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Single Best Idea with Tom Keene: Bill Smead & Jennifer Lawless

Single Best Idea with Tom Keene: Bill Smead & Jennifer Lawless



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

In this episode, we feature conversations with Bill Smead & Jennifer Lawless.

Watch Tom and Paul LI…


Published on 1 year, 3 months ago

Bloomberg Surveillance TV: September 10, 2024

Bloomberg Surveillance TV: September 10, 2024



-Peter Tchir, Academy Securities Head of Macro Strategy
-Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster
-Jitania Kandhari, Morgan Stanley Investment Management Deputy …


Published on 1 year, 3 months ago

Market Impact of Rate Cuts and Politics and the iPhone Reveal

Market Impact of Rate Cuts and Politics and the iPhone Reveal



Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 10th, 2024
Featuring:

Jane Foley, Chief FX Strategist at RaboB…


Published on 1 year, 3 months ago

Single Best Idea with Tom Keene: Andrew Hollenhorst, French Hill, & Jurrien Timmer

Single Best Idea with Tom Keene: Andrew Hollenhorst, French Hill, & Jurrien Timmer



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

In this episode, we feature conversations with Andrew Hollenhorst, French Hill, & Jurrien Timmer.

W…


Published on 1 year, 3 months ago

Bloomberg Surveillance TV: September 9, 2024

Bloomberg Surveillance TV: September 9, 2024



-Jim Bianco, Bianco Research President and Macro Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Rep. French Hill, (R) Arkansas

Jim Bianco of Bianco Research outlines why he does…


Published on 1 year, 3 months ago

Alarms over Jobs Data and Previewing the Harris-Trump Debate

Alarms over Jobs Data and Previewing the Harris-Trump Debate



Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 9th, 2024
Featuring:

Andrew Hollenhorst, Chief US Economist at…


Published on 1 year, 3 months ago

Bloomberg Surveillance TV: September 6, 2024

Bloomberg Surveillance TV: September 6, 2024



-Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI
-Torsten Slok, Apollo Management Chief Economist
-Michael Zezas, Morgan Stanley Global Head: Fixed Income & Public Policy Research

BlackRoc…


Published on 1 year, 3 months ago

Full Analysis of the August Jobs Report

Full Analysis of the August Jobs Report



Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 6th, 2024
Featuring:

Neil Dutta, US Research Head at Renaissan…


Published on 1 year, 3 months ago

Single Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark Zandi

Single Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark Zandi



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

In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi.

Watch Tom an…


Published on 1 year, 3 months ago

Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot

Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot



The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in Septem…


Published on 1 year, 3 months ago





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