Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 7th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, offer their reaction to the February US Jobs Report. Concerns over US growth, rising inflation,...
Mar 07, 2025•47 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katharine Neiss & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 06, 2025•6 min
- Jane Foley, Head of FX Strategy at RaboBank - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jason Furman, Professor at Harvard University - Constance Hunter, Chief Economist at EIU Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economi...
Mar 06, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 6th, 2025 Featuring: 1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, on why he remains constructive on the economy and investment environment despite so much policy uncertainty in DC. Markets are focused on the global bond rout and economic fallout from the brewing Trump-led trade war, with bond investors waiting for the European Central Bank...
Mar 06, 2025•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Michele & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 05, 2025•4 min
- US Commerce Secretary Howard Lutnick - Bob Michele, CIO: Fixed Income at JPMorgan Asset Management - George Saravelos, Global Head: FX Research at Deutsche Bank - Monica Guerra, Head of US Policy at Morgan Stanley US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff and trade policies. Bob Michele of JPMorgan Asset Management discusses how the bond market is weighing the risks of the US-led trade war. Monica Guerra of Morgan Stanley outlines how tra...
Mar 05, 2025•37 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 5th, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on bonds and fixed income, and warning signals following the implementation of President Trump's tariffs. The dollar fell to a three-month low due to concerns about the negative impact of US tariffs on the economy, with losses particularly stark...
Mar 05, 2025•39 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 Abby Joseph Cohen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 04, 2025•5 min
- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI - Ed Mills, Washington Policy Analyst at Raymond James - Everett Eissenstat, Former Deputy Director for the National Economic Council - Kit Juckes, Chief FX Strategist at Societe Generale Julian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Tr...
Mar 04, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 4th, 2025 Featuring: 1) Brendan Murray, Bloomberg News Trade Tsar, joins to discuss the economic fallout of the US-led trade war. President Donald Trump imposed 25% tariffs on most Canadian and Mexican imports and raised the charge on China to 20%, affecting roughly $1.5 trillion in annual imports. Canada and China have retaliated with their own tariffs as Mexi...
Mar 04, 2025•44 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 Trubowitz & David Bahnsen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 03, 2025•5 min
- Mohamed El-Erian, President at Queens' College, Cambridge - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Liz Young Thomas, Head of Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho Mohamed El-Erian, President at Queens' College, Cambridge, discusses slowing US growth as President Trump readies to place tariffs on key allies and China. Tobin Marcus of Wolfe Research talks about reciprocal tariffs and what levies could actually look like. SoFi's Liz You...
Mar 03, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 3rd, 2025 Today's Podcast Features: 1) Peter Trubowitz, professor at London School of Economics, joins for an extended discussion on tariffs and geopolitics. It comes as President Donald Trump is planning to impose new tariffs on Canada and Mexico, as well as doubling a levy on China, which would apply to roughly $1.5 trillion in annual imports. 2) Jack Devine,...
Mar 03, 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 Michael Darda & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 28, 2025•4 min
- Steven Major, Global Head: FI Research at HSBC - Kelly Ann Shaw, Former Deputy NEC Director - Andrew Hollenhorst, Chief US Economist at Citi - Michael Kushma, CIO: Fixed Income at Morgan Stanley Investment Management Steven Major, Global Head: FI Research at HSBC, discusses signals from the bond market on outlook for the US and global economies. Kelly Ann Shaw, Former Deputy NEC Director, discusses President Trump's trade proposals. Citi's Andrew Hollenhorst and Michael Kushma of Morgan Stanle...
Feb 28, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 28th, 2025 Featuring: Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Frances Donald, Chief Economist at RBC, react to PCE and discuss the outlook for US economic growth Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, on USD strength and his note on the Japan cyclic...
Feb 28, 2025•44 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gil Luria & Caroline Hyde. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 27, 2025•4 min
- Christopher Verrone, Head: Technical & Macro Strategy at Strategas Securities - Torsten Slok, Chief Economist at Apollo - Bankim Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Lauren Saidel-Baker, Economist at ITR Christopher Verrone is Strategas discusses inflation in the US and whether the economy could soon experience a slowdown. Apollo's Torsten Slok talks about his views on rate cuts in 2025 and where the Fed stands as it looks to continue bringing down inflation. ...
Feb 27, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025 Featuring: Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor...
Feb 27, 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 Rich Greenfield & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 26, 2025•4 min
- Yelena Shulyatyeva, Senior US Economist at The Conference Board - Brian Gardner, Chief Washington Policy Strategist at Stifel - Ted Maloney, CEO at MFS Investment Management - Meghan Robson, Head: US Credit Strategy at BNP Paribas Yelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Manageme...
Feb 26, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 26th, 2025 Featuring: Jim Bianco, president at Bianco Research, joins to discuss the "Mar-A-Lago Accord" that's making waves in financial media, as well as his outlook for rates and the US economy Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the latest market drawdown and consumer and investor expectations, and how Nvidia earnings co...
Feb 26, 2025•36 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.
Feb 25, 2025•4 min
- Sharon Bell, Senior European Equity Strategist at Goldman Sachs - Jon Lieber, Managing Director at Eurasia Group - Dan Ives, Global Head of Technology Research at Wedbush Securities - Neil Dutta, Partner at Renaissance Macro Research Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at...
Feb 25, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 25th, 2025 Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency" Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new...
Feb 25, 2025•34 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & James Steel Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 24, 2025•5 min
-Amos Hochstein, Former White House Senior Advisor to the President -Nela Richardson, Chief Economist & ESG Officer, ADP -Ed Mills, Raymond James policy analyst See omnystudio.com/listener for privacy information.
Feb 24, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 24th, 2025 Featuring: Holger Schmieding, Chief Economist at Berenberg, on eco impact of German election Mike Wilson, Chief US Equity Strategist at Morgan Stanley Bob Doll, CIO at Crossmark Global Investments Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Feb 24, 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 Robert Kaplan & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 21, 2025•5 min
- Nadia Lovell, Senior Strategist - US Equity, UBS - Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School - Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management - Tiffany Wilding, Economist: North America at PIMCO Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite infla...
Feb 21, 2025•27 min
