Economist at Wells Fargo, and give their reaction to CPI and provide an outlook for rate cuts
• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates,
• Mona Mahajan, Senior Investment Strategist with Edward Jones, on inflation in the US and equity outlook
• Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO, and Professor Emeritus at NYU, talks eco data, inflation, and the economic impact of potential Trump and Harris presidencies
• Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on geopolitical tensions and the 2024 presidential race

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with James Stavridis, Huw van Steenis, & Wendy Schiller.

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- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Craig Fugate, Fmr. FEMA Administrator under Obama

Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida braces for Hurricane Milton.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 9th, 2024Featuring:

• Admiral James Stavridis, Bloomberg Opinion columnist, retired US Navy admiral, and former supreme allied commander of NATO, on his new book, "The Restless Wave," and geopolitical conflicts
• Steven Oh, Global Head of Fixed Income at PineBridge Investments, discusses opportunities in the rare non-recessionary rate-cutting cycle the US economy is entering
• Wendy Schiller, professor at Brown University, on the 2024 election and other DC headlines
• Huw van Steenis, Vice Chair at Oliver Wyman, on private credit and barbell tolls for fixed income investing

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jeffrey Rosenberg & Eric Balchunas.

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- Ben Snider, Goldman Sachs Sr. Strategist- Mohamed El-Erian, Queens' College Cambridge BBO & President- Mark Cabana, BofA Global Research Head of US Rates StrategyBen Snider of Goldman Sachs believes there is a lot of potential earnings upside ahead. Mohamed El-Erian of Queens' Colleg e Cambridge says, "the economy is fundamentally sound, so it can absorb shocks." Mark Cabana of BofA thinks the Fed will cut by 25bps until March of next year.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Jess MentonOctober 8th, 2024Featuring:

• Torsten Slok, Partner and Chief Economist at Apollo Global Management, on his rate cut call and offers his outlook for the economy
• Jennifer Lawless, professor at University of Virginia, on the upcoming election and political moment in the US
• Jeffrey Rosenberg, Portfolio Manager of the Systematic Multi-Strategy Fund at BlackRock, discusses signals from the bond market on the outlook for the economy and rate cuts, and whether the US will sustain its rally in 2025
• Greg Giroux, Senior Reporter for Bloomberg Government, on down ballot races in November and how it will reshape the balance of power in DC

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Jim Glassman.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Bob Doll, Crossmark Global Investments CEO & CIO- Ed Yardeni, Yardeni Research PresidentKatrina Dudley of Franklin Templeton says bullishness in the top of the market is starting to filter down. Bob Doll of Crossmark Global Investments believes a bumpy landing is coming. Ed Yardeni of Yardeni Research says the health of the stock market depends on earnings.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Damian SassowerOctober 7th, 2024Featuring:

• Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on her outlook for Q4, her base case for US growth, and equity preferences in the Fed's easing cycle
• Jim Glassman, former Head Economist at JPMorgan Chase's Commercial Bank, reacts to last week's labor market report and looks ahead on the outlook for the US economy
• Henrietta Treyz, Managing Partner at Veda Partners, discusses her outlook for Harris and Trump in the election and outlook for down ballot races
• Dan Williams, reporter for Bloomberg News based in Jerusalem, on the latest on the events in the Middle East and the anniversary of the October 7th attacks
• Lisa Mateo on newspapers

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ira Jersey, Ellen Zenter, & Liz Ann Sonders.

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- Priya Misra, JPMorgan Core Plus Bond ETF Portfolio Manager- Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund- Mohamed El-Erian, Queens' College Cambridge President- Stephanie Roth, Chief Economist at Wolfe ResearchPriya Misra of JPMorgan says high-quality fixed income is the best place to be right now. Jeff Rosenberg of BlackRock believes growth is running well above potential. "It's a strong labor market late in the cycle," says Mohamed El-Erian of Queens' College Cambridge in response to the latest jobs report. Stephanie Roth with Wolfe Research also provides analysis of the jobs figures.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 4th, 2024Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley’s Global Investment Office, and Bloomberg Intelligence Chief US Rates Strategist Ira Jersey react to the latest jobs data
• Constance Hunter, Chief Economist at The Economist Intelligence Unit (EIU), gives her outlook for the jobs market and the economy
• Joe Mathieu, host of Bloomberg's "Balance of Power," on DC headlines

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Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. 

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Robert D. Kaplan & Nathan Sheets.

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- Adam Posen, President of the Peterson Institute for International Economics- Lindsey Piegza, Chief Economist at Stifel- Bill Dudley, Bloomberg Opinion columnist and former President of the New York Federal ReserveAdam Posen with the Peterson Institute joins to discuss the outlook for a recession and potential softening in the US economy. Lindsey Piegza of Stifel joins the discussion to react to weekly jobless claims and preview tomorrow's jobs report. Bill Dudley, formerly of the NY Federal Reserve, says his hard landing call for the US economy was incorrect.

