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1 My mission to change the narrative of mental health | Glenn Close 13:44
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LikedLegendary actor and mental health advocate Glenn Close is on a quest to change how we think about mental health, starting with her decision to speak out about her own family's struggles — a brave choice considering the stigma that pervades the topic. This week, we're revisiting this sweeping conversation with TEDWomen curator Pat Mitchell, where Close shares the inspiration behind the advocacy group she founded to combat the crisis, underscoring the transformative power of community and the critical need for comprehensive mental health care systems. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Hosted on Acast. See acast.com/privacy for more information.…
Bloomberg Surveillance TV: March 21, 2025
Manage episode 472694271 series 3463350
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- Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital
- Seema Shah, Chief Global Strategist at Principal Asset Management
- Jeetendra Patel, Chief Product Officer at Cisco
- Kate Moore, CIO: Citi Wealth
NYU Professor Emeritus and Hudson Bay Capital's Nouriel Roubini discusses risks to the US economy and potential for stagflation amid incoming tariffs on April 2. Seema Shah of Principal Asset Management talks about portfolio positioning as the S&P looks to snap its weekly losing streak. Cisco's Chief Product Officer Jeetendra Patel talks about the impact of artificial intelligence on the broader US labor market and how Cisco is addressing those challenges in its own operations. Kate Moore, CIO at Citi Wealth, discusses her new role and how she's investing amid market volatility and policy uncertainty.
See omnystudio.com/listener for privacy information.
3819 episodes
ShareManage episode 472694271 series 3463350
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
- Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital
- Seema Shah, Chief Global Strategist at Principal Asset Management
- Jeetendra Patel, Chief Product Officer at Cisco
- Kate Moore, CIO: Citi Wealth
NYU Professor Emeritus and Hudson Bay Capital's Nouriel Roubini discusses risks to the US economy and potential for stagflation amid incoming tariffs on April 2. Seema Shah of Principal Asset Management talks about portfolio positioning as the S&P looks to snap its weekly losing streak. Cisco's Chief Product Officer Jeetendra Patel talks about the impact of artificial intelligence on the broader US labor market and how Cisco is addressing those challenges in its own operations. Kate Moore, CIO at Citi Wealth, discusses her new role and how she's investing amid market volatility and policy uncertainty.
See omnystudio.com/listener for privacy information.
3819 episodes
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1 Single Best Idea with Tom Keene: Rebecca Patterson & Tina Fordham 3:30
3:30 Play Later Play Later Lists Like Liked3:30
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- Danny Danon, Israel's Ambassador to the United Nations - Robert Tipp, Chief Investment Strategist at PGIM Fixed Income - Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations - Jim Farley, President & CEO at Ford Motor Co. Danny Danon, Israel's Ambassador to the United Nations, discusses the latest developments in the Israeli airstrikes on Iran. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, joins to discuss the Treasury outlook after yesterday's auction and the spike in yields after Israel's strike on Iran. Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations, joins to discuss the latest on Israeli strikes on Iran. Jim Farley, President & CEO at Ford Motor Co., talks about the latest updates from his company and how they're navigating a new geopolitical, tech, and economic environment. 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 & Paul SweeneyJune 13th, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, joins for a discussion on the reshaped geopolitical landscape after Israel's strike on Iran. The conflict could impact oil prices, with scenarios ranging from a moderate increase to $75 per barrel if Iran's oil facilities are attacked, to a more extreme scenario of $130 per barrel if the Strait of Hormuz is closed. The US's role in the conflict is uncertain, with possible scenarios including Tehran trying to keep the US out of the war, symbolic attacks against the US, or Iran targeting US positions in the region. 2) Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East, on Israel striking Iran and the consequences for the US and Middle East. The attacks risk plunging the Middle East into crisis, hitting the global economy, and escalating into a broader regional conflict, with the US and other nations calling for diplomatic de-escalation. 3) Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the potential for Treasuries and the Dollar becoming a safe haven amid Middle East tensions and whether US exceptionalism is fading. Treasuries rose due to escalating Israel-Iran tensions, strong auctions, and cooling inflation data, with yields falling 1-2 basis points across the curve. 4) Gautam Mukunda, Professor at Yale School of Management and Bloomberg Opinion columnist, discusses the US' role in the Israel-Iran conflict and how it could affect the upcoming Iran Nuclear Deal talks. President Trump urges Iran to accept a nuclear deal to avoid further attacks, after Israel bombed Iran's atomic facilities and killed top commanders. Israel struck around 100 targets across Iranian cities, causing oil prices to surge and investors to buy havens, and Iran responded with a wave of drones towards Israel. 5) Matt Luzzetti, Chief Economist at Deutsche Bank, talks about the changing US economic outlook amid rising Middle East tensions. Treasuries rose due to escalating Israel-Iran tensions, strong auctions, and cooling inflation data, with yields falling 1-2 basis points across the curve. duropean government bonds initially jumped but then reversed gains as focus turned to the impact of higher oil prices on inflation. See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Frances Donald & Richard Clarida 4:14
