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The Head Start: Embracing the Journey
1 Sweat and Resilience: Balancing Chronic Migraine with Fitness Goals 35:00
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LikedThe healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…
Bloomberg Surveillance TV: March 26, 2025
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- Chris Maher, Chairman and CEO at Oceanfirst Bank
- Jeannette Lowe, Director of Policy Research at Strategas Securities
- Amrita Sen, Director of Research and Founder at Energy Aspects
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
Chris Maher of Oceanfirst Bank joins for a discussion on how tariffs could impact his business and the outlook for clients and US consumers. Jeannette Lowe with Strategas Securities joins to discuss the latest on policy clarity from the Trump administration. Energy Aspects founder Amrita Sen talks about uncertainty surrounding global energy prices in the coming months. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the interest rate path in the US as the Fed awaits policy clarity from the White House.
See omnystudio.com/listener for privacy information.
3792 episodes
ShareManage episode 473473328 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.
- Chris Maher, Chairman and CEO at Oceanfirst Bank
- Jeannette Lowe, Director of Policy Research at Strategas Securities
- Amrita Sen, Director of Research and Founder at Energy Aspects
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
Chris Maher of Oceanfirst Bank joins for a discussion on how tariffs could impact his business and the outlook for clients and US consumers. Jeannette Lowe with Strategas Securities joins to discuss the latest on policy clarity from the Trump administration. Energy Aspects founder Amrita Sen talks about uncertainty surrounding global energy prices in the coming months. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the interest rate path in the US as the Fed awaits policy clarity from the White House.
See omnystudio.com/listener for privacy information.
3792 episodes
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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.…
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.…
- 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.…
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.…
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.…
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.…
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.…
1 Single Best Idea with Tom Keene: Steve Chiavarone & Nicholas Burns 4:44
4:44 Play Later Play Later Lists Like Liked4:44
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.…
- 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.…
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.…
1 Single Best Idea with Tom Keene: Barry Eichengreen & Emily Roland 4:40
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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 Barry Eichengreen & Emily Roland. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
- 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.…
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
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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 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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Bloomberg Surveillance
- Jamie Dimon, CEO and Chairman of JPMorgan Chase - Jim Zelter, President at Apollo Global Management - Gene Seroka, Executive Director at the Port of LA - Nela Richardson, Chief Economist at ADP Bloomberg's Francine Lacqua sits down exclusively with Jamie Dimon, CEO and Chairman of JPMorgan Chase from the JPMorgan Global Markets Conference in Paris. Jim Zelter, President at Apollo Global Management, offers his outlook for markets and inflation amid growing economic uncertainty in the US and globally. Gene Seroka, Executive Director at the Port of LA, discusses the outlook for imports and shipping as US-China trade relations ease. Nela Richardson, Chief Economist at ADP, reacts to retail sales and jobless claims and and offers her outlook for the consumer. 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 15th, 2025 Featuring: 1) Michael Darda, Chief Economist at Roth Capital Partners, talks about a decreased recession risk as trade deals begin and why Trump's raising taxes and increasing the marginal tax rate won't necessarily lead to economic and financial upheaval. Traders are looking ahead to a speech by Federal Reserve Chair Jerome Powell and a slew of economic reports to gauge the sustainability of the recent equity rally, with billionaire Steve Cohen predicting a 45% chance of a US recession. 2) Gene Seroka, CEO at the Port of LA, joins for a discussion on shipping and why normalizing relations with China won't lead to a surge in imports. Recently, Seroka has noted that the US-China tariff truce likely won't cause businesses to frontload inventory. 3) Michelle Meyer, Chief Economist, North America at the MasterCard Economics Institute, reacts to retail sales and talks about her outlook for the consumer. Market participants have a downbeat view of retails sales heading into the day, but alternative measures of spending suggest tariff frontrunning has continued during the month. Signs of a resilient consumer could continue to support stocks. 4) Elizabeth Economy, Hargrove senior fellow and co-director of the U.S., China and the world program at the Hoover Institution at Stanford University, talks about the "total reset" in the US' relationship with China, whether the US or China are winning in trade negotiations so far, and whether we'll see meaningful change in Chinese market practices. In a sign of discord today, Beijing has pushed back against a US decision aimed at curbing Chinese-made artificial intelligence chips. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on Gen Z changing what it means to be a reader and TripAdvisor's top destinations for travelers. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Kenneth Rogoff 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 a conversation with Harvard professor Kenneth Rogoff. 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
- Jens Nordvig, CEO and founder at Exante Data - Wei Li, Global Chief Investment Strategist at BlackRock - Holly O'Neill, President: Consumer, Retail & Preferred at Bank of America - Bill Dudley, Bloomberg Opinion columnist and former President of NY Federal Reserve Jens Nordvig, CEO and founder at Exante Data, discusses Dollar strength and FX moves amid recent trade turmoil and a reshaping of the US economic landscape. Wei Li, Global Chief Investment Strategist at BlackRock, talks about her outlook for global growth, US investment, and inflation, as well as upside inflation risks. Holly O'Neill, President: Consumer, Retail & Preferred at Bank of America, discusses the state of the American consumer. Bill Dudley, Bloomberg Opinion columnist and former President of NY Federal Reserve, talks about his Opinion column on US-China trade tensions and the Fed. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Dollar Dominance, Tariffs, and an Equity Rebound 55:50
55:50 Play Later Play Later Lists Like Liked55:50
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 14th, 2025 Featuring: 1) Ken Rogoff, professor at Harvard University and former IMF Chief economist, joins for a two block, extended discussion on his new book, "Our Dollar, Your Problem," the "exorbitant privilege" of the dollar as the global reserve currency, and how the Trump administration is expediting the unseating of the dollar's position on the global stage. Ccurrency-centric headlines out of South Korea suggest that the dollar’s consolidation this month may be imperiled if signs grow that the US administration is now shifting focus from trade to exchange rates. At the heart of the Dollar Index’s immediate decline is a lingering concern that the Trump administration may pursue policies that involve countries selling the dollar to cure perceived economic imbalances stemming from a strong currency. 2) Wei Li, Chief Global Investment Strategist at BlackRock, joins for an extended discussion on tariffs causing further contractions, a US stock rally, and the fear of sticky US inflation. The stock recovery in stocks got an extra boost this week after the US and China cut trade tariffs, US inflation slowed, and earnings came in better than expected. Wall Street strategists are skeptical about how much further stocks can run. 3) Lindsay Rosner, Head: Multi-Sector Investing Goldman Sachs Asset Management, talks about signs of bottoms up in the credit world, upside inflation risks, and consumer strength's effects on economic growth. The yield on 10-year Treasuries advanced one basis point yesterday and the Bloomberg Dollar Spot Index fell as the Federal Reserve is expected to stay put in evaluating potential implications of tariffs. 4) David Bailin, CEO at CIO Capital and former Chief Investment Strategist at Citi, brings us into the market open and talks about his belief the US could enter a "Compression Recession" that could blindside everyone. Tensions around President Trump's trade war cooled and inflation data showed limited impacts, but there could be underlying risks to the economy. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on rival nations recruiting talent cast aside by American universities and a WSJ story on workers feeling overpaid. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: John Lipsky & Brian Belski 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 John Lipsky & 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
1 Stocks Rebound Post-Tariff Tantrum as Investors Weigh CPI 56:58
56:58 Play Later Play Later Lists Like Liked56:58
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 13th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, Matt Miskin, Co-Chief Investment Strategist John Hancock Investment Management, and Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, react to CPI. Before today's CPI reading, the S&P 500 and Nasdaq showed further gains, in spite of some investors feeling wary about the lack of detail in Monday's US-China tariff announcement and the risk of another flare-up between Beijing and Washington, with trade pressures already hitting businesses. 2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and discusses his bullish equity stance. The easing of trade tensions between the US and China gives investors hope that the US economy can avoid a recession, with traders now expecting the Federal Reserve to lower rates just twice in 2025. 3) Nancy Tengler, CEO and CIO at Laffer Tengler investments, talks about the potential for renewed bullishness (or bearishness) in equities, and why she believes now is a time to turn to mid caps. Many investors are signaling the shift in trade sentiment will be enough to drive a recovery in global markets, despite some concerns. 4) John Lipsky, former managing director of the International Monetary Fund and distinguished visiting scholar at Johns Hopkins, on the US economy, global economic risks, and the Fed reversing its "red line" approach. With hopes riding high that the US economy can avoid a recession, traders now expect the Federal Reserve to lower rates just twice in 2025. 5) Brian Wieser, Principal at Madison and Wall, talks about trends as upfronts kick off for advertisers, ad spending amid economic uncertainty, and implications of Google and Apple search trial. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - Monica Guerra, Head: Policy at Morgan Stanley - Skylar Montgomery-Koning, FX Strategist at Barclays David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO react to CPI. Monica Guerra, Head: Policy at Morgan Stanley, discusses President Trump's tariff policy, the GOP tax bill, and other Congressional priorities ahead of the summer. Skylar Montgomery-Koning, FX Strategist at Barclays, discusses FX opportunities as President Trump continues to negotiate tariffs. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Geoffrey Yu & Huw van Steenis 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 Geoffrey Yu & Huw van Steenis. 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
