Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg & Michael McKee Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 20, 2025•3 min
Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management -Eugenio Aleman, Raymond James Chief Economist -Eric Freedman, US Bank CIO See omnystudio.com/listener for privacy information.
Aug 20, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025 Featuring: 1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets. 2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Jackson Hole and what we can expect to hear from Fed Chair Jay Powell. 3) Alicia Levine, Head of Investment Strategy and Equities at BNY, on ho...
Aug 20, 2025•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Terry Haines & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 19, 2025•4 min
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities - Kit Juckes, Chief FX Strategist at Societe Generale - Priya Misra, Portfolio Manager at JPMorgan Investment Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss her outlook for US equities and the S&P. Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities, breaks down...
Aug 19, 2025•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025 Featuring: 1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning their attention to earnings from US consumer giants for clues on the impact of tariffs, according to the text. 2) Jim Caron, CIO of Cross Asset Solut...
Aug 19, 2025•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 18, 2025•3 min
- Claudia Sahm, Chief Economist at New Century Advisors - Neil Dutta, Head: US Economic Research at Renaissance Macro - Gennadiy Goldberg, Head: US Rates Strategy at TD Securities - Kelly Grieco, Senior Fellow at the Stimson Center Claudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market ahead of Jay Powell's Jackson Hole speech. Neil Dutta, Head: US Economic Research at Renaissance Macro, talks about the chances of a September rate cut...
Aug 18, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025 Featuring: 1) Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss the Fed's case for a rate cut and what he expects from Jackson Hole this week. Traders are staying cautious ahead of the Federal Reserve’s annual retreat at Jackson Hole later this week, with Chairman Jerome Powell’s speech keenly watched for guidance on a Septem...
Aug 18, 2025•29 min
US President Donald Trump called his meeting with Russian counterpart Vladimir Putin “extremely productive” but indicated that a deal to end the war had still not been finalized, adding that he would speak to NATO allies and Ukrainian President Volodymyr Zelenskiy. “There’s no deal until there’s a deal,” Trump said Friday in Anchorage, Alaska as he stood alongside Putin for a joint event. Putin spoke first at the event, casting the conversations as useful and said they were held “in a constructi...
Aug 16, 2025•21 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Peter Tchir & Jennifer Lee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 15, 2025•4 min
- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Eddie Fishman, Professor at Columbia University - Marc Sumerlin, Managing Partner and founder at Evenflow Macro - Veronica Clark, Director: Research at Citi Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, joins to discuss his S&P target and outlook for equities amid policy and global uncertainty. Eddie Fishman, Professor at Columbia University, previews the Trump-Putin summit in Alaska. Marc Su...
Aug 15, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 15th, 2025 Featuring: 1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% after a flat session Thursday, following back-to-back record closes earlier in the week, after a surprising PPI report that showed higher servi...
Aug 15, 2025•24 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 Bianco & Scott Ladner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 14, 2025•4 min
- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Norman Roule, Senior Adviser at Center for Strategic & International Studies - David Malpass, former President at The World Bank - Nela Richardson, Chief Economist at ADP Ed Yardeni, Chief Investment Strategist at Yardeni Research, discusses the equity bull case amid clarity on tariff policy and the potential for rate cuts. Norman Roule, Senior Adviser at Center for Strategic & International Studies, previews the Trump-Putin...
Aug 14, 2025•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 14th, 2025 Featuring: 1) Jim Bianco, founder at Bianco Research, joins for an extended discussion on the Fed and rate cuts, as he calls for the Fed to hold and believes an easing cycle would mark a serious policy error. US short-dated bonds yields are near their lowest level in more than three months, reflecting conviction among traders that the Federal Reserv...
Aug 14, 2025•46 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Seif & Jens Nordvig. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 13, 2025•4 min
- Scott Bessent, US Treasury Secretary - Liz Ann Sonders, Chief Investment Strategist at Charles Schwab - Jeannette Lowe, Director: Policy Research at Strategas Securities - Tom Porcelli, Chief US Economist at PGIM Fixed Income Scott Bessent, US Treasury Secretary, joins to discuss tariffs, US economic data, the Fed, and the economic priorities of the second Trump administration. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about the sustainability of the equity rally as...
Aug 13, 2025•45 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 13th, 2025 Featuring: 1) Jens Nordvig, founder & CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar. 2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss recent eco data and why September may mark the beginning of a Fed easing cycle. Equity markets are ...
Aug 13, 2025•43 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Ira Jersey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 12, 2025•5 min
- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist: North America at PIMCO - Jon Lieber, Head: Research at Eurasia Group - Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee outlook for inflation and rate cuts in the US. Jon Lieber, Head: Research at Eurasia Group, talks abo...
Aug 12, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, react to CPI and discusses weakening US labor data, as well as President Trump naming EJ Antoni the new BLS chief. Despite economists concerned about the potential for rising inflation, Wall Street firms, including JPMorga...
Aug 12, 2025•50 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Angela Stent & Jonathan Hill. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 11, 2025•3 min
- Eric Rosengren, former President of the Federal Reserve Bank of Boston - Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs - Henrietta Treyz, co-founder at Veda Partners - Ryan Petersen, Chairman and CEO of Flexport Eric Rosengren, former President of the Federal Reserve Bank of Boston, joins to discuss recent eco data and outlook for the US labor market and potential for rate cuts. Henrietta Treyz, co-founder at Veda Partners, joins to discuss the Trump administration's trade...
Aug 11, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 11th, 2025 Featuring: 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk about the AI rally and whether there will be more choppiness in equities to end 2025. Stocks erased gains as traders dialed back optimism that a summit between US President Trump and Russia’s Vladimir Putin would bring the war in Ukraine closer to...
Aug 11, 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 James Steel & Dan Tannebaum. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 08, 2025•3 min
- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America - Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee - John Vinh, Equity Research Analyst at Keybanc - Collin Martin, Fixed Income Strategist at Charles Schwab Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. Bruce Hirsh, former Chief International Trade Counsel at the US Senate Fin...
Aug 08, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025 Featuring: 1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Thursday’s a weak sale of 30-year debt signaled waning appetite for US debt. 2) Larry McDonald, founde...
Aug 08, 2025•33 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Kathy Bostjancic. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 07, 2025•4 min
- Kate Moore, CIO: Wealth at Citi Wealth - Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee - Yelena Shulyatyeva, Senior US Economist at The Conference Board - Mark Hoplamazian, CEO at Hyatt Kate Moore, CIO: Wealth at Citi Wealth, discusses asset allocation and the equity bull case amid continued policy uncertainty out of Washington. Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee, discusses President Trump's global tariffs taking ...
Aug 07, 2025•26 min