4:14 Play Later Play Later Lists Like Liked4:14
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frances Donald & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management - Norman Roule, Senior Adviser at Center for Strategic & International Studies - Frances Donald, Chief Economist at RBC - Adam Posen, President at the Peterson Institute for International Economics Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to react to PPI and discusses signals from the bond market. Norman Roule, Senior Adviser at Center for Strategic & International Studies, joins to discuss tensions in the Middle East as the US ordered some staff to leave its embassy in Baghdad after Iran threatened to strike American assets in the Middle East. Frances Donald, Chief Economist at RBC, discusses her outlook for the Fed and US economy. Adam Posen, President at the Peterson Institute for International Economics, talks about the economic impact of unilateral tariff rates. 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 & Paul SweeneyJune 12th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, joins for a discussion on CPI and the labor market and whether the Fed will be late to cut rates. The Federal Reserve is rewriting its strategy document to balance the lessons learned from low inflation before the pandemic and the painful high inflation that followed, aiming to maximize economic benefits for working Americans while controlling inflation. 2) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended conversation on the Fed, rates, and the US economy. Today's 30-year Treasury auction is providing a fresh gauge of investor appetite for long-dated debt amid concerns over mounting deficits and their impact on demand. 3) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for the 10-year-yield and brings us into PPI. President Trump's remarks on imposing unilateral tariffs on dozens of US trading partners and heightened tensions in the Middle East contributed to the risk-off tone across markets today. 4) Anton Posner, CEO at Mercury Resources, discusses how tariffs are affecting shipping and maritime industries and whether it will show up in the economic and consumer data and unilateral tariffs go into place. President Trump has threatened to impose higher duties on dozens of economies, but has only reached a trade framework with the UK and a tariff truce with China, which was recently threatened. See omnystudio.com/listener for privacy information.…
- Bob Diamond, CEO at Atlas Merchant Capital - Torsten Slok, Chief Economist at Apollo - Seth Carpenter, Chief Global Economist at Morgan Stanley - David Kelly, Chief Global Strategist at JPMorgan Asset Management Bob Diamond, CEO at Atlas Merchant Capital, joins for a discussion on markets and talks about the outlook for US equities and the US economy. Torsten Slok, Chief Economist at Apollo, talks about the potential for a credit crunch and US slowdown. Seth Carpenter, Chief Global Economist at Morgan Stanley and David Kelly, Chief Global Strategist at JPMorgan Asset Management, react to CPI. 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 & Paul SweeneyJune 11th, 2025 Featuring: 1) Mona Mahajan, Senior Investment Strategist at Edward Jones, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Winnie Cisar, Global Head: Strategy at CreditInsights, react to CPI. While the CPI reading remains important as an indicator of the path of US inflation, traders are waiting to get clarification on what the real trade story is and how much global growth will be impacted. 2) Virginie Maisonneuve, Global CIO Equity at Allianz, joins to discuss the global equity outlook and how inflation could play a role in US and global investments. Financial markets are closely watching whether the US and China could tamp down tensions that economists say have tipped the global economy into a downturn. After some 20 hours of negotiations in London, US officials said both sides had established a framework to revive the flow of sensitive goods, even though the plan still needs sign-off from Trump and Xi Jinping. 3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about her S&P 500 target and how that could be changed by today's inflation reading. Investors have been shifting to under-owned, riskier pockets of the market like small caps and high-beta stocks, with Nomura strategist Charlie McElligott citing a “right-tail” risk. 4) Karen Manna, Vice President at Federated Hermes, joins to discuss warnings signs from the bond market and opportunities for bond investors. Bond vigilantes remain focused on the US debt and deficit as uncertainty over tariffs and inflation continue. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on an AI company looking to take white collar jobs and a story in The Times on parents valuing baby girls over boys. See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Isabelle Mateos y Lago & Francisco Blanch 4:20
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Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Isabelle Mateos y Lago & Francisco Blanch. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- Mike Wilson, Chief US Equity Strategist at Morgan Stanley - Matt Luzzetti, Chief US Economist at Deutsche Bank - Henrietta Treyz, co-founder at Veda Partners - Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses whether the equity rally since April can continue with less choppiness than many anticipate. Matt Luzzetti, Chief US Economist at Deutsche Bank, joins for a preview of CPI and where he believes the path for interest rates and inflation is in 2025. Henrietta Treyz, co-founder at Veda Partners, discusses the latest on the tax bill and other political headlines. Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management, discusses warnings from the bond market in 2025 and whether the market could experience a credit crunch amid a tight economic environment. See omnystudio.com/listener for privacy information.…