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

• Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses outlook for corporate credit and signals from the bond market on the rate and market outlook
• Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's delivery miss and OpenAI's historic funding round
• Sophia Drossos, Economist and Strategist at Point72, on recent eco data and Fed speak
• Robert D. Kaplan, author and foreign affairs expert, weighs in on geopolitical conflicts in Israel and Ukraine and how the 2024 election may reshape both

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Scott Ladner & Aaron David Miller

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Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets. 

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

• Aaron David Miller, Carnegie Endowment for Int’l Peace Senior Fellow
• Dan Peris, Federated Hermes Senior Vice President
• Ed Mills, Raymond James Policy Analyst
• Stephanie Roth, Wolfe Research Chief Economist

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Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. 

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Matt Luzzetti & David Salem.

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- Seema Shah, Principal Asset Management Chief Global Strategist- Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee- Neil Dutta, Renaissance Macro Research Head of US Economic ResearchSeema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in her swing state of Michigan. Neil Dutta of Renaissance Macro Research believes growth may not be strong enough to keep the unemployment rate from rising.

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

• Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses why he believes labor data is all that matters for equities this week
• French Hill, Republican Congressman from Arkansas, talks about the dockworkers strike, Basel III, and the US election
• Julie Norman, professor at University College-London, on the latest developments in the Middle East
• Stamatis Tsantanis, CEO of Seanergy Martime (NASDAQ: SHIP) and Maritime United (NASDAQ: USEA), discusses the impact of the dockworkers strike on US companies, his companies, and global trade activity

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- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets- Aditya Bhave, BofA Securities Senior US Economist- Venu Krishna, Barclays Head of US Equity StrategyBrian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024Featuring:

• Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule"
• Henrietta Treyz, Managing Partner at Veda Partners, previews the 2024 election and discusses the latest DC headlines
• Dani Burger, Bloomberg TV host, on the potential dockworkers strike
• Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS, talks about investing opportunities in China and how geopolitical tensions are affecting US markets

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A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility.

This episode is sponsored by Chrome Enterprise.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich 

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 - Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global MacroDana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp rate cut and what it means for the economy. Marvin Loh of State Street says, "A lot of what we're seeing in China is market supported, but not necessarily economically supported." 

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

• Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson
• Lindsey Piegza, Stifel Chief Economist
• Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist

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

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Drew Matus and Myles Miller.

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 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio ManagerEvan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.  

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

• Nick Colas, Co-founder of DataTrek Research
• Rob Sockin, Global Economist at Citi
• Jennifer Lee, BMO Capital Markets Senior Economist
• Ethan Bronner, Bloomberg Israel Bureau Chief

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

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Michael Mauboussin.

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-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit-Alvaro Pereira, OECD Chief Economist-Danielle Hale, realtor.com Chief EconomistLisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realtor.com overviews the latest in the housing market with falling mortgage rates triggering a refinancing boom in the US. 

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

• Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets
• Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies
• Michael Mauboussin, Head of Consilient Research for Counterpoint Global, discusses market concentration and his thematic research ideas amid the Fed's easing cycle
• Lisa Mateo on newspapers

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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist-Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates, -Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO"

Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of going over our skis.' Kamakshya Trivedi of Goldman Sachs says the dollar is approaching its limit for depreciation and overviews the foreign exchange market. Lord John Browne of General Atlantic discusses what's next for the energy sector as the Three Mile Island nuclear plant prepares to reopen. 

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

• Nicole Conner, Partner at Airbus Ventures, discusses the future of aerospace innovation and sustainability in aviation
• Henry Fernandez, CEO of MSCI, talks about the future of ESG investing and sustainable finance
• Governor Jared Polis on the state of the presidential race, the Harris-Walz campaign, and other political headlines
• Abe Tarapani, CEO of Atlas AI, talks about AI for sustainable development and AI's impact on agriculture and infrastructure
• Jean-Paul Servais, IOSCO Chairman, discusses global financial regulations, crypto regulation, and cross-border collaboration

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- Bob Elliott, CEO and CIO at Unlimited- Pooja Sriram, VP: US Economics Research at Barclays Capital- Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy SchoolWe analyze the markets and the latest rate move from the Federal Reserve with a close look at equities, bonds, and public  policy. Bob Elliott, CEO and CIO at Unlimited, Pooja Sriram, VP at Barclays Capital, and Jason Furman, Professor at Harvard Kennedy School, offer their analysis.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with John Stoltzfus & Dan Tannebaum.

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