Dollar Dominance Outlook and Trump-Powell Tensions

Bloomberg Surveillance

#Bloomberg #Business News #Business #News #Tom Pauls #Trading

23:28

My guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at the latest here, I’d like to welcome back to the show Sue Keith, Corporate Vice President at Landrum Talent Solutions. About Sue Keith Sue Keith is Corporate Vice President at Landrum Talent Solutions. With deep expertise in navigating complex labor markets, Sue has a front-row seat to the evolving dynamics of marketing roles, hiring trends, and the broader implications of AI and economic uncertainty. RESOURCES Landrum Talent Solutions: https://www.landrumtalentsolutions.com https://www.landrumtalentsolutions.com This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. https://www.landrumtalentsolutions.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrand Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

about a year ago 38:37

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney April 22nd, 2025
Featuring:
1) Jeff deGraaf, Chairman and Head: Technical Research at Renaissance Macro Research, joins for a discussion on Jay Powell, market risks, and tariffs. US stocks were higher in futures trading this morning as equities are set to bounce back from Monday's losses as investors weigh progress on trade talks with India and Tesla's upcoming earnings.
2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and discusses whether he remains a US equity bull. President Trump's demands on Jerome Powell to cut rates have raised concerns about the president's willingness to meddle with central bank policy and the impact on the economy.
3) Alicia Garcia-Herrero, Chief Economist for Asia Pacific at Natixis, joins for a discussion on the dollar as the globe's reserve currency and how the trade war will harm China and the US. This morning, gold topped $3,500 for the first time, and other markets such as stocks, currencies, and commodities experienced mixed movements amid ongoing trade tensions and uncertainty.
4) Warwick McKibbin, non resident Senior Fellow at the Peterson Institute for International Economics, talks about his piece from the fall outlining the costs of Trump's tariff and deportation policies as well as his newest analysis released today on the US revenue implications of Trump's tariff plan.
5) Margaret Franklin, CEO of the CFA Institute, joins from our DC studio to discuss the CFA program, how it's evolving, and the impact of AI on the investing profession.
6) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on the marketing campaign of plant-based eggs and the Washington Post's look into the changing economics of college football and how it's affecting the NFL draft.

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3817 episodes

Bloomberg Surveillance

Dollar Dominance Outlook and Trump-Powell Tensions

Bloomberg Surveillance

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published about a year ago

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See omnystudio.com/listener for privacy information.

3817 episodes

#Bloomberg #Business News #Business #News #Tom Pauls #Trading

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Bloomberg Surveillance

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

Bloomberg Surveillance

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Bloomberg Surveillance TV: May 30, 2025 28:21

2 days ago28:21

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- Lindsey Piegza, Chief Economist at Stifel - Neil Dutta, Head: US Economic Research at Renaissance Macro Research - Dana Peterson, Chief Economist at The Conference Board - Andrew Nocella, Chief Commercial Officer at United Airlines Lindsey Piegza, Chief Economist at Stifel, reacts to PCE and discusses her outlook for markets and the US economy. Neil Dutta, Head: US Economic Research at Renaissance Macro Research, discusses the potential for more rate cuts than are currently being priced into the market. Dana Peterson, Chief Economist at The Conference Board, talks about recent findings on the outlook of CEOs for business in the US and overall sentiment about the economy. Andrew Nocella, Chief Commercial Officer at United Airlines, talks about his outlook for the company and industry this year. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Inflation and Tariff Uncertainty 54:44

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 30th, 2025 Featuring: 1) Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, Aoifinn Devitt, Chief Global Strategist at Moneta, and Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence. react to PCE. April’s so-called core personal consumption expenditures price index, which excludes food and energy items, rose 0.1% from March. From a year ago, it advanced 2.5%, Bureau of Economic Analysis data out Friday showed. Both readings were in line with economists’ forecast. 2) Seema Shah, Chief Global Strategist at Principal Asset Management, joins to talk about any potential upheaval that could come as continued on-again, off-again tariffs. The Trump administration is exploring alternative options to pursue tariffs, including using other legal authorities, but these options may be more complicated and time-consuming, and could take months to execute. As a result, traders are reassessing their appetite for riskier assets amid concerns over weaker growth and fiscal strain. 3) Pat Haskell, Head: Muni Bond Group at BlackRock, on muni performance through 2025 and how munis function as a safe haven amid tariff uncertainty. Investors are also parsing data for clues on how the policies are affecting the economy amid concerns over weaker growth and fiscal strain. 4) Lindsey Piegza, Chief Economist at Stifel, brings us into the market open and talks about the outlook for inflation in the US after today's PCE report. Meanwhile in Washington, President Trump pushed Federal Reserve Chair Jerome Powell to lower interest rates at their first in-person meeting since the president's inauguration. Powell stressed that the path of policy will depend on incoming economic information. 5) Phillip Diehl, President of US Money Reserve and 35th Director of the US Mint, talks about recent fluctuations in gold prices and gold buying trends among consumers. Gold fell, putting it on track for an almost 2% weekly loss, amid a technical pullback in prices ahead of key US economic data. Despite the declines, bullion's haven appeal remains intact due to uncertainties surrounding Trump's tariff agenda and tensions with China. See omnystudio.com/listener for privacy information.…