1 The Rally Continues amid Uncertainty Across Markets 44:35
44:35 Play Later Play Later Lists Like Liked44:35
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 10th, 2025 Featuring: 1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins in studio for a discussion on the global impact of tariffs and what to expect from CPI. It comes as the US and China are resuming trade talks in London, aiming to agree on exports of key tech and industrial goods and avoid escalating their trade war. The outcome of the talks is being closely watched by financial markets. 2) Francisco Blanch, Head: Global Commodities at Bank of America Securities, joins to discuss how the trade war is upending agriculture market fundamentals and the outlook for energy and global commodities. It comes as the oil market is expected to be in surplus later this year due to a Saudi-led output surge and increasing production from outside OPEC+. Its trajectory will depend on factors such as OPEC+ output, trade wars, and demand growth. 3) David Doyle, Head of Economics and leads coverage in the Americas at Macquarie, discusses the US labor market and inflation as well as the view from Canada. Despite an increase in optimism from small businesses and market watchers amid an equity market rally, the uncertainty index rose, driven by concerns over President Trump's tariffs and tax legislation, with taxes ranking as the single most important problem. 4) Jeff deGraaf, Head: Technical Research at Renaissance Macro Research, joins for an extended discussion on market fundamentals amid continued policy uncertainty from DC. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT report on sharing while traveling and Business Insider's story on one Wall Street analyst using AI to predict a major antitrust case. See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Ben Laidler & Charles Kantor 3:40
3:40 Play Later Play Later Lists Like Liked3:40
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Laidler & Charles Kantor. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- Andrew Hollenhorst, Chief US Economist at Citi - Elizabeth Economy, Senior Fellow at the Hoover Institution - Francisco Blanch, Head: Global Commodities at Bank of America - Claudia Sahm, Chief Economist at New Century Advisors Andrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negotiations. Francisco Blanch, Head: Global Commodities at Bank of America, talks about the outlook for commodities and oil and energy prices globally. Claudia Sahm, Chief Economist at New Century Advisors, breaks down the health of the labor market and where it's trending in 2025. 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 & Paul SweeneyJune 9th, 2025 Featuring: 1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty. 2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss DC headlines including the riots in LA and latest on the tax bill after Elon Musk's White House fallout. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk. 3) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, talks about why history rhymes between now and the 2000 .com bubble and the potential for a consumer crunch. Markets are focusing on a $22 billion auction of 30-year bonds on Thursday and Wednesday's US inflation report for May, which may show a slightly faster pace of price increases. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg reporting on baseball's TV deal and WSJ's look at Father's Day gifts. See omnystudio.com/listener for privacy information.…
1 Andrew Cuomo: A Conversation with the Former NY Governor 25:43
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Play Later Play Later Lists Like LikedFormer New York Governor Andrew joined Bloomberg Surveillance to talk about his candidacy for Mayor of New York City, President Trump's immigration policies and the state of the Democratic party. He speaks with Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.
- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Dan Ives, Global Head of Technology at Wedbush Securities - Ed Mills, Washington Policy Analyst with Raymond James Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and Stephanie Roth, Chief Economist at Wolfe Research offer their analysis of May nonfarm payrolls data and discuss the outlook for the labor market. Ed Mills, Washington Policy Analyst with Raymond James, discusses President Trump's agenda and his public feud with Elon Musk. See omnystudio.com/listener for privacy information.…
1 Reaction to Jobs Report and the Trump-Musk Feud 38:52
38:52 Play Later Play Later Lists Like Liked38:52
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 6th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, and Kristina Campmany, Senior Portfolio Manager with Invesco, react to the May nonfarm payrolls report. Data released earlier this week signaled a softening labor market, which reinforced expectations that the Federal Reserve will cut interest rates at least twice this year. 2) Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. After Tesla shares tanked 14% and Musk's personal wealth dropped by $34 billion, Musk signaled a willingness to cool tensions with Trump, responding to a user's advice to "cool off and take a step back for a couple days" with "Good advice." 3) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and discusses how the jobs report is affecting markets. US yields Thursday rebounded from session lows after an unexpected increase in new jobless claims, with traders pricing in an earlier start to Federal Reserve interest-rate cuts. 4) Jennifer Harris, former Special Assistant to the President and Senior Director for International Economics on the National Security Council and the National Economic Council, on her Foreign Affairs article "The Post-Neoliberal Imperative" and the realignment of a "new centrism" in American politics. See omnystudio.com/listener for privacy information.…