- Scott Bessent, US Treasury Secretary - Russ Koesterich, Portfolio Manager at BlackRock - Meera Pandit, Global Market Strategist at JPMorgan Investment Management - Seth Carpenter, Chief Global Economist at Morgan Stanley US Treasury Secretary Scott Bessent joins to discuss the US and China will temporarily lowering tariffs on each other's products and his weekend negotiations. Russ Koesterich, Portfolio Manager at BlackRock, talks about how equities are responding positively to easing tensions between the US and China on trade. Meera Pandit, Global Market Strategist at JPMorgan Investment Management, talks about the global outlook for equities amid US-China trade negotiations. Seth Carpenter, Chief Global Economist at Morgan Stanley, talks about whether an agreement between the US and China on trade lessens the odds of a US recession. 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 12th, 2025 Featuring: 1) Geoffrey Yu, Senior Strategist: EMEA at BNY, talks about the market reaction to the US-China trade agreement and why the worst-case scenarios for markets are now a thing of the past. Investors rushed back into US assets, powering a 3% surge in S&P 500 futures, after China and the US agreed to cut tariffs and de-escalate their trade war. 2) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on the "Sell America" narrative getting squeezed as the US dollar strengthens. The dollar topped a one-month high on the US-China trade talks, while gold fell more than 3% and the 10-year Treasury yield climbed five basis points to 4.42%. 3) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on equity relief post-US-China trade talks and whether she expects further choppiness. Every S&P 500 sector has advanced since President Trump's April 9 pause on his harshest tariffs, with gains led by information technology, industrials, and consumer discretionary segments. 4) Huw van Steenis, Vice Chair at Oliver Wyman, on how international investors will re-balance their portfolios in reaction to US-China trade talks. Market breadth indicators, such as the 40-Week Technique Indicator and the S&P 500's cumulative advance-decline line, are signaling optimism and strength in the market, with some strategists boosting their allocation to stocks. 5) Dan Ives, Global Head: Technology at Wedbush Securities, talks about why the result from Treasury Secretary Bessent's negotiations are the "best case scenario" for tech. Nvidia, Apple, Amazon, and Tesla took off in premarket trading following the announcement on trade. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House - Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head: Technology at Wedbush Securities Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House, joins for a discussion on the US_UK trade deal and other potential trade agreements. Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth, discusses the outlook for the S&P 500 and equities as the US reaches a trade deal with the UK and continues negotiations with other countries. Sarah Bianchi, Senior Managing Director at Evercore ISI, talks about the latest on US trade policy. Dan Ives, Global Head: Technology at Wedbush Securities, talks Big Tech and how US giants will continue to fare through 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 9th, 2025 Featuring: 1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome of the weekend trade talks between China and the US, as the Trump administration is considering a significant tariff reduction in talks with China to ease economic pain and de-escalate tensions. 2) Shana Sissel, founder & CEO of Banrion Capital Management, brings us into the market open and talks about caution and opportunity in AI & tech. It comes as the S&P 500 briefly topped its April 2 high, led by economically-sensitive sectors, while Treasury yields surged as traders pared bets on interest-rate cuts. 3) Joanna Gallegos, co-Founder at BondBloxx, talks about why fixed income needs to be a bigger part of investor portfolios, as long as investors are precise in their pickings, and talks about risks being signaled in the bond market. The market could be pricing in de-escalation at this weekend’s US-China talks. If there’s no such positive message, global markets could be hit hard Monday. 4) Ankur Daga, CEO and founder at Angara, discusses US/India tariffs implications for the diamond market and how CEOs are strategizing amid tariff uncertainty. It comes as US Secretary Howard Lutnick mentioned a potential future tarde agreement with India, but noted that it will require a lot of work, with around 7,000 lines of tariffs to be changed or modified. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on a Soviet spacecraft falling back to Earth and Bloomberg's report on Costco monthly payment plans.Eric Mollo See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Richard Portes 4:24
4:24 Play Later Play Later Lists Like Liked4:24
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 a conversation with Professor Richard Portes. 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
- Nouriel Roubini, Professor Emeritus of Economics at NYU - Esther George, former President of the Federal Reserve Bank of Kansas City - Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management - Claudia Sahm, Chief Economist at New Century Advisors Nouriel Roubini, Professor Emeritus of Economics at NYU, reacts to yesterday's Fed decision and explains why he believes the US economy could soon thrive. Esther George, former President of the Federal Reserve Bank of Kansas City, on Wednesday's Fed decision and whether there will be rate cuts in 2025. Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management, talks about the risk signals from the bond market about the US economy. Claudia Sahm, Chief Economist at New Century Advisors, reacts to yesterday's Fed decision and discusses the risks to the US labor market. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 The Fed Decides and Rate Cuts Remain Uncertain 37:27
37:27 Play Later Play Later Lists Like Liked37:27
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 8th, 2025 Featuring: 1) Nouriel Roubini, Professor Emeritus of Economics at NYU and chairman of Roubini Global Economics, joins to discuss the Fed decision and a recent op-ed on why he believes the US economy will survive the Trump shock and thrive. It comes as Fed Chair Jay Powell says he won't lower borrowing costs until there's more certainty on the direction of trade policy, which will have to come from the White House. 2) Ken Shinoda, Portfolio Manager at DoubleLine Capital, talks growth and inflation, signals from the bond market, and pressures in MBS market. Bond investors continue to search for clarity after Chair Powell suggested the Fed will wait for conviction on whether the next move is a cut based on the economy moving towards a recession or whether it's a move towards more restrictive policy due to high inflation becoming entrenched into the economy. 3) Richard Portes, professor at London Business School, joins in studio to talk tariffs and the dollar exchange rate, risks of a financial crisis, and a potential US-UK trade deal. The announcement is expected to boost the UK economy and markets, but investors will closely examine the extent to which Trump is willing to backtrack from his sweeping tariffs imposed on April 2. 4) Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, discusses his note on The Beginning of the End for Search in reaction to Apple's VP of Services comments. Apple is considering revamping Safari to focus on AI-powered search engines, potentially ending its longtime partnership with Google. Eddy Cue, Apple's senior vice president of services, believes AI search providers will eventually replace standard search engines like Google and that Apple will bring those options to Safari in the future. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on REAL ID Day and a NYT story on Agatha Christie, who died in 1976, teaching a class in AI. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Instant Reaction: Jay Powell on the Fed Decision 28:06
28:06 Play Later Play Later Lists Like Liked28:06
Play Later Play Later Lists Like LikedBloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve Chair Jerome Powell said officials are not in a hurry to adjust interest rates, adding tariffs could lead to higher inflation and unemployment. “If the large increases in tariffs that have been announced or sustained, they’re likely to generate a rise in inflation, a slowdown in economic growth and an increase in unemployment,” Powell said Wednesday at the conclusion of a two-day meeting in Washington. “The effects on inflation could be short lived, reflecting a one time shift in the price level,” he said. But it’s “also possible that the inflationary effects could instead be more persistent.” Officials voted unanimously to keep the benchmark federal funds rate in a range of 4.25% to 4.5%, where it has been since December. In a statement, policymakers said they see a growing risk of both higher inflation and rising unemployment. “Uncertainty about the economic outlook has increased further,” the Federal Open Market Committee said in a statement. They added, “the risks of higher unemployment and higher inflation have risen.” The S&P 500 index of US stocks and Treasury yields fell following the announcement, while the dollar pared gains. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Mike Green & Frances Donald 4:48
4:48 Play Later Play Later Lists Like Liked4:48
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 Mike Green & Frances Donald. 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
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Priya Misra, Portfolio Manager at JPMorgan Asset Management - Keith Lerner, Co-CIO at Truist - Tom Porcelli, Chief US Economist at PGIM Fixed Income Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade deals. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market on the outlook for inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his outlook on equities and markets. Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses inflation, the US economy, and today's Fed meeting. 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 7th, 2025 Featuring: 1) Mike Green, Chief Strategist at Simplify Asset Management, joins for an extended discussion on the outlook for equities, what's behind the jobs report figures, the "ETF-ification" of the market, and talks about why he believes the "obsession" with inflation is overblown. US stock futures rose and the dollar gained as China and the US prepared to hold their first confirmed trade talks since President Trump unleashed his global tariff war. 2) Christel Rendu de Lint, co-CEO at Vontobel Asset Management, joins to discuss the global economic outlook amid the tariff environment and favorable asset classes post-tariff announcement. With China and the US preparing for trade talks, the meeting will focus on de-escalation rather than reaching a deal, and Treasury Secretary Scott Bessent said the current tariff rates aren’t sustainable. 3) Frances Donald, Chief Economist at RBC Capital Markets, on slower growth and higher prices in the US economy. The Federal Reserve’s meeting on Wednesday is next up for investors, with traders looking for clues on how soon the central bank could embark on policy easing and how deep the rate-cutting cycle might be. 4) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, on why today's Fed meeting won't be about a rate move, but decoding the Powell puzzle. US Treasuries slipped ahead of the Federal Reserve's interest-rate decision, with investors betting on a slower pace of monetary easing due to data suggesting economic resilience. The Fed's decision and comments from Chair Jay Powell to be closely scrutinized for insight into officials' interpretation of recent data. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on high-schoolers with $70,000-a-year job offers and the FT's story on sandals in the workplace.Eric Mollo See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Torsten Slok & Jeffrey Rosenberg 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 Torsten Slok & Jeffrey Rosenberg. 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
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - French Hill, Republican US House Representative: Arkansas - Jonathan Pingle, Chief US Economist at UBS - Jason Bazinet, Global Head: EMT Sector at Citi Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss how equities are faring ahead of this week's Fed decision and how Chair Jay Powell's comments could shape the direction of the market. French Hill, Republican US House Representative: Arkansas, talks about his role as Chairman of the Financial Services Committee and Congressional priorities heading into the summer. Jonathan Pingle, Chief US Economist at UBS, talks about the outlook for the US economy and inflation amid uncertain tariff policy. Jason Bazinet, Global Head: EMT Sector at Citi, talks about President Trump's proposed tariffs on the film industry. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Tariff Uncertainty Ahead of the Fed Meeting 48:34
48:34 Play Later Play Later Lists Like Liked48:34
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 6th, 2025 Featuring: 1) Torsten Slok, Chief Economist at Apollo, joins for an extended discussion on tariffs, the outlook for the US economy, a potential recession in 2025, and this week's Fed meeting. Global stocks fell today due to concerns about the trade war's impact on companies and the world economy. Recent optimism fueled by US trade concessions is fading, and markets are bracing for an economic slowdown, with investors reducing exposure to the US and expecting fewer Federal Reserve interest-rate cuts. 2) Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, offers his outlook for the US economy, signals from the bond market, and long/short strategies as investors weigh how to play stocks and bonds. Investors are coming around to the view that the Fed won’t cut interest rates as early or as deeply as earlier anticipated. While it’s expected to leave interest rates on hold this week, money markets have pushed back the timing of the first reduction to July and see three cuts by year-end, rather than the four they had expected a week ago. 3) Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab, talks about client activity, where investors are playing risk in markets, and what concerns they're expressing amid growing economic uncertainty. While the spot VIX index has fallen to near where it was before stocks slumped on tariff fears in early April, the VIX futures curve is signaling concerns that the market turbulence may return. 4) Zohran Mamdani, NYC Mayoral Candidate and NYC assemblyman, discusses his candidacy for mayor, his proposed policies, and whether Democratic Socialists like him are a key piece of the future of the national Democratic platform. According to one Democrat - NY House Rep. Pat Ryan - Democrats must take more risks to counter the GOP power trifecta successfully or they could face an extended stint on the sidelines. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including reports on the fashion and fundraising from the Met Gala and a WSJ exclusive on the Trump administration holding schools responsible for students paying back their loans. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Ian Lyngen & Robert Schiffman 4:15
