Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.

Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President &amp; Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.

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

Surveillance: Stock Picking Is Back, Says Kirr

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d6feb4d6-30bb-47f1-a5b7-ae2700467381/transcript

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

In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer.

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 Mark Zandi, Claudia Sahm, and Jurrien Timmer.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Mark Zandi, Claudia Sahm, and Jurrien Timmer

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f09ba3c2-11fd-4aab-bb53-b16500eb83fd/transcript

Marker 03

Marker 04

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion
-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pierre Ferragu, New Street Research Tech Infrastructure Head

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.

-Mohamed El-Erian, Queens' College, Cambridge &amp; Bloomberg Opinion -Jeff Rosenberg, BlackRock Senior Portfolio Manager -Pierre Ferragu, New Street Research Tech Infrastructure Head
Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.

Bloomberg Surveillance TV: May 3, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9162f23d-cbe9-429c-a957-b16500ed896b/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 3rd, 2024
Featuring:
Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction
Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers
Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market
Bloomberg's John Tucker with Newspaper Headlines


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

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 3rd, 2024 Featuring:
<ul>
<li>Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction</li>
<li>Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers</li>
<li>Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market</li>
<li>Bloomberg's John Tucker with Newspaper Headlines</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>

How April Jobs Figures Impact the Fed & Rates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8801ebae-5ba2-42b6-ade5-b16500f36cc1/transcript

Surveillance: Stock Picking Is Back, Says Kirr

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