- Mike Johnson, Republican Speaker of the House of Representatives - Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI - Jordan Rochester, Head: FICC Strategy at Mizuho - Krishna Memani, CIO at Lafayette College Mike Johnson, Republican Speaker of the House of Representatives, joins for a discussion on the House tax bill and how he hopes his party will look to get it passed through the Senate. Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI, joins for a discussion on the outlook for the US economy and the Fed. Jordan Rochester, Head: FICC Strategy at Mizuho, reacts to the ECB decision and discusses dollar strength. Krishna Memani, CIO at Lafayette College, reacts to jobless claims and discusses how the labor market could impact US markets. See omnystudio.com/listener for privacy information.…
1 Jobs Data Key to Market Outlook Description: 33:29
33:29 Play Later Play Later Lists Like Liked33:29
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 5th, 2025 Featuring: 1) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for an extended discussion on labor market strength and whether we are on the cusp of a breaking of US labor. Friday's jobs report is expected to show slowed growth in nonfarm payrolls and a steady unemployment rate, with traders awaiting fresh data on the US economy. 2) Vishy Tirupattur, Chief Fixed Income Strategist at Morgan Stanley, joins to discuss bond market warnings and reacts to jobless claims. A series of poorly received sovereign bond auctions worldwide has raised questions about investors' willingness to fund government spending plans. Recent auctions in Japan, Australia, and South Korea have shown weak demand, and investors are demanding more compensation to hold long-dated bonds due to growing anxiety about fiscal deficits. 3) Julia Coronado, President and founder of Macropolicy Perspectives, joins to talk about the June FOMC meeting and whether there'll be more Fed cuts than is being priced in. A trend of higher global yields is a warning sign from investors that governments cannot keep borrowing at the pace they did when interest rates were close to zero. 4) Neale Richmond, Ireland’s Minister of State for Diaspora and International Development, on how the EU is negotiating with the US on tariffs. It comes as the EU's power to impose retaliatory tariffs on US goods and services received a legal boost from an adviser to the EU's top court. 5) Romi Savova, CEO at PensionBee, discusses bringing efficiency to the retirement systems in the US and abroad and how money managers can better position people to retire. See omnystudio.com/listener for privacy information.…
- Kate Moore, CIO at Citi Wealth - Wendy Schiller, professor at Brown University - Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management - Molly Brooks, US Rates Strategist at TD Securities Kate Moore, CIO at Citi Wealth, offers her outlook for equities in 2025 as trade tensions heighten while good jobs data reinforces a rally. Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, discusses continued warning signs about the US economy coming from the bond market and talks about how momentum factors into investment strategies. Wendy Schiller, professor at Brown University, talks about the latest trade tensions with China and other priorities of the Trump administration. Molly Brooks, US Rates Strategist at TD Securities, talks about whether the US could see multiple rate cuts by the end of 2025. 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 & Paul SweeneyJune 4th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman of Goldman Sachs, joins to discuss the Fed, interest rates, and resiliency of the US economy. US stock futures hold onto two days of gains as investors await labor market data, which has so far held up better than expected amid the Trump administration's trade war. 2) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, discusses his recent findings on the impact of tariffs on US companies and the US economy. Investors will follow services data and ADP's report on private-sector employment for updated information on the strength of the US economy, ahead of Friday's nonfarm payrolls report, as the market continues to climb on healthy eco data and in spite of tariffs. 3) Sassan Ghahramani, President and CEO at SGH Macro Advisors, joins to discuss President Trump's social media post upending US-China trade sentiment. President Trump called Xi Jinping "VERY TOUGH, AND EXTREMELY HARD TO MAKE A DEAL WITH" in a late-night social media post, raising questions about the fragile economic truce between the US and China. Tensions between the two countries are increasing, with the US recently barring the shipping of critical jet engine parts to China and seeking to slap fresh curbs on Huawei= chips, among other measures. 4) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about the air traffic controller concern for airlines and offers her analyst recommendations for US airlines. 5) Eric Rosen, author at The Rosen Report and former head of credit trading at UBS, talks about the dollar's position on the globe and how deficits and debt could weigh on it. While some economists fear a notable weakening in US employment in coming months under the weight of tariffs, that hasn’t shown up in the data yet. See omnystudio.com/listener for privacy information.…
1 Bloomberg Surveillance TV: June 3, 2025 (Podcast) 21:13
21:13 Play Later Play Later Lists Like Liked21:13
Play Later Play Later Lists Like Liked-Leland Miller, co-founder and CEO of China Beige Book -Matt Wood, Global and US Commercial Technology & Innovation Officer, PwC -Rep. Andy Barr (R-KY) See omnystudio.com/listener for privacy information.