4:15 Play Later Play Later Lists Like Liked4:15
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 Ian Lyngen & Robert Schiffman. 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
- James Bullard, Dean of the Purdue Business School and former St. Louis Fed President - Chris Harvey, Head: Equity Strategy at Wells Fargo - Kate Kalutkiewicz, Senior Managing Director at McLarty Associates - Erin McLaughlin, Senior Economist at The Conference Board James Bullard, the Dean of the Purdue Business School and former President of the Federal Reserve Bank of St. Louis previews this week's Fed decision and discusses the outlook for interest rates amid tariff uncertainty. Chris Harvey, Head: Equity Strategy at Wells Fargo, discusses his S&P target and talks about whether the rally in equities has long-term potential. Kate Kalutkiewicz, Senior Managing Director at McLarty Associates, discusses the latest on global trade deals and where the US could make progress with allies and foes. Erin McLaughlin, Senior Economist at The Conference Board, talks about recent eco data and how it will affect this week's Fed decision. 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 5th, 2025 Featuring: 1) Ian Lyngen, Head: US Rates Strategy at BMO Capital Market, talks about the 10-year outlook and if Treasury Secretary Bessent's sub-4% target is in the cards following last week's inflation reading. President Trump seized on strong job growth to pressure Fed Chair Jay Powell to cut interest rates, but bond traders concluded the opposite, dialing back rate-cut bets. 2) Alicia Levine, Head of Investment Strategy and Equities, BNY Wealth, brings us into the market open and discusses her S&P outlook and why she's downgrading risk in her portfolio. Financial markets have steadied in the past two weeks as Trump dialed back his tariffs amid signs that trade talks are progressing, and the S&P's looking to extended its longest winning streak in 2 decades. 3) Dana Telsey, Chief Research Officer at Telsey Advisory Group, joins for a Big Picture look at the consumer and where tariffs could hamper their spending. It comes as University of Michigan US consumer sentiment has fallen to one of its lowest points on record amid tariff, inflation, and price uncertainty. 4) Henrietta Treyz, co-founder at Veda Partners, takes a look at DC headlines, talks Congressional priorities heading into the summer, and discusses her note "It's Beginning to Look a lot like COVID." President Trump's 2026 budget request outlines deep cuts to domestic agencies, including a 22.6% cut in spending for the 2025 fiscal year, and significant reductions to environmental and renewable energy programs, early childhood education, and foreign aid. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Corporate America leaving more jobs unfilled and Bloomberg's analysis of how tariffs will impact Hollywood. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Claudia Sahm & Adam Posen 5:40
5:40 Play Later Play Later Lists Like Liked5:40
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 Claudia Sahm & Adam Posen. 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 of the White House Council of Economic Advisers - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Ed Mills, Washington Policy Analyst at Raymond James Stephen Miran, Chairman of the White House Council of Economic Advisers, joins to discuss how the White House is reacting to the April jobs report. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and Stephanie Roth, Chief Economist at Wolfe Research offer their analysis of April nonfarm payrolls. Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest on President Trump's tariff policy and other economic policy initiatives. 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 2nd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the April jobs figures. The S&P 500 has notched eight consecutive days of gains, its longest run since August, amid increased optimism that trade tensions are waning, but many strategists feel a market bull run will be driven by strong economic data. 2) Gene Seroka, CEO of the Port of LA, joins for a discussion on how tariffs on China are affecting port traffic and what it could mean for the US economy. In March, Seroka predicted a possible 10% volume decline in the second half of this year due to substantial inventory and tariff uncertainty. Port data continues to be of interest to economists and market watchers. 3) Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, wraps big tech earnings. Tech earnings and expectations of trade deals drove optimism in the markets, with investors awaiting the US jobs report on Friday, the last significant data release this week. 4) Adam Posen, President of the Peterson Institute for International Economics, talks about his Foreign Affairs piece on why trade wars are easy to lose. Still, market sentiment has remained upbeat due to reports of the US reaching out to China for tariff talks, causing the dollar index to climb and Treasury yields to rise. 5) Constance Hunter, Chief Economist at EIU, brings us into the market open and discusses whether the US has stepped too far into the trade war and whether a recession is inevitable. While Wall Street's risk appetite has increased due to strong tech earnings - causing the S&P 500 to rise for eight consecutive days - it's unclear where trade deals with China and other partners will end up. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Dan Ives & Gene Munster 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 Dan Ives & Gene Munster. 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
- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Brian Gardner, Chief Washington Policy Strategist at Stifel - Dan Ives, Global Head: Technology at Wedbush Securities - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, discusses his most recent S&P 500 target and his outlook for US equities amid continued uncertainty over US tariffs. Brian Gardner, Chief Washington Policy Strategist at Stifel, talks about the Trump admin's economic policies and flexibility in pivoting and adjusting its approach to tariffs. Dan Ives, Global Head: Technology at Wedbush Securities, discusses Big Tech earnings, previews Apple, and talks Tesla leadership. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and whether Treasuries are set to fall. 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 1st, 2025 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to talk "calm(er)" markets, labor data, and Investing Day. In the premarket, US equity futures rallied on stronger-than-expected tech earnings and relief over signs the Trump administration is stepping back from its harshest tariff threats. Tech giants added to investor optimism that deals between the US and its partners would limit the damage from President Donald Trump’s trade war, and traders boosted bets on Fed easing later this year. 2) Dan Ives, Global Head: Technology at Wedbush Securities, joins to talk big tech earnings and Tesla leadership. Tesla Chair Robyn Denholm denied a report that the board was looking to replace CEO Elon Musk, saying directors are "highly confident" in his ability. The denial came after a Wall Street Journal report that Tesla board members had contacted executive search firms to find a successor to Musk earlier this year. 3) Leland Miller, CEO at China Beige Book, joins to talk about his latest China data release, Trump's China tariffs play, and the president's willingness to pivot. President Trump acknowledged that his tariff program had a perception problem and posed a significant political risk, but he remained determined to push on. Trump stated that there was a "very good chance" he would strike a deal with China, but only "on our terms" and if it's "fair". 4) Brad Lander, NYC Comptroller & Mayoral Candidate, joins to discuss his NYC mayoral campaign, congestion pricing, Trump's tariffs, and other city issues. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how AI is helping job seekers pivot to new careers and another story on a Sam Altman-Backed startup rolling out eyeball-scanning tech across the US. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Jim Caron & Peter Tchir 5:46
5:46 Play Later Play Later Lists Like Liked5:46
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 Jim Caron & Peter Tchir. 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
- Max Kettner, Chief Multi-Asset Strategist at HSBC - Ryan Petersen, Chairman, CEO, and founder of Flexport - Christopher Hughes, co-founder of Facebook - Eric Rosengren, Former President of the Federal Reserve Bank of Boston Max Kettner, Chief Multi-Asset Strategist at HSBC, looks ahead to this week's jobs report and other economic data soon-to-be-released, and whether he sees investors having to weather a recession in 2025. Ryan Petersen, Chairman, CEO, and founder of Flexport, discusses supply chain constraints and navigating the trade war. Christopher Hughes, co-founder of Facebook, discusses the company and Big Tech ahead of Meta earnings. Eric Rosengren, Former President of the Federal Reserve Bank of Boston, discusses his outlook for the US economy and interest rates and talks Fed independence. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Factors Driving Equity and Bond Investors amid Uncertainty 44:56
44:56 Play Later Play Later Lists Like Liked44:56
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 SweeneyApril 30th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock, joins for an extended discussion on her weekly global credit report and discusses corporate credit spreads and signals from the bond market. Uncertainty continues to be the main theme across the investing world. Veteran emerging-markets investor Mark Mobius said he’s keeping 95% of his funds’ holdings in cash as he waits out the trade-related uncertainty. Hedge funds are reluctant to make major bets amid the turmoil, with the only significant shift in positioning in April being increased bets against US stocks, Bloomberg reported. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about whether the dollar and US treasuries are still safe havens and how he tries to contextualize that discussion. In a broader look at the economy, real GDP likely slowed to a standstill in the first quarter as President Trump’s policy shifts disrupted activity, according to Bloomberg economists. 3) George Goncalves, Head of US Macro Strategy at MUFG Securities Americas, joins to discuss economic fundamentals and incoming eco data and how that, possibly more than policy, will shape markets in the coming months. Stock drifted in early trading as investors await a busy day of earnings and macro data on the final session of an exhausting month. Mag 7 results, GDP and inflation numbers are potential catalysts for market direction. 4) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital, discusses leveraged credit markets, opportunities and challenges amid widening uncertainty, and other signals from the bond market. US Treasuries held recent gains as traders awaited data on inflation and economic growth, as well as the debt management team's plans for sales in the $29 trillion market. 5) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and talks about allocating and staying the course in a slowing economy. Economic data due this week includes inflation and gross-domestic-product data, which will provide a snapshot of US economic activity before President Trump's trade policy shifts. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Elizabeth Economy & Ethan Harris 3:55
3:55 Play Later Play Later Lists Like Liked3:55
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 Elizabeth Economy & Ethan Harris. 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
- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America - Collin Martin, Fixed Income Strategist at Charles Schwab - Kathy Bostjancic Chief Economist at Nationwide - Stephanie Roth, Chief Economist at Wolfe Research Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, joins to discuss the outlook for US equities and whether fundamentals are still in place for a bull run. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses signals from the bond market and outlook for Treasuries. Kathy Bostjancic, Chief Economist at Nationwide, and Stephanie Roth, Chief Economist at Wolfe Research, preview this week's jobs report and talk about the outlook for the US economy and eco data in the US. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Canada Chooses its Leader and Tariffs Dominate Traders' Minds 41:48
41:48 Play Later Play Later Lists Like Liked41:48