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Single Best Idea with Tom Keene: Wendy Schiller & Anastasia Amoroso 4:14

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Bloomberg Surveillance

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Bloomberg Surveillance TV: May 29, 2025 34:20

3 days ago34:20

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Bloomberg Surveillance

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Court Blocks Trump Global Tariffs as Nvidia Lift Markets 36:13

3 days ago36:13

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 29th, 2025 Featuring: 1) Anastasia Amoroso, Chief Investment Strategist at iCapital, joins to talk about a resilient US economy and momentum in markets in spite of Washington uncertainty. After a US court blocked the bulk of President Donald Trump's import tariffs, it led to widespread gains in risk assets and lifted investor sentiment. 2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Nvidia earnings and discusses the outlook for the company and Big Tech. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment. 3) Andrew Gilbert, Partner at ECP, joins to discuss demand for AI data centers and the immense growth opportunity following another Nvidia earnings. Nvidia's CEO Jensen Huang is concerned about US trade restrictions on China hindering the company's long-term growth, and is appealing to the Trump administration to allow chip production for China again. 4) Wendy Schiller, professor at Brown University, discusses the latest DC headlines and how a US court blocking President Trump's tariff policy could affect his presidency and potentially his legacy. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Paramount's relationship with the White House and Bloomberg's story on how AI is impacting hiring at Salesforce. See omnystudio.com/listener for privacy information.…

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Single Best Idea with Tom Keene: Jordan Rochester & Nancy Lazar 4:13

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Bloomberg Surveillance

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Bloomberg Surveillance TV: May 28, 2025 23:00

4 days ago23:00

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Eswar Prasad, Cornell University Tolani Senior Professor:Trade Policy on the strength of the dollar Rep. French Hill (R-AR), Chairman, House Committee on Financial Services on Washington News of the Day Mandeep Singh, Bloomberg Intelligence analyst on NVDA earnings Frank Lee, The Hongkong & Shanghai Bkg Corp, on NVDA earnings See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Trade War Impact on Consumers 30:27

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 28th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses perceived mixed signals related to the financial strength of the U.S. consumer 2) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, details why the Fed will be witnessing higher government spending over the next two years. 3) Jennifer Johnston, Director: Muni Bond Research at Franklin Templeton on why the muni market experienced volatility in April in response to uncertainty over tariffs and other Federal policies. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on the stay-at-home son trend that Jeopardy started. Plus, is $20 an hour a good starting point for companies. See omnystudio.com/listener for privacy information.…

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Single Best Idea with Tom Keene: Steve Chiavarone & Nicholas Burns 4:44

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Bloomberg Surveillance TV: May 27, 2025 25:36

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Bloomberg Surveillance

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 27th, 2025 Featuring: 1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, talks about why he remains constructive on the US economy and the potential for a cyclical recovery in the US. The dollar bounced back, and equity-index futures for the S&P 500 and Nasdaq 100 jumped more than 1%, as President Donald Trump extended a deadline on implementing aggressive Euro-area tariffs. 2) Nicholas Burns, former US ambassador to China, joins for an extended discussion on US-China relations and where they stand in a second Trump administration. The plans for a new version of China's "Made in China 2025" campaign indicate that China will largely stick to its strategy of prioritizing manufacturing, despite criticism from the US and Europe, and will focus on developing core technologies such as semiconductors and new energy materials. 3) Jane Foley, Head of FX Strategy at RaboBank, talks about dollar weakness and the yen carry trade amid noise coming out of the Japanese bond market. Tong-term government bonds yields in Europe and Asia also fell, while the yen and other currencies declined, as investors reacted to the news from Japan. Japan’s 20-year bond yield slid as much as 21 basis points after Bloomberg News reported the nation’s finance ministry asked market participants for their views on the appropriate amount of government debt issuance. 4) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the trade deals likely not to materialize for President Trump's administration, and what types of tariff rates the US could expect this summer 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on bringing plus-ones on work trips and a WSJ story on the skyrocketing cost of a Hamptons girls weekend trip. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Single Best Idea with Tom Keene: Barry Eichengreen & Emily Roland 4:40

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