1 Single Best Idea with Tom Keene: Tom Porcelli & Tony Capuano 3:11
3:11 Play Later Play Later Lists Like Liked3:11
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tom Porcelli and Tony Capuano Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 & David GuraJune 3nd, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, on how geopolitics are never 'going back to normal' 2) Chris Harvey, Chief US Equity Strategist at Wells Fargo, on markets. Stock futures are lower after the weekend brought more tariff drama, with China and the US accusing each other of violating a trade deal concluded just a few weeks ago. There’s also bearish comments on the dollar: Morgan Stanley expects the currency to slump 9% by mid-2026. 3) Tom Porcelli, Chief US Economist at PGIM Fixed Income on how the Fed is on the sidelines, for now. But as economic activity slows this year, we expect the Fed will ease in H2. 4) Evan Osnos, author and New Yorker staff writer, on his new book "The Haves and Have-Yachts" See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Jordan Rochester & Sharon Miller 4:30
4:30 Play Later Play Later Lists Like Liked4:30
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jordan Rochester & Sharon Miller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- Brandon Farris, Vice President: Energy & Resources Policy at the Steel Manufacturers Association - Kate Kalutkiewicz, Senior Managing Director: Trade Practice & McLarty Inbound at McLarty Associates - Aditya Bhave, Senior US Economist at Bank of America - Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Brandon Farris, Vice President: Energy & Resources Policy at the Steel Manufacturers Association, joins to discuss President Trump saying he will double steel tariffs and how that could affect consumers and businesses. Kate Kalutkiewicz, Senior Managing Director: Trade Practice & McLarty Inbound at McLarty Associates, discusses the latest on the US-led trade war and whether talks with China are stalling. Aditya Bhave, Senior US Economist at Bank of America, offers his outlook for the US economy and potential for a recession in 2025. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her outlook for equities in 2025 and whether there could be more choppiness in the summer months. See omnystudio.com/listener for privacy information.…
1 Trump Tariff Threats and Debt Concerns Weigh on Markets 26:38
26:38 Play Later Play Later Lists Like Liked26:38
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 2nd, 2025 Featuring: 1) Stephen Stanley, Chief Economist at Santander, joins for an extended conversation on the outlook for the US economy, lower consumer spending, and potential for a shallow recession in the US. Global stocks started the new month under pressure due to a flare-up in global trade tensions and geopolitical uncertainty. Gold is heading for its biggest gain in almost four weeks as geopolitical and trade tensions revived demand for haven assets. 2) Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, discusses bond market warnings and why the Fed won't be coming to the rescue any time soon. The dollar fell 0.5%, extending a streak of five monthly losses, while Treasury yields rose across the curve, with the 10-year rate up four basis points to 4.44% in the early part of the morning as risk appetite dissipates. 3) Maya MacGuineas, President of the Committee for a Responsible Federal Budget, talks about the House bill "debt fiasco" and why markets haven't fully awaken to the debt and deficit problem in the US. It comes as Treasury Secretary Scott Bessent says the US "is never going to default" as the deadline for increasing the federal debt ceiling approaches. Bessent declines to specify an "X date" for when the Treasury will run out of cash, but says the goal is to bring the deficit down over the next four years. 4) Henrietta Treyz, co-founder at Veda Partners, talks about President Trump threatening an increase to steel and aluminum tariffs, how the tax bill could be transformed in the Senate, and other DC headlines. Uncertainty prompted by President Donald Trump’s trade agenda picked up after China and the US accused each other of violating a trade deal concluded last month. Trump also said he would double tariffs on steel and aluminum imports. Meanwhile, Ukraine staged a dramatic series of strikes across Russia, deploying drones hidden in trucks deep inside the country to hit strategic airfields. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on Gen Z's interest in chain restaurants and a Business Insider story on AI already taking human jobs. See omnystudio.com/listener for privacy information.…
1 Single Best Idea with Tom Keene: Seema Shah & Greg Boutle 4:30
4:30 Play Later Play Later Lists Like Liked4:30
Play Later Play Later Lists Like LikedTom 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.
- 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.…
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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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Wendy Schiller & Anastasia Amoroso 4:14
4:14 Play Later Play Later Lists Like Liked4:14
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Anastasia Amoroso Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy - Bob Michele, CIO: Fixed Income at JPMorgan Asset Management - Angelo Zino, Senior Research Analyst at CFRA Research - Libby Cantrill, Head: Public Policy at PIMCO Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy, joins for an extended discussion on trade and tariffs after a US court blocked many of President Trump's tariffs on imports from dozens of countries. Libby Cantrill with PIMCO discusses options for President Trump after his tariffs were blocked by a US court. Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses signals and warnings from the bond market on tariffs, debt, and deficits. Angelo Zino, Senior Research Analyst at CFRA Research, reacts to Nvidia earnings. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Court Blocks Trump Global Tariffs as Nvidia Lift Markets 36:13
36:13 Play Later Play Later Lists Like Liked36:13
Play Later Play Later Lists Like LikedWatch 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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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Jordan Rochester & Nancy Lazar 4:13
4:13 Play Later Play Later Lists Like Liked4:13
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jordan Rochester & Nancy Lazar Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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.…
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Bloomberg Surveillance