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 SweeneyApril 29th, 2025 Featuring: 1) Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, joins for a discussion on near term volatility in stocks and whether the bull run in international stocks is set to slow. Investors are tracking a stream of data for clues on the health of the American economy and prospects for Federal Reserve interest-rate cuts, with some experts warning of the risk of recession in the US. Tariffs continued to dominate headlines, with Treasury Secretary Scott Bessent saying the US has put China to the side for now as it seeks trade deals with 15 to 17 other countries. 2) Elizabeth Economy, Hargrove senior fellow and co-director of the U.S., China and the world program at the Hoover Institution at Stanford University, joins for a discussion on US-China relations and who has the upper hand in a trade war. Chinese Foreign Minister Wang Yi warned countries against giving in to US tariff threats, saying it would only embolden the "bully". Wang's remarks came as the Trump administration hinted at using new trade tools to pressure Beijing, and US Treasury Secretary Scott Bessent suggested banning certain exports to China to gain leverage. 3) Ethan Harris, former Head of Research at Bank of America, talks about a potential golden age for the US economy and what a post-Powell Federal Reserve would look like. Currently, Fed Chair Jay Powell is trying to prevent price increases from spreading through the economy due to Donald Trump's tariffs, earning him the nickname "Mr. Too Late" from the president. The Fed is expected to leave rates unchanged at their next meeting, and Powell has emphasized the need to keep longer-term inflation expectations anchored to prevent a one-time price increase from becoming an ongoing inflation problem. 4) Dr. David Dodge, former Governor of the Central Bank of Canada, joins to discuss Mark Carney's victory in the Canadian election. Canada's Liberal Party, led by Carney, is projected to win a fourth consecutive election, but with a narrow margin of victory. Carney's win represents a major turnaround for the Liberals, and he has pledged to focus on strengthening Canada's economic independence and standing up to US President Trump in a trade war. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Fortune's story on a harsh new reality when it comes to groceries and inflation and Business Insider's look at how a Chinese mobile dating game is getting single women across Asia to open their hearts and wallets. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Robert Kaplan & Stephanie Roth 4:35
4:35 Play Later Play Later Lists Like Liked4:35
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 Robert Kaplan & Stephanie Roth. 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
- Neil Dutta, Head: US Economic Research at Renaissance Macro - Kelly Ann Shaw, Partner at Hogan Lovells US - Abigail Yoder, Strategist: US Equity at JPMorgan - Amanda Lynam, Head: Macro Credit Research at BlackRock Neil Dutta, Head: US Economic Research at Renaissance Macro, joins to discuss whether he's becoming more bullish on the US economy or whether he believes data indicates an incoming slowdown. Kelly Ann Shaw, Partner at Hogan Lovells US, discusses the latest on President Trump's trade negotiations and what potential trade deals could look like at this stage. Abigail Yoder, Strategist: US Equity at JPMorgan, looks ahead to this week's earnings and whether they could provide a boon for equities. Amanda Lynam, Head: Macro Credit Research at BlackRock, discusses spreads in corporate bonds and what the bond market is indicating about the US economic backdrop. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Traders Look to Earnings as Trade Uncertainty Continues 37:57
37:57 Play Later Play Later Lists Like Liked37:57
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 SweeneyApril 28th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, joins for a discussion about structural changes in the US economy, the incoming Fed decision and jobs day, and Fed independence. Sources say Federal Reserve Chair Jay Powell recently delivered an impassioned defense of central bank independence when he addressed policymakers and finance ministers during a meeting at the International Monetary Fund, which reportedly drew applause. 2) Stephanie Roth, Chief Economist at Wolfe Research, talks about Wolfe's lower-than-consensus NFP call for this week and her expectations for China tariffs. In addition to eco data and trade deals, key company reports this week will be scrutinized for the earnings impact of US trade policies, and fresh readings on the American economy may support hopes of earlier-than-expected Federal Reserve interest-rate cuts. 3) Henrietta Treyz, co-founder at Veda Partners, joins for a discussion on how Trump's recent poor polling could make his priorities harder to implement, and why Republicans passing their signature tax bill isn't a given. Voter discontent with President Trump's economic stewardship is sinking his popularity as he approaches the 100-day mark of his second term. Republicans aim to pass Trump's tax plan through a process that wouldn't require Democratic votes, but voter angst and the threat of a recession in the next year could make it challenging for Trump to get everything he wants. 4) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, brings us into the market open and talks about President Trump's tariff policy and whether he believes trade negotiations are on the right track. Investors are watching for signs of progress in US trade negotiations, with the Trump administration working on bilateral trade deals with 17 key partners and drafting a framework to handle negotiations with about 18 countries. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a story from the Wall Street Journal on athletes using Ozempic and Business Insider reporting on chick sales amid rising egg prices. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Matt Hornbach and Tim Adams 4:15
4:15 Play Later Play Later Lists Like Liked4:15
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 Matt Hornbach and Tim Adams. 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
- Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group - Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department - Adena Friedman, Chair and CEO of Nasdaq Inc. - Nathan Sheets, Managing Director: Citi Research We are broadcasting from Washington as the IMF Spring Meetings come to a close. Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group, joins for a discussion on the outlook for the US equity market as trade negotiations continue. Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department, discusses recent market gyrations and what the Treasury is capable of doing to help support the economy. Adena Friedman, Chair and CEO of Nasdaq, talks about recent earnings and the IPO outlook. Nathan Sheets, Managing Director: Citi Research, offers his market outlook for 2025. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Markets Welcome Tariff Negotiations amid Uncertainty 45:29
45:29 Play Later Play Later Lists Like Liked45:29
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 SweeneyApril 25th, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the bond market, the Fed, and outlook for markets. The dollar strengthened in early trading, while the yen and Swiss franc retreated, as investor demand for non-US haven assets waned amid signs of progress in the White House's engagement with major trading partners. 2) Tim Adams, CEO for the Institute of International Finance, joins for an extended discussion on his talks with US Treasury Secretary Scott Bessent this week and conversations from the IMF. Bessent called for a course correction for the International Monetary Fund and World Bank, saying they serve "critical roles" and the Trump administration is willing to work with them. 3) Meghan Graper, Global Head: Debt Capital Markets at Barclays Capital, talks about the bright side of so much uncertainty: investment grade credit. Currently, markets favor a quarter-point cut in June and a total of three such reductions by year-end, with some experts predicting slow and bumpy progress in US-China relations but possible net positive newsflow via trade deal announcements. 4) Leslie Palti-Guzman, founder at Energy Vista, talks about the liquid natural gas (LNG) being used as a key strategic favor and retaliation in tariff and trade negotiations. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ Story on why baby strollers are getting hit the hardest by China tariffs and the New York Times report on ChatGPT costs. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Daniel Tannebaum & Anna Wong 4:20
4:20 Play Later Play Later Lists Like Liked4:20
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 Daniel Tannebaum & Anna Wong. 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
- Ed Yardeni, President at Yardeni Research - Nicolai Tangen, CEO of Norges Bank Investment Management - Philip Lane, Chief Economist at ECB - Jenny Johnson, CEO of Franklin Templeton Investments Ed Yardeni, President at Yardeni Research, discusses his equity outlook, whether he's revising his S&P 500 target as tariffs continue to be negotiated, and if he believes the US will enter a recession. Nicolai Tangen, CEO of Norges Bank Investment Management, discusses the global economic outlook as globalization and US tariffs reshape global investing. Philip Lane, Chief Economist at ECB, joins to talk about whether investors are turning bullish on Europe despite trade uncertainty with the US. Jenny Johnson, CEO of Franklin Templeton Investments, discusses asset allocation as the investing and business environment remains highly uncertain and volatile. 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 SweeneyApril 24th, 2025 Featuring: 1) Jean Boivin, Head of the BlackRock Investment Institute, joins for an extended discussion on the global economic transformation and how US trade policy is just one piece of the broader geopolitical global economic transformation. As China calls on the US to revoke unilateral tariffs, the country warns of the threat of ongoing frictions to trust in the global economic system and emphasize the need for cooperation to prevent the global economy from sliding into a track of "high friction, low trust". 2) Brian Kingston, President & CEO at the Canadian Vehicle Manufacturers’ Association, discusses how President Trump's tariffs will affect Canadian manufacturing, whether a leadership change in Canada will help, and how it could all change if the president backs off on 25% tariffs on car parts. The Financial Times is reporting that rump plans to spare carmakers from some of his most onerous tariffs. 3) Daniel Tannebaum, Partner at Oliver Wyman, joins from the IMF Spring Meetings in DC to discuss what he's hearing about tariffs and developments in a Ukraine-Russia deal. It comes as President Trump is pressuring Ukrainian President Zelenskiy to accept a peace deal, accusing him of prolonging the war, and says he hopes to meet with Russian President Putin soon. The US has proposed a deal that would effectively freeze the conflict, acknowledge Russia's occupation of Crimea, and ease sanctions on Moscow, but Ukraine and Europe want assurances of a ceasefire and security guarantees before any agreement. 4) Tina Fordham, founder at Fordham Global Foresight, discusses the geopolitical outlook amid an entirely unclear trade war and how policy is shaping markets, or vice versa. Many experts and leaders have called for policy certainty, with Citadel founder Ken Griffin most recently saying President Trump's trade war has derailed business leaders' plans to focus on growth for the next four years. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider report on Costco shoppers cashing in on company rewards and a WSJ report on college graduates facing a tough job market. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Gina Martin Adams & Huw van Steenis 4:57
4:57 Play Later Play Later Lists Like Liked4:57
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 Gina Martin Adams & Huw van Steenis. 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
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Joachim Nagel, President at Deutsche Bundesbank - Torsten Slok, Chief Economist at Apollo Management - Dan Ives, Head Global Technology at Wedbush Securities Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, offers his S&P 500 outlook amid further uncertainty about tariffs and corporate earnings. Joachim Nagel, President at Deutsche Bundesbank, joins from the IMF Spring Meetings to talk about the outlook for European and global economies as the US levies global tariffs. Torsten Slok, Chief Economist at Apollo Management, talks about the outlook for a US recession this year. Dan Ives, Head Global Technology at Wedbush Securities, breaks down Tesla earnings. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Equity Relief Amid a Softening Tone on Powell and Tariffs 37:16
37:16 Play Later Play Later Lists Like Liked37:16
