Amazon.com gave a weaker-than-expected forecast for operating profit in the current quarter, pointing toward tariffs and trade policies that may cause consumers to pull back on spending. The world’s largest online retailer projected operating profit of $13 billion to $17.5 billion, compared with an average estimate of $17.8 billion. Sales will be $159 billion to $164 billion in the period ending in June, the company said Thursday in a statement. Analysts, on average, expected $161.4 billio...
May 01, 2025•16 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 01, 2025•5 min
- 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 ...
May 01, 2025•23 min
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 ...
May 01, 2025•39 min
Tom 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.
Apr 30, 2025•6 min
- 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 suppl...
Apr 30, 2025•32 min
Watch 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 keepin...
Apr 30, 2025•45 min
Tom 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.
Apr 29, 2025•4 min
- 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, discusse...
Apr 29, 2025•32 min
Watch 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 ...
Apr 29, 2025•42 min
Tom 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.
Apr 28, 2025•5 min
- 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 ...
Apr 28, 2025•31 min
Watch 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 addres...
Apr 28, 2025•38 min
Tom 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.
Apr 25, 2025•4 min
- 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 negotiati...
Apr 25, 2025•30 min
Watch 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 wit...
Apr 25, 2025•45 min
Tom 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.
Apr 24, 2025•4 min
- 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...
Apr 24, 2025•32 min
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 ...
Apr 24, 2025•35 min
Tom 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.
Apr 23, 2025•5 min
- 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 a...
Apr 23, 2025•39 min
Watch 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 r...
Apr 23, 2025•37 min
Tom 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.
Apr 22, 2025•6 min
- 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 presi...
Apr 22, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney April 22nd, 2025 Featuring: 1) Jeff deGraaf, Chairman and Head: Technical Research at Renaissance Macro Research, joins for a discussion on Jay Powell, market risks, and tariffs. US stocks were higher in futures trading this morning as equities are set to bounce back from Monday's losses as investors weigh progress on trade talks with India and Tesla's upcoming earn...
Apr 22, 2025•39 min
Tom 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.
Apr 21, 2025•4 min
- 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. Lelan...
Apr 21, 2025•28 min
Watch 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 wi...
Apr 21, 2025•38 min
Tom 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.
Apr 17, 2025•5 min
- 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 ...
Apr 17, 2025•31 min
