Bloomberg Surveillance

- Beata Manthey, Citi Global Equity Strategist - Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer - Saira Malik, Nuveen Asset Management Chief Investment Officer Beata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 4th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5) Featuring: See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Woodward & Ann Selzer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Rob Casey, Signum Global Advisors Partner & Senior Analyst - Mohamed El-Erian, Queens' College Cambridge - Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI Rob Casey of Signum Global Advisors believes there will be a clear election result in the first 48 hours of the election. Mohamed El-Erian of Queens' College says the Fed will cut by 25bp next week, and the October payrolls report is not changing that decision. Jeff Rosenberg of BlackRock says the jobs report is "a downside disappointment, but the broader message is labor markets have been normalizing." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 1st, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5) Featuring: See omnystudio.com/listener for privacy information.

On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. See omnystudio.com/listener for privacy information.

Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Thierry Wizman, Dan Ives, & Joe Mathieu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow & Fmr. State Dept. Chief Economist - Seth Carpenter, Morgan Stanley Chief Global Economist - Lindsay Rosner, Goldman Sachs Asset Management Head: Multi-Sector Investing Former State Department Chief Economist Heidi Crebo-Rediker of the Council on Foreign Relations believes the razor-thin election will come down to turnout. Morgan Stanley's Seth Carpenter says the election will impact three key policies: tariffs, immigration and fiscal policy. Lindsay Rosner of Goldman Sachs sees great opportunity in fixed income. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 31st, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5) Featuring: See omnystudio.com/listener for privacy information.

Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nick Colas & Dennis Gartman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist - Dirk Willer, Citi Global Head: Macro Asset Allocation - Claudia Sahm, New Century Advisors Chief Economist Katrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better than frankly we went into the pandemic with." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 30th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5) Featuring: See omnystudio.com/listener for privacy information.

Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Malpass, Anurag Rana, & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Jon Lieber, Eurasia Group Managing Director - Jessica Taylor, The Cook Political Report Senate and Governors Editor - Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer Jon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, probably the senate races go." Lisa Shalett of Morgan Stanley says the possibility of an "inflation boomerang" this year is rising. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 29th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5) Featuring: See omnystudio.com/listener for privacy information.