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 SweeneyApril 23rd, 2025 Featuring: 1) Huw van Steenis, Vice Chair at Oliver Wyman, joins in studio for an extended discussion on Nixonian elements of Trump admin, global corporate and business confidence, and how it's all intersecting with what he sees in the financial and banking sectors. Markets and the economy are facing increased uncertainty, with President Trump most recently saying he has no intention of firing Federal Reserve Chair Jerome Powell, despite his frustration with the central bank not moving more quickly to slash interest rates. Trump wants Powell to lower interest rates, saying it's a "perfect time" to do so, and would like to see the chairman be "early or on time, as opposed to late". 2) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Tesla earnings. CEO Elon Musk says he will devote more time to Tesla starting next month, scaling back his work with the US government, which has been a concern for investors. Tesla's stock jumped 7% despite missing analysts' estimates for revenue and earnings, with the company citing weakness in its core automotive business and tariff headwinds. 3) Chris Grisanti, Chief Equity Strategist at MAI Capital Management, brings us into the market open and what lower corporate earnings will mean for equities. Stocks and bonds rose as global markets reacted positively to the Trump administration's easing of tensions, including President Trump's statement that he has no intention of firing Federal Reserve Chair Jerome Powell. 4) Mick Mulroy, co-founder of the Lobo Institute, joins to discuss turmoil at the Defense Department. Defense Secretary Pete Hegseth has been courting controversy, including sharing sensitive details about an impending US attack on Houthi militants on an unsecured commercial chat platform and purging some of his handpicked staff. Despite calls for Hegseth to be fired, President Donald Trump remains supportive, attributing the controversies to "disgruntled employees" and saying Hegseth is "doing a great job." 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including WSJ's story on fashion in Little League and Bloomberg's report on the hottest amenity at US airports. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Jeff deGraaf & Brian Belski 5:45
5:45 Play Later Play Later Lists Like Liked5:45
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 Jeff deGraaf & 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
- Krishna Guha, Vice Chariman at Evercore ISI - Rob Sockin, Director: Research at Citi - Bill Dudley, Bloomberg Opinion columnist and former NY Fed President - Alex Nowrasteh, VP: Economic & Social Policy Studies at The Cato Institute Krishna Guha, Vice Chariman at Evercore ISI, offers his outlook for markets and the US economy amid a brutal April for markets. Rob Sockin, Director: Research at Citi, discusses the risks to markets both from President Trump's tariff policy and should the president fire Fed Chair Jay Powell. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses Fed independence, tariffs, and the outlook for the US economy. Alex Nowrasteh, VP: Economic & Social Policy Studies at The Cato Institute, talks about the future of Fed independence and Chair Jay Powell. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Dollar Dominance Outlook and Trump-Powell Tensions 38:37
38:37 Play Later Play Later Lists Like Liked38:37
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 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. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Liz Ann Sonders & Damian Sassower 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 Liz Ann Sonders & Damian Sassower. 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
- Cam Dawson, CIO at NewEdge Wealth - Terry Haines, founder at Pangaea Policy - Leland Miller, CEO at China Beige Book - Barbara Doran, CEO and CIO at BD8 Capital Partners Cam Dawson, CIO at NewEdge Wealth, joins for a discussion on her 2025 outlook and whether equities could rebound amid volatility in the first quarter of the year. Terry Haines, founder at Pangaea Policy, discusses President Trump's tariff policies and turmoil for Defense Secretary Pete Hegseth and the Defense Department. Leland Miller, CEO at China Beige Book, discusses the outlook for the Chinese economy in an intensifying trade war with the US. Barbara Doran, CEO and CIO at BD8 Capital Partners, discusses the outlook for markets amid comments from President Trump for a desired change at the Fed. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 The Dollar Declines amid Trump Frustration with Powell 38:02
38:02 Play Later Play Later Lists Like Liked38:02
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 SweeneyApril 21st, 2025 Featuring: 1) Julia Coronado, President/Founder of Macropolicy Perspectives, joins to discuss the precarious position the Fed is put in amid incoming tariffs and the possibility of higher inflation, and when or if Jay Powell will cut rates this year. The dollar weakened sharply as traders reacted to the possibility that President Donald Trump will try to remove Federal Reserve Chairman Jerome Powell. 2) Meghan Clark, professor at St. John's University, talks about the death of Pope Francis. He encouraged Catholics to embrace a more compassionate view on many issues but found it difficult to close the book on past abuses by clergy. He was 88, and passed away 7:35 a.m. Monday in Rome, the Vatican said in a statement. He had been hospitalized in Rome in mid-February with bronchitis, which progressed to pneumonia in both lungs — the last in a litany of respiratory and other medical challenges he had faced. On Sunday, he had met with US Vice President JD Vance. 3) Gautam Mukunda, Bloomberg Opinion contributor and Yale School of Management professor, joins for a discussion on politics and the forces pushing back or accepting certain norms being challenged by the Trump administration. President Trump is continuing his calls for a change at the head of the Fed, and there's growing pressure on US Defense Secretary Pete Hegseth amid reports of turmoil at the Pentagon. 4) Drew Matus, Chief Market Strategist at Metlife Investment Management, brings us into the market open and discusses the prospect of a recession as the US enters "trade war hell." 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including The Boston Globe looking into the best places to eat along the route of the Boston Marathon and Business Insider's story on men are getting cosmetic treatments and anti-aging procedures. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Amanda Lynam & Anastasia Amoroso 4:50
4:50 Play Later Play Later Lists Like Liked4:50
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 Amanda Lynam & 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
- Mohamed El-Erian, President of Queens' College, Cambridge - Kelly Ann Shaw, Partner at Hogan Lovells US - Jean Boivin, Global Head: Research & Investment Institute at BlackRock - Lauren Goodwin, Chief Market Strategist at New York Life Investment Management Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist and Jean Boivin, Global Head: Research & Investment Institute at BlackRock, discuss the outlook for stocks and US economic growth, as well as concerns signaled from the bond market. Kelly Ann Shaw, Partner at Hogan Lovells US, discusses President Trump's political and economic priorities as tariff negotiations continue. Lauren Goodwin, Chief Market Strategist at New York Life Investment Management, offers her outlook for stocks and the US economy. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Bond Market Tariff Signals and the Outlook for US Growth 47:49
47:49 Play Later Play Later Lists Like Liked47:49
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 SweeneyApril 17th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock, talks about signals from the bond market, corporate credit spreads, and whether the market just experienced a tariff tantrum or whether deeper problems lie underneath. Following bond market turmoil triggered by the announcement of broad US levies earlier this month, investors are focusing more on developments in country-specific trade negotiations. 2) Anastasia Amoroso, Chief Investment Strategist at iCapital, brings us into the market open and discusses her outlook for growth in equities and the US economy. President Donald Trump said there was “big progress” in talks to strike a deal for Japan, which stocks responded to positively in pre-market trading ahead of the holiday weekend. 3) Jay Timmons, CEO and President of National Association of Manufacturers, joins to discuss manufacturing regulations and red tape, strengthening the manufacturing workforce, and whether tariffs and other Trump admin policies could actually revitalize manufacturing labor. Manufacturing output increased 5.1% in the first quarter, the most since late 2021, as customers boosted orders before tariffs hikes took effect. Despite the gain, manufacturing faces headwinds from higher material costs, trade policy uncertainty, and tariffs, which may impact production and investment plans this year and next year. 4) Ali Mortell, Director of Research at Blue Rose Research, joins to discuss Blue Rose's presentation that's made waves through Democratic politics, highlighting support President Trump garnered in 2024, how Democrats could claw back some voters, and what is the identity of the Democratic party. 5) Whitney Tilson, former hedge fund manager and NYC Mayoral candidate, discusses his candidacy and policy proposals, how he plans to gain support over Cuomo and Adams, and what the identity of the Democratic party should be. Billionaire hedge fund manager Bill Ackman donated $250,000 to a super PAC supporting former New York Governor Andrew Cuomo in New York City's mayoral race after Ackman hosted a fundraiser for Tilson's bid earlier this year. 6) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story Costco's Kirkland brand bringing customers to the beer aisle and a New York Times report on possible signs of life on a distant planet. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Dan Ives & Matt King 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 Dan Ives & Matt King. 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
- Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth - Rick Rieder, CIO: Global Fixed Income at BlackRock - Eric Cantor, Vice Chairman at Moelis & Co - John Kirby, CEO at United Airlines Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her outlook for equities and whether she believes they'll end the year in positive territory amid tariff policy uncertainty. Rick Rieder, CIO: Global Fixed Income at BlackRock, discusses warning signals from the bond market. Eric Cantor, Vice Chairman at Moelis & Co, talks about President Trump's economic policies and how economic and political policies will be shaped in Washington in the coming months. John Kirby, CEO at United Airlines, discusses his company and the state of the industry. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 US Exceptionalism amid Moves in Dollar and Treasuries 46:47
46:47 Play Later Play Later Lists Like Liked46:47
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 SweeneyApril 16th, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the market backdrop amid the US tariff pause and the near- and long-term risks of a financial accident. Investors get hints of economic sentiment today with Federal Reserve Chair Jerome Powell giving a speech in Chicago and the release of March retail sales today. 2) Dan Ives, Global Head of Technology at Wedbush Securities, on the Nvidia chip restrictions. Technology stocks fell due to new US government restrictions on Nvidia chip exports to China and a disappointing report from ASML Holding NV, wiping out $155 billion in market value. 3) Matt King, founder at Satori Insights, brings us into retail sales and talks about why the US could be on the cusp of a crisis. The fallout of US Nvidia chip curbs are one factor affecting growth: it could weigh on chip-sector earnings and set back China's ambitions to compete on the global tech stage, with economists scaling back their forecasts for GDP growth worldwide. 4) Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins for an extended discussion on the US dollar, Treasuries, and US exceptionalism. The demand dynamic for US Treasuries is shifting, with foreign demand declining, and the relationship between the US dollar and Treasury yields is weakening, leading to concerns about the dollar's haven status and the US deficit. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg story on the boom in ultra-luxury ships and WalletHub's findings on cities with the most affordable rent. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Jurrien Timmer & Constance Hunter 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 Jurrien Timmer & Constance Hunter. 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
- Glenn Youngkin, Governor of Virginia - Priya Misra, Portfolio Manager at JPMorgan Asset Management - Terry Haines, founder at Pangaea Policy - Ken Leon, Director of Equity Research at CFRA Republican Virginia Governor Glenn Youngkin sits down with Surveillance to discuss his policy initiatives for the state, how the Republican party is functioning in a second Trump term, and his response to the president's economic and political priorities. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market and whether there is broader concern of a rotation away from US assets. Terry Haines, founder at Pangaea Policy, discusses whether President Trump's tariff policy could change amid its 90-day pause. Ken Leon, Director of Equity Research at CFRA, reacts to today's bank earnings. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Tariff Exemptions Boost Stocks as Uncertainty Remains High 41:54
41:54 Play Later Play Later Lists Like Liked41:54
