Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF.     

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.     
Monday January 22nd, 2024     
Featuring:     
Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions BNY Mellon Wealth Management
Scott Chronert, Citi Research Managing director
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
Jennifer Lee, BMO Capital Markets Senior Economist and Managing Director


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

Watch Tom and Paul LIVE each morning on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.      Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.      Monday January 22nd, 2024      Featuring:     
<ul>
<li>Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions BNY Mellon Wealth Management</li>
<li>Scott Chronert, Citi Research Managing director</li>
<li>Lori Calvasina, RBC Capital Markets Head of US Equity Strategy</li>
<li>Jennifer Lee, BMO Capital Markets Senior Economist and Managing Director</li>
</ul>
 Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance: The Back to Normal Year

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d002d232-81e6-4792-96c4-b0ff01042b41/transcript

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 & Doug Irwin.

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

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 &amp; Doug Irwin.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: John Stoltzfus & Doug Irwin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/36de64c9-3e3d-4950-b26d-b2a000eb2634/transcript

- Christopher Verrone, Head: Technical & Macro Strategy at Strategas
- Ed Yardeni, President at Yardeni Research
- Mark Rutte, NATO Secretary General
- Torsten Slok, Chief Economist at Apollo

Christopher Verrone of Strategas breaks down the fundamentals behind equities entering a technical correction and whether stock could continue their decline. Ed Yardeni of Yardeni Research talks about why he's lowering his 2025 S&P year-end target. NATO Secretary General Mark Rutte joins for a discussion about the US repositioning itself on the global stage and how it's reshaping the world order. Torsten Slok, Chief Economist at Apollo, on the outlook for rate cuts and a recession in 2025.

- Christopher Verrone, Head: Technical &amp; Macro Strategy at Strategas - Ed Yardeni, President at Yardeni Research - Mark Rutte, NATO Secretary General - Torsten Slok, Chief Economist at Apollo Christopher Verrone of Strategas breaks down the fundamentals behind equities entering a technical correction and whether stock could continue their decline. Ed Yardeni of Yardeni Research talks about why he's lowering his 2025 S&amp;P year-end target. NATO Secretary General Mark Rutte joins for a discussion about the US repositioning itself on the global stage and how it's reshaping the world order. Torsten Slok, Chief Economist at Apollo, on the outlook for rate cuts and a recession in 2025.

Bloomberg Surveillance TV: March 14, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55a910ac-0677-44de-bff1-b2a000dc6fbf/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 14th, 2025
Featuring:
1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses equities entering a correction and whether now's the right time to buy. the S&P 500 has fallen into its first 10% correction in almost two years, with concerns over President Trump's trade war and its impact on the economy. the market is pricing in a recession risk much bigger than credit markets.
2) Matt Diczok, Head of Fixed Income Strategy, Chief Investment Office for Merrill and Bank of America Private Bank, on signals from the bond market regarding broader economic concerns. 
3) Doug Irwin, professor at Dartmouth and global trade expert, talks about his Foreign Affairs piece on trade policy and tariffs. In a sign of a trade-war escalation, Trump threatened to enact a 200% tariff on European wine, champagne and other alcoholic beverages. Also on Thursday, Trump said he would not repeal tariffs on steel and aluminum that took effect this week, nor back off plans for sweeping reciprocal tariffs on global trading partners set to start as soon as April 2.
4) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, breaks down airline earnings this week. American Airlines and Delta Air Lines have slashed their financial forecasts, citing a rapid reversal of demand trends and a broad weakness in consumer spending. Grim updates from airlines and retailers have added to market sentiment.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyMarch 14th, 2025 Featuring: 1) John Stoltzfus, Chief Investment Strategist at Oppenheimer &amp; Co., discusses equities entering a correction and whether now's the right time to buy. the S&amp;P 500 has fallen into its first 10% correction in almost two years, with concerns over President Trump's trade war and its impact on the economy. the market is pricing in a recession risk much bigger than credit markets. 2) Matt Diczok, Head of Fixed Income Strategy, Chief Investment Office for Merrill and Bank of America Private Bank, on signals from the bond market regarding broader economic concerns. 3) Doug Irwin, professor at Dartmouth and global trade expert, talks about his Foreign Affairs piece on trade policy and tariffs. In a sign of a trade-war escalation, Trump threatened to enact a 200% tariff on European wine, champagne and other alcoholic beverages. Also on Thursday, Trump said he would not repeal tariffs on steel and aluminum that took effect this week, nor back off plans for sweeping reciprocal tariffs on global trading partners set to start as soon as April 2. 4) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, breaks down airline earnings this week. American Airlines and Delta Air Lines have slashed their financial forecasts, citing a rapid reversal of demand trends and a broad weakness in consumer spending. Grim updates from airlines and retailers have added to market sentiment.

Equities Enter Correction as Tariffs Weigh Down Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff365672-eb22-44f0-be76-b2a000ea337f/transcript

Bloomberg Surveillance: The Back to Normal Year

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