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

In this episode, we feature conversations with Wendy Schiller & Frances Donald.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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- David Bianco, DWS Chief Investment Officer: Americas
- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing
- Noel Dixon, State Street Global Markets Senior Macro Strategist

David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024

Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet
• Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too
• Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China
• Lisa Mateo on newspapers

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President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 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:

• Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy
• Vania Stavrakeva, professor at London Business School, on Europe's PMI miss today, outlook for more ECB rate cuts, and the outlook for equity capital markets
• Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, on Bitcoin's run to $100,000 and the outlook for natural gas and energy
• Lisa Mateo on newspapers

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- Mario Centeno, ECB Governing Council Member
- Mohamed El-Erian, Queens' College Cambridge
- Dana Telsey, Telsey Advisory Group

ECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their act together and to transition to healthier and higher growth." Dana Telsey of Telsey Advisory Group says TJX is her top pick on value heading into the shortened holiday shopping season.

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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 Dan Ives & Gene Munster.

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.

- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Eric Schmidt, Former Google CEO & Chairman
- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC Director

Cameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think Trump is going to care as much about the stock market these next four years as he did the first four years."

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