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 SweeneyApril 15th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, talks about whether the US is staring down a financial crisis as President Trump negotiates trade deals with other countries. While stocks are getting a boost as President Trump floats a potential pause in auto tariffs, ongoing trade tensions and concerns remain about the impact of tariffs on the economy. 2) Christopher Maher, CEO of OceanFirst Bank, discusses how inflation and tariffs are affecting how he operates his business and how clients are responding to changing conditions. Investor sentiment toward the economy is the most negative in three decades, with fund managers expecting the global economy to weaken and planning to reduce exposure to US equities, which is causing increasing challenges for business operators. 3) Sebastien Page, head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks about his new book and demonstrating leadership in a growing uncertain market. Markets are showing signs of consolidating as Trump’s tariff exemptions haved raised hopes there may be room for negotiations after the president’s reciprocal levies this month wiped $10 trillion off global equities and spurred a rout in Treasuries. At the same time, the US is pressing forward with plans to impose tariffs on semiconductor and pharmaceutical imports by initiating trade probes led by the Commerce Department. 4) Scott Stringer, Former NYC Comptroller & NYC Mayoral Candidate, joins as part of our NYC mayoral race coverage to discuss New York City, Mayor Eric Adams' leadership, city finances, congestion pricing, and other issues. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ report on Netflix's market cap target and Business Insider's story on iPhone tricks to avoid increased costs. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Steve Chiavarone & Lori Calvasina 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 Steve Chiavarone & Lori Calvasina. 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 Tchir, Head: Macro Strategy at Academy Securities - Nela Richardson, Chief Economist at ADP - Henrietta Treyz, co-founder and Managing Partner at Veda Partners - David Ellison, Portfolio Manager at Hennessy Funds Peter Tchir, Head: Macro Strategy at Academy Securities and ADP's Nela Richardson discuss the outlook for equities and potential for further market volatility amid uncertain tariff policy from the Trump administration. Henrietta Treyz, co-founder and Managing Partner at Veda Partners, discusses President Trump's tariffs and the GOP tax plan. David Ellison, Portfolio Manager at Hennessy Funds, reacts to Goldman Sachs 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 SweeneyApril 14th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on the outlook for equities and where her S&P target stands. Stocks jumped once President Trump paused import duties on consumer electronics, boosting sentiment. Despite the reprieve, volatility in markets is expected to continue. 2) Gargi Chaudhuri, Chief Investment Strategist, Americas at BlackRock, discusses the outlook for equities, and whether there's a bull case in the market given the concern. While the Dollar has struggled, yen optimism is spreading and the euro is emerging as a prime beneficiary of greenback weakness as investors reassess the dollar’s role in the global financial system. 3) Penny Foley, Portfolio Manager for the TCW Emerging Markets Group, on what she expects from the emerging markets environment given uncertain US policy. The Bloomberg Dollar Spot index fell for a fifth day, touching the lowest levels since October, on concern over the Trump administration's tariff policy, and its effects are expected to ripple throughout emerging markets. 4) Henrietta Treyz, co-founder at Veda Partners, joins to discuss on again, off again tariffs and newfound urgency for the tax bill. President Trump is prioritizing extending the 2017 Tax Cuts and Jobs Act this year, with Republicans in Congress agreeing on a framework to make the cuts permanent. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Dubai dethroning Heathrow as the world's busiest international airport and why there may be fewer outdoor dining spots in New York City this year. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 SPECIAL: Wall Street Braces for New Week of Tariff Turmoil 47:50
47:50 Play Later Play Later Lists Like Liked47:50
Play Later Play Later Lists Like LikedInvestors are on edge as rapid tariff headlines inject unprecedented volatility across global markets. Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz set the stage for the week ahead with insight and commentary from some of the biggest names on Wall Street. - Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management - Libby Cantrill, Managing Director & Head of Public Policy at PIMCO - Stuart Kaiser, Head of Equity Trading Strategy at Citigroup See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Savita Subramanian & Jordan Rochester 5:44
5:44 Play Later Play Later Lists Like Liked5:44
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 Savita Subramanian & Jordan Rochester. 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
- Christopher Wright, US Energy Secretary - Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors - Savita Subramanian, Head: US Equity & Quantitative Strategy - Tony Crescenzi, Exec VP and Generalist Portfolio Manager at PIMCO US Energy Secretary Christopher Wright discusses the Trump administration's energy strategy amid a trade war with China and the outlook for energy and gas prices. Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, discusses equity gyrations and if market volatility is set to continue amid a growing trade war with China. Savita Subramanian, Head: US Equity & Quantitative Strategy, talks about her S&P 500 outlook amid growing policy uncertainty. Tony Crescenzi, Exec VP and Generalist Portfolio Manager at PIMCO, talks about this week's bond market moves and if it's offering other warning signs today. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 De-Dollarization and Equity Concerns amid US-China Trade War 38:36
38:36 Play Later Play Later Lists Like Liked38:36
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 Sweeney April 11th, 2025 Featuring: 1) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on rapid de-dollarization as the trade war with China heats up. China is raising tariffs on all US goods from 84% to 125% starting April 12, in response to the US's latest tariffs. The escalating trade war has led to a decline in global financial markets, with S&P 500 futures and European stocks falling, and the dollar extending its decline. 2) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, joins to discuss the bond market's pushback this week and what it's signaling and President Trump pushes ahead with his trade war with China. Investors are flocking to bunds as a safe-haven asset after the US Treasuries' historically bad week, leaving German yields largely unchanged, while the rate on the US 10-year debt has surged more than 40 basis points. 3) Savita Subramanian, Head: US Equity & Quant Strategy at Bank of America, brings us into PPI and discusses the outlook for inflation and equities in the US amid a growing China trade war. The inflation slowdown reflected is yesterday's CPI showed a decline in energy costs, used vehicles, hotel stays, and airfares, with the cost of motor vehicle insurance also retreating. Some experts still warn that higher inflation may be coming due to tariffs, with the impact expected to be felt in the May CPI report. 4) Jennifer Lee, Senior Economist at BMO Capital Markets, joins to discuss why the Fed's breathing easier today, but why the market volatility isn't over yet. US-China trade tensions escalated, causing a slide in futures, the dollar, and oil, with investors rushing to assess the impact on companies and growth. 5) Erica Groshen, former Commissioner of the United States Bureau of Labor Statistics, on disruption in federal statistics, modernizing federal statistics, and preserving data integrity. A Labor Department report released in December showed the US Bureau of Labor Statistics needs to revamp its culture and improve how it disseminates key economic data. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Ian Lyngen & Anna Wong 5:00
5:00 Play Later Play Later Lists Like Liked5:00
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 Ian Lyngen & Anna Wong. 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
- Russ Koesterich, Portfolio Manager at BlackRock - Dr. Amrita Sen, founder and Director of Research at Energy Aspects - Erika Najarian, Equity Research Analyst at UBS - Torsten Slok, Chief Economist at Apollo Russ Koesterich, Portfolio Manager at BlackRock, discusses the equity rebound following President Trump's tariff reversal and whether the market could continue its climb from here. Dr. Amrita Sen, founder and Director of Research at Energy Aspects, discusses the outlook for crude oil and energy prices as market concerns due to a US-China trade war persist. Erika Najarian with UBS previews big bank earnings and talks about the health of the financial sector. Torsten Slok, Chief Economist at Apollo, talks about the US economic outlook following extreme market gyrations from President Trump's tariff reversal. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Traders Price in CPI and Trump's Tariff Pause 49:15
49:15 Play Later Play Later Lists Like Liked49:15
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 SweeneyApril 10th, 2025 Featuring: 1) Patrick Armstrong, CIO at Plurimi Wealth, Tiffany Wilding, Economist: North America at PIMCO, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss the outlook for bonds and equities following President Trump's tariff reversal. Strategists have warned investors against buying the dip in equities due to the risks ahead, with some advising caution amid extreme market volatility. 2) Ian Lyngen, Head of US Rates at BMO Capital Markets, joins to discuss signals from the bond market before and after President Trump's tariff reversal and the outlook for US rates amid the current US economic backdrop. Trump's tariff reversal decision was driven in part by the chaos in financial markets, as well as outreach from other countries making concessions, and he is now considering exemptions for companies facing severe consequences from tariffs. 3) Nancy Tengler, CEO & CIO at Laffer Tengler Investments, talks "amateur hour" at The White House and why markets need a better policy rollout to sustain a rally after Trump's tariff pause. After a frenetic meeting with economic aides, President Trump implemented a three-month pause on expanded tariffs on dozens of countries, excluding China, and raised tariffs on the world's second-largest economy. It comes after the president promised that his policies would "never" change.s 4) Jordan Rochester, Head: FICC Macro Strategy at Mizuho, on the bond market signals to President Trump and market risks from here. The dollar weakened to begin Thursday as concern reemerges about potential longer-term damage to the global economy from conflict over trade. 5) Kona Haque, Head of Commodities Research at ED&F Man, on the commodity turnaround on Trump's tariff reversal and how softs will fare as trade deals are renegotiate. It comes as the flow of oil from the world’s biggest producer to its largest importer is set to thin to virtually zero as a trade war between the two powerhouse economies escalates. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Ira Jersey & Pat Haskell 5:20
5:20 Play Later Play Later Lists Like Liked5:20
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 Ira Jersey & Pat Haskell. 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
- Chris Harvey, Head: Equity Strategy at Wells Fargo - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries - Richard Bernstein, CEO and CIO at Richard Bernstein Advisors - Ruchir Sharma, CIO at Breakout Capital Partners Chris Harvey, Head: Equity Strategy at Wells Fargo, joins to discuss whether equities could fall further now that President Trump's tariffs have taken effect. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about guidance and earnings from airlines and how tariffs could affect profit margins. Richard Bernstein of Richard Bernstein Advisors discusses the outlook for equities and bond amid recent selloffs. Ruchir Sharma, CIO at Breakout Capital Partners, talks about how public policy is reshaping markets and talks about the US economic outlook this year. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Global Bond Rout as Trump Tariffs Take Effect 35:24
35:24 Play Later Play Later Lists Like Liked35:24
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 SweeneyApril 9th, 2025 Featuring: 1) Viktor Hjort, Global Head of Credit Strategy at BNP Paribas, joins to discuss the global bond selloff and whether the Fed will have to step in. The yield on 30-year US Treasuries briefly surpassed 5%, fueling the biggest selloff since 2020, with investors worried about President Donald Trump's tariffs and their potential impact on the economy and inflation. 2) Constance Hunter, Chief Economist at EIU, joins for an extended discussion on tariffs, the US economy, and outlook for inflation and stagflation. Theories abound about the cause of the bond selloff, including foreign selling of US debt, hedge funds unwinding positions, and a re-evaluation of US government debt by global reserve managers, with some predicting the Federal Reserve may need to step in to stabilize the bond market. 3) Greg Peters, Co-CIO at PGIM Fixed Income, discusses the bond market rout this morning. China retaliated to US tariffs with new levies of its own, causing a global market selloff, with US equity futures falling over 2% and European stocks plunging 4%. The selloff has affected various markets, including currencies, cryptocurrencies, bonds, and commodities, with oil prices falling to around $55 a barrel and the dollar weakening. 4) Ernie Tedeschi, Director of Economics at Yale Budget Lab, talks about their latest report on tariffs now that they've been implemented. Trump's reciprocal tariffs are now in place, imposing levies on China and 60 other trading partners with trade surpluses with the US. The tariffs have raised concerns about a full-blown trade war, with Asian countries bearing the brunt, and have led to a selloff in Treasuries and a decline in Asian and European shares. 5) Amanda Agati, CIO: Asset Allocation at PNC, on her equity outlook given tariffs and cracks emerging in the credit market. The US stock index has plunged nearly 19% since its February peak and is flirting with bear market levels, with the benchmark closing below the 5,000 level for the first time in nearly a year. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Dr. Paul Krugman & Libby Cantrill 5:40
