Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 24th, 2024
Featuring:
Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar
Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold
Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment"
Bloomberg's Lisa Mateo with her Newspaper Headlines


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

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 and Paul SweeneyMay 24th, 2024 Featuring:
<ul>
<li>Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar</li>
<li>Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold</li>
<li>Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment"</li>
<li>Bloomberg's Lisa Mateo with her Newspaper Headlines</li>
</ul>
 Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillanceZ" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillanceZ</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

Market Bullishness and Near-Term Dollar Concern

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e2b75a4d-aa67-4b8d-bf39-b17a00e5ac73/transcript

Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024
Featuring:
Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months
Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech
Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024
Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week


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

Watch LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024 Featuring:
<ul>
<li>Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months</li>
<li>Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech</li>
<li>Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024</li>
<li>Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week</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>

Examining the Interest Rate Path and Consumer Health

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7bfdd01-6c42-469b-865c-b18f00f46312/transcript

-Darrell Cronk, Wells Fargo Chief Investment Officer
-Pooja Sriram, Barclays VP of US Economics Research
-Tasha Keeney, ARK Invest Director of Investment Analysis

Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.  

-Darrell Cronk, Wells Fargo Chief Investment Officer -Pooja Sriram, Barclays VP of US Economics Research -Tasha Keeney, ARK Invest Director of Investment Analysis Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.

Bloomberg Surveillance TV: June 14, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f3348de5-03b9-47fd-b724-b18f00eb046f/transcript

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

In this episode, we feature conversations with Stuart Kaiser, Brad Setser, & John Stoltzfus.

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 Stuart Kaiser, Brad Setser, &amp; John Stoltzfus.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Stuart Kaiser, Brad Setser, & John Stoltzfus

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af34a36a-b68c-4481-a366-b18e00ea0aae/transcript

Market Bullishness and Near-Term Dollar Concern

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