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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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Steve Chiavarone & Nicholas Burns 4:44
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Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Chiavarone & Nicholas Burns. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management - Amanda Lynam, Head: Macro Credit Research at BlackRock - Terry Haines, founder at Pangaea Policy - Lynn Martin, President of NYSE Amanda Lynam, Head: Macro Credit Research at BlackRock, joins to discuss opportunities in corporate credit as bond market yields remain stubbornly high. Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, talks about opportunities in equities as President Trump pivots on EU tariffs and as the bond market signals more warnings about the US debt and deficit. Terry Haines, founder at Pangaea Policy, joins to talk about President Trump's economic policies and support heading into the summer. Lynn Martin, NYSE president, on IPO activity in 2025. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Equity Rally Continues as Tariff Pause Continues 43:05
43:05 Play Later Play Later Lists Like Liked43:05
Play Later Play Later Lists Like LikedWatch 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.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Barry Eichengreen & Emily Roland 4:40
4:40 Play Later Play Later Lists Like Liked4:40
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Eichengreen & Emily Roland. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- Jim Bianco, president and founder at Bianco Research - Nadia Lovell, Senior Strategist: US Equity at UBS - Dana Telsey, CEO at Telsey Advisory Group - Russell Brownback, Head: Global Macro Positioning at BlackRock Jim Bianco, president and founder at Bianco Research and Nadia Lovell, Senior Strategist: US Equity at UBS, join to offer their outlook on US equities and whether it could sustain its post-Liberation Day rebound. Dana Telsey, CEO at Telsey Advisory Group, discusses consumer health and the outlook for luxury goods in the US and globally. Russell Brownback, Head: Global Macro Positioning at BlackRock, talks about signals from the bond market globally after the House passed its tax bill. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Equities Pull Back as Bonds Signal Warnings 37:14
37:14 Play Later Play Later Lists Like Liked37:14
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 23rd, 2025 Featuring: 1) Sebastien Page, head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, joins for an extended discussion on whipsawing markets and where money managers are allocating their money in an increasingly uncertain economic environment. The S&P 500 remains on course for its worst weekly performance since the selloff following President Donald Trump’s tariff announcements at the beginning of the April. 2) Barry Eichengreen, professor at University of California-Berkeley, talks about the Trump administration's international economic policies and whether they serve both global and domestic interests. It comes as US businesses are the most worried about the impact of President Donald Trump’s shifting tariff policies on their revenues, with more than half projecting a hit of at least 25% to their revenue, according to a survey by HSBC. 3) Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, talks about continued signals from global bonds about US debt and whether it's just another warning signal that will pass. Many investors believe Trump has learned his lesson and will implement a more modest tariff plan, which is why they are no longer worried about the impact of tariffs on the market, but the market is still susceptible to macro shocks, and investors are now focusing on fundamentals. 4) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss President Trump's tweets on tariffs that would affect Apple and the EU. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on expensive mocktails and a Bloomberg News story on Tom Cruise receiving an aircraft carrier for one of his missions. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Russell Brownback & Leslie Palti-Guzman 4:30
4:30 Play Later Play Later Lists Like Liked4:30
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Russell Brownback & Leslie Palti-Guzman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- Greg Peters, Co-CIO at PGIM Fixed Income - Scott Chronert, Head: US Equities at Citi - Nela Richardson, Chief Economist at ADP - Nisha Patel, Portfolio Manager: Fixed Income at Parametric Greg Peters, Co-CIO at PGIM Fixed Income, joins to discuss yesterday's Treasury Auction and warning signs coming from the bond market. Scott Chronert, Head: US Equities at Citi, discusses his S&P 500 target for 2025 and headwinds equities face amid tariff and tax uncertainty. Nisha Patel, Portfolio Manager: Fixed Income at Parametric, discusses tax loss harvesting amid the House passing its tax bill and portfolio management in an uncertain economic environment. Nela Richardson, Chief Economist at ADP, reacts to US jobless claims. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 22nd, 2025 Featuring: 1) Stephanie Roth, Chief Economist at Wolfe Research, joins to discuss upside surprises in tariffs and inflation and how the reconciliation bill could lift 10-year yields. US bonds and stocks steadied after a volatile day, with investors focusing on talks over President Donald Trump's tax and spending bill and private-sector data offering insight on the economy. 2) Russ Brownback, Head of Global Macro Positioning for Fixed Income at BlackRock, joins for an extended discussion on Treasury Yield warnings and what yesterday's lackluster auction means for markets. The worry in debt markets is that the tax bill would add trillions of dollars to an already bulging deficit at a time when investors’ appetite is US assets is waning. 3) Terry Haines, founder at Pangaea Policy, reacts to the tax bill vote. House Republican leaders released a revised version of President Trump's tax and spending bill, which includes a higher limit on the deduction for state and local taxes and other changes to win over GOP factions. 4) Mark Douglas, CEO at MNTN, talks about going public today and raising funds at the top of the marketed range. Ryan Reynolds’ Ad Firm MNTN, Holders Raise $187 Million in IPO as the company has a market value of about $1.24 billion and a fully diluted value of about $1.6 billion, with Founder and CEO Mark Douglas set to have 26% of the voting power after the offering. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on anxiety-inducing wearables and a WSJ story on negotiating a best and final job offer. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Marta Norton & Brian Belski 4:30