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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 Dr. Paul Krugman & Libby Cantrill. 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, Chair of the Council of Economic Advisers - Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Skylar Montgomery-Koning, FX Strategist at Barclays - Nancy Lazar, Chief Global Economist at Piper Sandler & Co. Stephen Miran, Chair of the Council of Economic Advisers at The White House, joins to discuss President Trump's tariff strategy. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a discussion on the outlook for US equities and whether the market will rebound should it get clarity on tariff policy. Skylar Montgomery-Koning, FX Strategist at Barclays, discusses a weakening US dollar and how currencies are being reshaped by President Trump's economic policy. Nancy Lazar, Chief Global Economist at Piper Sandler & Co., joins to discuss whether the US could enter a recession in 2025 and risks to the market. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Traders Search for Safety Amid Tariff Uncertainty 48:20
48:20 Play Later Play Later Lists Like Liked48:20
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 SweeneyApril 8th, 2025 Featuring: 1) Dr. Paul Krugman, economist and long time NY Times columnist, joins for an extended discussion about tariffs, trade wars, and DOGE. Investors remain on edge over tariff policy, inflation, and potential labor disruptions, as President Trump recently threatened to impose an additional 50% import tax on China if it doesn't pull back from its plan to impose retaliatory levies on American goods. 2) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., joins to discuss lowering his highest-on-Wall Street S&P target and whether he believes equities will bounce back in 2025. Investors remain flummoxed after President Trump's recent remarks and those of his advisers have created confusion and volatility in markets, with investors struggling to understand his negotiating criteria and the lack of a streamlined process for considering exceptions to the tariffs. 3) Ellen Wald, Senior Fellow - Atlantic Council, discusses oil dropping below $60 a barrel, hitting a four-year-low, and outlook for global energy. Goldman Sachs analysts recently estimated that Brent oil could fall below $40 a barrel in late 2026 under "extreme" outcomes, including a global GDP slowdown and a full unwind of OPEC+ cuts. 4) Libby Cantrill, Managing Director: Public Policy at PIMCO, discusses the Trump administration's tariff policies and the components that are here to stay. Anxiety is growing on Wall Street that Donald Trump's actions might break the economy and key parts of the financial markets. Despite a slight easing of the US stock selloff, there are few signs of optimism, and investors are desperate for any sign of tariff relief. 5) James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold's record rise and whether it will be the safe haven amid tariff uncertainty. With volatility surging as $10 trillion wiped off global equities after the US unveiled sweeping tariffs last week, gold pushed higher yesterday. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Damian Sassower & Lori Calvasina 6:05
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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 Damian Sassower & Lori Calvasina. 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
- Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets - Justin Wolfers, University of Michigan Professor of Public Policy - Ed Mills, Washington Policy Analyst at Raymond James - Meghan Graper, Global Co-Head: Debt Capital Markets at Barclays Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about the market selloff and whether the meltdown in equities is set to continue as long as tariffs stay in place. Justin Wolfers with the University of Michigan talks about whether negotiating with other countries on tariffs would be an effective economic strategy. Ed Wills of Raymond James discusses President Trump's commitment to tariffs. Meghan Graper, Global Co-Head: Debt Capital Markets at Barclays, discusses what debt markets are telling investors about rising risks in the economy. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Tariffs Stay on as President Trump Shrugs Off Market Turmoil 33:55
33:55 Play Later Play Later Lists Like Liked33:55
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 SweeneyApril 7th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses her note this morning on why full recession pricing could send the S&P to 4,200. The RBC team led by Calvasina writes in note that the concern of many financial market participants seemed to rapidly swing from stagflation to recession on Thursday and Friday. They add that the value/growth ratio within the Russell 1000 has gotten close to the 2024 lows, “making us wonder whether that trade may soon get to a potential inflection point.” 2) Michael Purves, CEO at Tallbacken Capital Advisors, discusses his recent note "The Express Train to 4,800" and why he believes the S&P could fall as low as 4,000. Traders have increased expectations for the Federal Reserve to cut interest rates this year, with markets pricing 125 basis points of easing by year end. Economists at JPMorgan Chase & Co. and Goldman Sachs Group Inc. expect the US economy to fall into a recession this year, with the Fed cutting interest rates in response. 3) Henrietta Treyz, co-founder at Veda Partners, talks about tariff policy, where the GOP stands on tax cuts, and how policy could change in the coming days and months. President Trump's tariff hikes increase the urgency of the Republican tax-cut package, but threaten to undermine its boost to business and consumer confidence. The tariffs could tip the economy into a downward spiral, making it tough for tax cuts and deregulation to reverse, and may lead to a recession this year. 4) Keith Lerner, Co-CIO at Truist, talks about investors being on the defensive as stocks have more room to decline. As President Trump remains defiant on tariffs, markets were set for another tough week, with US equity futures plunging Sunday, following a 10% drop in the underlying index in two days, and economists predicting a recession this year. 5) Sonali Basak, Wall Street reporter with Bloomberg News, on JPMorgan CEO Jamie Dimon and the JPMorgan annual shareholder letter. Dimon urged a quick resolution to the uncertainties sparked by President Donald Trump's tariffs, warning against a potentially "disastrous" fragmentation of America's long-term economic alliances. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Neil Dutta & Kate Moore 4:10
4:10 Play Later Play Later Lists Like Liked4:10
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 Neil Dutta & Kate Moore. 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
- Mohamed El-Erian, President of Queens' College, Cambridge - Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock - Michael Zezas, Global Head: Public Policy and Fixed Income at Morgan Stanley Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist, Jeffrey Rosenberg with BlackRock, and Wolfe Research's Stephanie Roth react to the March jobs report. Michael Zezas, Global Head: Public Policy and Fixed Income at Morgan Stanley, discusses the Trump administration's tariff plan as the GOP weighs how it will extend tax cuts this year. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Traders React to the Jobs Report as Tariffs Sink In 55:15
55:15 Play Later Play Later Lists Like Liked55:15
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 SweeneyApril 4th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Head: US Research at Renaissance Macro Research, and Jamie Patton, Co-Head of Global Rates at TCW, react to today's jobs figures and discuss the outlook for the Fed and Jay Powell. Traders have increased their expectations for the Federal Reserve to cut interest rates this year, with money markets now showing 100 basis points of reductions by year-end. 2) Dan Ives, Global Head of Technology at Wedbush Securities, discusses the "worse than worse case scenario" tariff announcement as it relates to tech. President Trump announced sweeping tariffs on imports from virtually every US trading partner, affecting tech companies like Dell, Apple, Sonos, and HP. The tariffs will increase costs, slow demand, and strain global supply chains, with levies ranging from 10% to 46% on imports from countries like China, Taiwan, and South Korea. 3) David Blanchflower, economics professor and labor economist at Dartmouth University, on labor and wages in a high tariff America. As tariffs set into the American economy, it's unclear how they will affect wages and the labor market. It comes as Republicans are considering creating a new tax bracket for those earning $1 million or more, with a top rate of around 39% to 40%, to offset the costs of their tax bill. 4) Gautam Mukunda, professor at Yale University School of Management and Bloomberg Opinion columnist, on the short and long-term political impact of tariffs. It comes as a new poll shows President Trump's approval rating slipping ahead of his tariff announcement. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including the Wall Street Journal story on the domino affect from the trade war and the New York Times' look at the grocery aisle and the impact of tariffs See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Holger Schmieding & Ed Yardeni 4:16
4:16 Play Later Play Later Lists Like Liked4:16
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 Holger Schmieding & Ed Yardeni. 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
- Howard Lutnick, US Commerce Secretary - Jim Zelter, President at Apollo Global Management - Terry Haines, founder at Pangaea Policy US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff announcement. Jim Zelter, President at Apollo Global Management, talks about how markets will react to President Trump's tariffs. Terry Haines, founder at Pangaea Policy, discusses the political calculations behind President Trump's tariff decision. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Trump Tariffs Reshape Global Trade and Geopolitics 52:06
52:06 Play Later Play Later Lists Like Liked52:06
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 SweeneyApril 3rd, 2025 Featuring: 1) Doug Irwin, professor at Dartmouth University, on the reset of the global trade order and whether countries will just move on without the US. The tariffs are expected to have significant economic implications, including higher US prices, slower growth, and possibly even a recession, with many countries likely to end up in a recession if the tariff rate stays on for an extended period of time. Ed Yardeni, president at Yardeni Research, talks about lowering his S&P target yet again and whether there's more even more market risks now that tariffs have been announced. Global financial markets experienced a sweeping selloff after President Trump's bid to remake the world trading order proved more aggressive than expected. The tariff announcements threaten to extend the S&P 500's recent weakness. 2) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, on signals from the bond market in the US and whether a recession is now likely. Gold hit new highs amid investors’ flight to haven assets on the tariff announcement, while 10-year Treasury yields dropped to the lowest level in more than five months and the yen strengthened. 3) Tina Fordham, founder at Fordham Global Foresight, discusses President's Trump's geopolitical reset and America "going it alone." President Trump's move marks a dramatic escalation in Trump's trade war, sparking threats of retaliation from other countries and causing a selloff in global financial markets. 4) Elizabeth Economy, professor at Stanford University, talks about China getting hit hard by Trump's tariffs and whether they affect China's geopolitical strategy is being reshaped by Trump's approach. China has vowed to retaliate against Donald Trump's tariffs, which have increased by 34%, putting the world's largest economies on a collision course that risks decimating bilateral trade and upending supply chains. