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Eco Data and Policy Shaping Markets
Manage episode 461108826 series 3493768
Bloomberg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bloomberg 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025
Featuring:
- Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025
- Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI
- Sarah House, Senior Economist at Wells Fargo, discusses how markets are pricing in recent eco data and whether continued good news will be bad news for markets
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
3539 에피소드
Manage episode 461108826 series 3493768
Bloomberg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bloomberg 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025
Featuring:
- Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025
- Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI
- Sarah House, Senior Economist at Wells Fargo, discusses how markets are pricing in recent eco data and whether continued good news will be bad news for markets
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
3539 에피소드
모든 에피소드
×1 Breaking News Episode: Deadly Plane Crash Near DC Airport 17:12
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17:12An American Airlines Group Inc. regional jet collided with a military helicopter as it flew into Ronald Reagan airport in Washington, prompting a search for survivors in the icy Potomac River and providing an early test for President Donald Trump’s administration in his second week in office. American Flight 5342 had come in from Wichita, Kansas, carrying 60 passengers and four crew when it hit the Sikorsky H-60 Black Hawk helicopter with three military personnel on board while approaching the runway just before 9 p.m. local time on Wednesday. Bloomberg's Nathan Hager, Karen Moskow, John Tucker, Benedikt Kammel and Annmarie Hordern report in this special edition of Bloomberg Daybreak. See omnystudio.com/listener for privacy information.…
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.…
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.
1 Single Best Idea with Tom Keene: Michael Green, Anurag Rana & Amanda Lynam 4:35
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4:35Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Green, Anurag Rana & Amanda Lynam Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
Julian Emanuel, ISI Chief Equity & Quantitative Strategist, Evercore Lisa Shalett, Chief Investment Officer, Morgan Stanley Wealth Management Esther George, Former Kansas City Fed President 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 & Paul SweeneyJanuary 29th, 2025 Featuring: Mike Green, Chief Strategist at Simplify Asset Management Amanda Lynam, Head of Macro Credit Research at BlackRock George Goncalves, Head: US Macro Strategy Mufg Securities America Lisa Mateo on newspapers 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 Ian Lyngen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Matt Bryson, Wedbush Senior VP: Equity Research -Max Kettner, HSBC Chief Multi-Asset Strategist -Shahriar Pourreza, Guggenheim Securities Senior Managing Director 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 & Paul SweeneyJanuary 28th, 2025 Featuring: Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank Ian Lyngen, Head of US Rates at BMO Capital Markets Seema Shah, Chief Global Strategist at Principal Asset Management Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Mandeep Singh & Anurag Rana 5:31
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5:31Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mandeep Singh and Anaurag Rana about China's DeepSeek AI platform Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
-Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments -Angelo Zino, Senior Equity Analyst, CFRA Research -Seema Shah, Chief Global Strategist, Principal Asset Management Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from Chinese startup DeepSeek could make valuations of the technology that has powered the bull market tough to justify. We get insights from Crossmark's Victoria Hernandez; Angelo Zino from CFRA Research; and Principal Asset Management's Seema Shah 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 & Paul SweeneyJanuary 27th, 2025 Featuring: Anurag Rana and Mandeep Singh, Bloomberg Intelligence analysts, on how DeepSeek is panicking markets Joe Weisenthal, Bloomberg Odd Lots co-host Dr Stacy Rasgon, Bernstein analyst covering US Semiconductors and Semiconductor Capital Equipment Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.…
1 Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks? 8:51
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8:51In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Dan Ives, George Saravelos, and Victoria Fernandez. 5:20
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5:20Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives, George Saravelos, and Victoria Fernandez. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- Margie Patel, Senior Portfolio Manager at Allspring Global Investments - Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank - Libby Cantrill, Head: Public Policy at PIMCO - Norman Roule, Non-Resident Senior Adviser at CSIS Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his second term. PIMCO's Libby Cantrill outlines how public policy is being reshaped in the coming weeks and months. Norman Roule of CSIS discusses global security concerns. See omnystudio.com/listener for privacy information.…
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