4:30 Play Later Play Later Lists Like Liked4:30
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Marta Norton & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance
- Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen - Terry Haines, founder at Pangaea Policy - Bill Dudley, former president of the Federal Reserve Bank of New York - Aasem Khalil, Investment Banking Client Service Head at Goldman Sachs Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen, joins for a discussion on markets and outlook for softening US economic growth. Terry Haines, founder at Pangaea Policy, joins the program to discuss tax bill negotiations. Bill Dudley, former president of the Federal Reserve Bank of New York, joins to talk about his Bloomberg Opinion column on the Fed preparing for the unexpected. Aasem Khalil, Investment Banking Client Service Head at Goldman Sachs, joins our Lisa Abramowicz for a conversation about the US economy and deal and business environment. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 A Slowdown in Stocks and Bond Market Warning 43:09
43:09 Play Later Play Later Lists Like Liked43:09
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 21st, 2025 Featuring: 1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how China-US tariff news supports stocks and why we could continue to see shocks this year. Investors are becoming cautious due to the economic outlook and policy uncertainty, with fractious US budget negotiations also a concern. 2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, talks about why he expects more gains for stocks and remains bullish on the S&P. Wall Street was heading for a lower open as momentum from the US stocks rally continues to fizzle out, with S&P 500 futures sliding 0.5% after a recent rally. 3) Stephen Roach, Senior Fellow, Paul Tsai China Center at Yale Law School, on the playbook of US and China in trade negotiations and why a persistent uncertainty shock will likely freeze business decision making. China's Commerce Ministry threatens legal action against anyone enforcing US restrictions on Huawei chips, escalating the tech dispute. Despite the tensions, Chinese officials express their wish to improve relations, 4) Marta Norton, Chief Investment Strategist at Empower, on the defiant US economy and whether a new tax package could be a long-term positive for markets. Traders are betting that long-term Treasury yields will surge due to concerns over the US government's debt and deficits, fueled by President Donald Trump's tax-cut bill. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on downtown becoming the new uptown when it comes to real estate for New York's wealthiest, and Washington Post's story on how some of the NFL's top players could be headed to the Olympics. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Ed Yardeni & Angela Stent 4:00
4:00 Play Later Play Later Lists Like Liked4:00
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni & Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance
- Stephen Miran, Chairman: Council of Economic Advisers at the National Economic Council - David Malplass, former President of the World Bank - Priya Misra, Portfolio Manager - Core Plus Fund at JPMorgan Asset Management - Torsten Slok, Chief Economist at Apollo Stephen Miran, Chairman: Council of Economic Advisers at the National Economic Council, joins to discuss the Trump administration's economic agenda and goals. David Malplass, former President of the World Bank, joins for a discussion on the US economic outlook and how President Trump's trade and economic policies could change the economic trajectory of the US. Priya Misra, Portfolio Manager - Core Plus Fund at JPMorgan Asset Management, discusses opportunities in fixed income amid an uncertain path for rate cuts and potential for a US recession. Torsten Slok, Chief Economist at Apollo, offers his outlook for the US economy and markets and contextualizes recent economic data. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Moody's Downgrade and Tariffs Impact Markets 35:33
35:33 Play Later Play Later Lists Like Liked35:33
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 20th, 2025 Featuring: 1) Ed Yardeni, president at Yardeni Research, joins for an extended discussion on the outlook for equities, his S&P target, and whether tariffs will weigh on corporate bottom lines. Asix-day winning streak in the S&P 500 is set to pause as investors bet that US stocks will lag the rest of the world. It comes as Hong Kong's pension fund managers are concerned about potential forced selling of their Treasury holdings due to Moody's downgrade of US debt, as they are only allowed to invest over 10% of their assets in Treasuries if the US has a AAA or equivalent rating. 2) Holger Schmeiding, Chief Economist at Berenberg, discusses UK-EU trade relations and the divergence of post-Soviet (lower case) liberalism and right-wing authoritarianism and their effects on European economies. It comes as European stocks are expected to outperform US stocks, driven by structural shifts such as higher investments in defense and infrastructure. 3) Angela Stent, Senior Fellow at the Brookings Institute and Georgetown professor, discusses the call between President Trump and Russian President Vladimir Putin and what it. European leaders are disappointed after a phone call between Trump and Putin, feeling that Trump is disengaging from diplomatic efforts to end the war in Ukraine and leaving Ukraine and its allies on their own. 4) Dan Tannebaum, Partner at Oliver Wyman, reacts to the Trump-Putin call and talks about what options the president has for putting pressure on Russia, as well as what opening up trade to Russia would mean. President Trump's plan for Russia and Ukraine to negotiate directly on a framework for peace talks before a truce is in place is seen as allowing Putin to buy time, with Russia presenting maximalist demands in previous talks. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a NYT story on The US Open tennis tournament makeover and Bloomberg's story on Amazon tackling last place in the NFL ratings. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: George Bory & Dean Curnutt 5:14
5:14 Play Later Play Later Lists Like Liked5:14
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with George Bory & Dean Curnutt. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance