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 On today's episode: President Donald Trump imposed the steepest American tariffs in a century as he steps up his campaign to reshape the global economy, sparking threats of retaliation and a selloff in markets around the world.Trump announced Wednesday he will apply at least a 10% tariff on all exporters to the US, with even higher duties on some 60 nations, to counter large trade imbalances with the US. That includes some of the country’s biggest trading partners, such as China — which now faces a tariff of well above 50% on many goods — as well as the European Union, Japan and Vietnam.“For years, hard-working American citizens were forced to sit on the sidelines as other nations got rich and powerful, much of it at our expense,” Trump said during an event in the White House Rose Garden to unveil the so-called reciprocal tariffs. “Now it’s our turn to prosper.”The move marks a dramatic escalation in Trump’s trade war, one that risks triggering retaliation from other countries and upends calculations for businesses and consumers at home. China and the EU, America’s largest trading partner, both said they were preparing to take countermeasures in response.The US president has embraced tariffs as a tool to assert US power, revive manufacturing at home and exact geopolitical concessions — counter to the decades-old consensus that lower trade barriers help to foster ties among nations and prevent conflicts. Economists say the near-term result of his measures will likely be higher US prices and slower growth — or perhaps even a recession.Global financial markets were hit by a sweeping selloff after Trump’s announcement, with US equity futures slumping as much as 4%.Gold hit an all-time high and the traditional haven Japanese yen soared, while China maintained its daily support of the yuan. Ten-year Treasury yields fell toward the closely-watched 4% level, their lowest since October.Read More: Fear Grips Markets as Trump Tariffs Raise Risks to Global GrowthLess than three months after returning to the White House, Trump has already erected trade barriers that are bigger by some measures than those imposed in the notoriously protectionist 1930s. Bloomberg Economics calculates that the effective tax rate the US now charges on more than $3 trillion of imported goods may climb to around 23% — higher than any point in more than a century.A statement published Wednesday by the United States Trade Representative explained the Trump administration calculated its raft of new tariffs primarily based on existing trade balances. Countries running a trade surplus with the US faced a flat 10% rate regardless, as did nations where trade was roughly even.There’s a small difference in the tariff rates first announced by Trump and more than a dozen of those listed in the annex that accompanied the White House executive order. For countries like South Korea, Myanmar, Pakistan and India, the rates in the annex are about 1 percentage point higher than the initial announcement.The 10% baseline charge on everyone takes effect after midnight Saturday. The higher duties on targeted countries — which replace, rather than add on top of the 10% rate — are due to kick in on April 9, the White House said.Read More: List of Reciprocal Tariffs by CountryFor now, the new measures don’t include Canada and Mexico, which are embroiled in a separate on-and-off tariff dispute with the US. They also won’t apply to some products that are subject to separate duties tied to so-called Sec. 232 investigations such as autos, semiconductors and lumber.The reciprocal tariffs were “much worse than we feared,” said Mary Lovely, a senior fellow at the Peterson Institute for International Economics. There’ll be “huge implications for rerouting of trade,” she said.The president, who’s sought to frame his trade plans as a boost for his blue-collar voters, was joined in the Rose Garden by union members and workers from various industries — including a retired autoworker who spoke on stage. Later, Trump brandished large boards during his 48-minute address to display each nation’s new rate. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Jason Furman & Justin Wolfers 3:43
3:43 Play Later Play Later Lists Like Liked3:43
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 Jason Furman & Justin Wolfers. 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
- Kelly Ann Shaw, Partner at Hogan Lovells US - Binky Chadha, Chief US Equity Strategist at Deutsche Bank - Seth Carpenter, Chief Global Economist at Morgan Stanley - Julia Coronado, founder and President at Macropolicy Perspectives Kelly Ann Shaw of Hogan Lovells discusses the potential market reaction and economic impact of President Trump's tariff plan, which will be unveiled late Wednesday afternoon. Deutsche Bank's Binky Chadha talks about whether equities could rebound from correction territory despite an uncertain incoming tariff announcement. Seth Carpenter with Morgan Stanley talks about how tariffs are being priced in to the US economy. Julia Coronado, founder and President at Macropolicy Perspectives, discusses the outlook for the US economy and inflation as the Trump administration's tariff plan is unveiled today. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Markets Await Tariff Announcement on Liberation Day 36:06
36:06 Play Later Play Later Lists Like Liked36:06
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 SweeneyApril 2nd, 2025 Featuring: 1) Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his recent NYT opinion piece on why he believes tariffs are such a terrible idea. The tariffs, which will be announced today, are expected to take immediate effect, with countries able to negotiate to bring rates down. 2) Henrietta Treyz, co-founder at Veda Partners, discusses the Wisconsin Senate race, Republicans holding seats in Florida, and how a potential GOP tax hike could reshape the entire tariff and economic discussion. President Trump's team is finalizing plans for reciprocal tariffs to be unveiled on Wednesday. It comes as Republicans are drafting a tax bill that includes increasing the state and local tax deduction to up to $25,000 for an individual. 3) Nisha Patel, portfolio manager at Parametric, talks about opportunities in munis, tax loss harvesting, and great opportunities in long end yields. Municipal bonds underperformed the U.S. taxable bond market last month. The Bloomberg Municipal Bond Index lost 1.69%, compared with a return of 0.04% for the Bloomberg US Aggregate Index. 4) Peter Tchir, Head: Macro Strategy at Academy Securities, on the problem of "An Eye for an Eye" when it comes to global trade on Liberation Day. The tariff announcement has caused uncertainty, shaking markets and prompting economists to cut growth forecasts, with Trump aiming to raise $700 billion annually in tariff revenue. The tariffs could apply widely, even to countries with which the US doesn't have a trade imbalance. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times survey on a new survey finds that more Americans can't afford medical care, and the Wall Street Journal's story on the workplace battle over who should pay for Ozempic. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Richard Clarida & Michael Nathanson 4:50
4:50 Play Later Play Later Lists Like Liked4:50
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 Richard Clarida & Michael Nathanson. 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
- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America - Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Ed Yardeni of Yardeni Research discusses why he's again lowering his S&P target for 2025. Tobin Marcus with Wolfe Research previews President Trump's "Liberation Day" tariff announcement and what investors should expect. Bank of America's Francisco Blanch talks about opportunities in commodities as equity uncertainty grows over economic policy. Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, talks about whether investors should be rethinking their equity allocation amid incoming tariff policy. 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 SweeneyApril 1st, 2025 Featuring: 1) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended discussion on how the Fed will digest this week's tariff announcement and the March payrolls data. President Trump's upcoming announcement on tariffs has created uncertainty, leading investors to be cautious and strategists to lower their estimates. 2) Michael Nathanson, partner at MoffettNathanson, joins to discuss his note on YouTube dominance. Measured by revenue, YouTube was the second-biggest media company in the world last year. It brought in $54.2 billion in 2024 — just $5.5 billion behind Disney. And in 2025, Nathanson predicts, YouTube should eclipse Disney, and become the biggest media company in the world. 3) Nancy Lazar, Chief Global Economist at Piper Sandler & Co, joins for an extended discussion on the outlook for the US economy and inflation. President Trump will announce a reciprocal tariff plan on April 2 in the White House Rose Garden, featuring "country-based" tariffs. Uncertainty surrounding his plans, which have often changed and been subject to last-minute carveouts, have triggered fears they could blow up supply chains and raise prices for US consumers. That angst has fueled a weeks-long sell off on Wall Street that extended into Monday. 4) Chris Ailman, former CIO at CalSTRS and founder of Ailman Advisers, discusses his role as the Chair of the 300 Club and what he's hearing is front of mind for global CIOs. One consideration for businesses and investors: the stream of executive orders and reversals coming from the White House — Trump announced a 25% tariff on Canadian and Mexican goods last month, then exempted those covered by USMCA — have required customs experts and trade lawyers. While some companies have their own in-house teams, others have sought outside help in reviewing their products to ensure that enough of them are made in North America. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including YouTube about to become the world's biggest media company and Disney getting the last laugh on Snow White. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
1 Single Best Idea with Tom Keene: Kriti Gupta & Neil Dutta 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 Kriti Gupta & Neil Dutta. 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
- Mike Wilson, Chief US Equity Strategist at Morgan Stanley - Henrietta Treyz, co-founder at Veda Partners - Darrell Cronk, CIO: Wealth & Investment at Wells Fargo - John Murphy, Lead Analyst: Equity Research at Bank of America Securities Morgan Stanley's Mike Wilson discusses why he sees limited near-term US stock upside and whether US economic growth will remain strong. Henrietta Treyz of Veda Partners talks about the outlook for tax legislation and tariffs. Darrell Cronk, CIO: Wealth & Investment at Wells Fargo, talks about asset allocation and what investors are most concerned amid growing market uncertainty. John Murphy with Bank of America talks about how President Trump's auto tariffs will affect sector domestically and globally. 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 SweeneyMarch 31st, 2025 Featuring: 1) Neil Dutta, Head: Macro Research at Renaissance Macro Research, joins for an extended discussion on the outlook for the US economy and the incoming impact of tariffs. The risk of tariff-linked damage has propelled the S&P 500 to its worst quarter since 2022, wiping $5 trillion off its value from a Feb. 19 record high. 2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, talks about whether it's finally time to give up the bullish take on equities. Wall Street forecasters, including Goldman Sachs' David Kostin, are lowering their S&P 500 targets due to increased recession risk and tariff-related uncertainty. Other strategists, including Morgan Stanley's Michael Wilson and JPMorgan Chase's Mislav Matejka, are also taking a more cautious tone on the S&P 500. 3) Henrietta Treyz, co-founder at Veda Partners, discusses DC headlines, tariffs, and taxes. President Donald Trump plans to start his reciprocal tariff push with "all countries". The Trump administration has not yet outlined what tariffs are coming, how they'll be calculated, or what countries will need to do to secure exemptions. 4) Kriti Gupta, host on Bloomberg TV and Radio from London, joins for a discussion on the global selloff in markets and Marine Le Pen's possible presidential bid. The far-right leader Le Pen was convicted of embezzlement by a Paris court. Prosecutors previously asked for Le Pen to get an immediate 5-year ban on running for office. Le Pen had denied any wrongdoing and said the prosecution is seeking her “political death.” 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal article about Costco's Kirkland brand and the Yankees' torpedo-shaped bats. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
- Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments - Angelo Zino, Vice President of Equity Research at CFRA - French Hill, US Representative: Arkansas and Chairman of House Financial Services Committee - Jim Bullard, Dean of the Purdue University Business School Victoria Fernandez of Crossmark Global Investments discusses the outlook for equities amid looming US tariffs. Angelo Zino with CFRA talks about Nvidia-backed CoreWeave IPO. French Hill, Republican US Representative: Arkansas and Chairman of House Financial Services Committee, discusses the economic priorities of the House and how Federal policy could reshape the US economy. Jim Bullard, Dean of the Purdue University Business School and former president of the Federal Reserve Bank of St. Louis, reacts to PCE data today. See omnystudio.com/listener for privacy information.…
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