-Pierre Ferragu, New Street Research Managing Partner
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy
-Rubeela Farooqi, High Frequency Economics Chief U.S. Economist

Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

-Pierre Ferragu, New Street Research Managing Partner -Henrietta Treyz, Veda Partners Director Economic Policy Research -Zachary Griffiths, CreditSights Head of US IG &amp; Macro Strategy -Rubeela Farooqi, High Frequency Economics Chief U.S. Economist Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

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. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">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>.&nbsp;

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 TV: July 8, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/887ccd5d-a0d7-48ae-b91b-b1a700e2ebe1/transcript

The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Damian Sassower


Featuring:
1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print.
2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk.
3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks.
4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene &amp; Damian Sassower
 Featuring: 1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print. 2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk. 3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks. 4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.

Oil Surge Overshadows Tame US CPI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/738c51b5-5aaf-462e-b015-b40a00dd9f6f/transcript

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

In this episode, we feature our conversations with Vontobel’s Chairman of the Board Andreas Utermann & Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.

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.&nbsp;
In this episode, we feature our conversations with Vontobel&rsquo;s Chairman of the Board Andreas Utermann &amp; Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: Andreas Utermann & Patrick Murphy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f26ad628-71b9-4890-840a-b40900fad09e/transcript

Featuring:
Nate Thooft, CIO of Equities & Multi-Asset Solutions at Manulife Investment Management
Marc Short, Former Chief of Staff to Former US Vice President Mike Pence
Abigail Watt, US Economist for UBS Securities

Featuring:
<ul>
<li>Nate Thooft, CIO of Equities &amp; Multi-Asset Solutions at Manulife Investment Management</li>
<li>Marc Short, Former Chief of Staff to Former US Vice President Mike Pence</li>
<li>Abigail Watt, US Economist for UBS Securities</li>
</ul>

Bloomberg Surveillance TV: March 10th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfbf11fe-2b5a-45a1-9197-b4090101662e/transcript

Bloomberg Surveillance TV: July 8, 2024

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