- Krishna Memani, CIO at Lafayette College - Jeannette Lowe, Director: Policy Research at Strategas Securities - Kathy Jones, Chief Fixed Income Strategist at Charles Schwab - Neil Dutta, Head: US Economic Research at Renaissance Macro Krishna Memani, CIO at Lafayette College and Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, join to discuss the US economic outlook after the Moody's US credit downgrade and rise in long-term Treasury yields. Jeannette Lowe, Director: Policy Research at Strategas Securities, talks about the latest on tax bill negotiations and President Trump's economic agenda. Neil Dutta, Head: US Economic Research at Renaissance Macro, discusses US economic indicators and whether the US economy is weakening, as well as the outlook for rate cuts in 2025. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 19th, 2025 Featuring: 1) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins for an extended discussion the economic outlook for the US and health of US banks and companies, as well as her call for 6% unemployment in 2025. US bonds, stocks, and the dollar retreated in the premarket Monday after Moody's Ratings stripped the government of its top credit rating, reinforcing concerns about the status of American assets. 2) George Bory, Chief Investment Strategist, Fixed Income at Allspring Global Investments, joins to discuss the rise in Treasuries amid the US credit downgrade from Moody's. The downgrade risks reinforcing Wall Street's growing worries over the US sovereign bond market as a ballooning budget deficit shows little sign of narrowing. 3) Dean Curnutt, CEO at Macro Risk Advisors, talks about signals from the VIX and bond market about US economic concerns and whether the US is staring down a bond crisis. The early Monday selloff in long-end US bonds is picking up on those deficit concerns following Friday’s downgrade by Moody’s. 4) Tina Fordham, founder at Fordham Global Foresight, previews President Trump's call with Russian President Vladimir Putin, and talks about the geo-economic implications of President Trump's term, as well as the latest on the US tax bill. Putin is unlikely to offer meaningful concessions to Trump, and is instead trying to maneuver to continue negotiations alongside a military offensive, while Ukraine and European leaders push for a full and immediate ceasefire. 5) Jamie Patton, co-head of Global Rates at TCW, brings us into the market open and talks about the bar for rate cuts in 2025 as Treasuries pop. Yields climbed last week as well as traders reduced expectations of multiple Federal Reserve interest-rate cuts by year-end. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
We've heard of streaming platforms realizing the power of live sports. But what we haven't heard much buzz about is the growing audience who's watching. And they have more than $3.6 trillion dollars in buying power. Bloomberg's Lisa Mateo explains. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions happening in boardrooms, Zooms and group chats in power centers around the world. From interpreting Fed meetings to the business of wolf cloning, each week Max, Stacey and their friends at Bloomberg Businessweek guide listeners through what really went on during the last week from Wall Street and Main Street. Because what’s happening with money and markets is everybody’s business. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Bill Lee & Ellen Wald 4:37
4:37 Play Later Play Later Lists Like Liked4:37
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bill Lee & Ellen Wald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance
- Andrew Hollenhorst, Chief US Economist at Citi - Lisa Shalett, CIO: Wealth Management at Morgan Stanley - Rep. Mike Lawler, Republican House Representative from New York - Maya MacGuineas, President at Committee For A Responsible Federal Budget Andrew Hollenhorst, Chief US Economist at Citi, talks about his outlook for the US economy and labor market amid uncertain tariff policy and tax negotiations. Lisa Shalett, CIO: Wealth Management at Morgan Stanley, discusses asset allocation as the S&P 500 looks to close out one of its best weeks of 2025. Rep. Mike Lawler, Republican House Representative from New York, talks about tax bill negotiations in Congress. Maya MacGuineas, President at Committee For A Responsible Federal Budget, discusses the Federal deficit and how it could be affected by the GOP tax bill. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Trade Deals Buoy Markets as Uncertainty Remains 32:22
32:22 Play Later Play Later Lists Like Liked32:22
Play Later Play Later Lists Like LikedWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 16th, 2025 Featuring: 1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on the yet-to-be-seen effects of tariffs on global markets and why she expects more equity volatility in 2025. The S&P 500 on track for one of its best weeks this year, as easing trade tensions between the US and China buoyed appetite for risky assets. 2) Meghan Robson, Head of US Credit Strategy at BNP Paribas, on why she remains cautious on credit markets in an uncertain environment. The dollar weakened again against major peers and the 10-year yield was lower after declining Thursday, as economic data spurs speculation the Fed will cut interest rates twice this year. This, as traders await negotiations around the US budget with its promise of large tax cuts and a potential impact that will have on the fiscal deficit. 3) Bill Lee, Chief Economist at the Milken Institute, brings us into the market open and discusses uneasy progress in US trade deals and what he makes of the outcome of the US-China temporary trade truce. The 90-day reduction in tariffs has already led to a surge in transpacific shipping volumes, with bookings from China to the US particularly strong, and freight rates are rising as a result. 4) Ellen Wald, Senior Fellow at the Atlantic Council, joins for a discussion on low oil prices and what President Trump's trip to the Middle East could mean for the outlook for gas and energy prices. The International Energy Agency expects a global glut in oil supply this year and next due to increasing production and slowing demand growth. 5) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management, discusses reduced tail risk of a hard landing and JPM's case for sub-trend growth in 2025. Some officials, like Atlanta Fed President Raphael Bostic, expects the US economy to slow this year but not fall into recession. He also expects one rate cut in 2025. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Michael Darda & Elizabeth Economy 5:10
5:10 Play Later Play Later Lists Like Liked5:10
Play Later Play Later Lists Like LikedTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Darda & Elizabeth Economy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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