- 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 &...
Mar 31, 2025•30 min
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 Belsk...
Mar 31, 2025•37 min
- 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 Represent...
Mar 28, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 28th, 2025 Featuring: 1) Tiffany Wilding, Economist at PIMCO, Stephanie Roth, Chief Economist at Wolfe Research, and Lauren Goodwin, Chief Market Strategist at New York Life Investments, react to PCE and offer their US market and economic outlook. Today's data comes as Fed officials, such as the president of the Federal Reserve Bank of Boston Susan Collins, hav...
Mar 28, 2025•52 min
- Monica DiCenso, Head: Global Investment Opportunities at JP Morgan Private Bank - Donald Schneider, Deputy Head: US Policy at Piper Sandler - Dan Ives, Head: Global Technology at Wedbush Securities - Amanda Lynam, Head: Macro Credit Research at BlackRock Monica DiCenso with JP Morgan Private Bank talks about concerns over US growth as traders await PCE data and weigh tariff uncertainty. Donald Schneider, Deputy Head: US Policy at Piper Sandler, offers his analysis of President Trump's 25% auto...
Mar 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 March 27th, 2025 Featuring: 1) Julia Pollak, Chief Economist at ZipRecruiter, reacts to US jobless claims and President Trump's 25% auto tariffs announcement and looks ahead to PCE. The 25% auto tariffs will come into effect on April 3, initially targeting fully assembled vehicles, and will expand to include major automobile parts by May 3. Meanwhile, traders await ...
Mar 27, 2025•34 min
- 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 administ...
Mar 26, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 26th, 2025 Featuring: 1) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on the Fed, outlook for rates, and a struggling US consumer. US consumer confidence fell in March to the lowest level in four years due to concerns about higher prices and the economic outlook amid the Trump administration's escalating tariffs. 2) Skyler Weinand, CIO a...
Mar 26, 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 Michael Darda & Cam Dawson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 25, 2025•4 min
- Cam Dawson, CIO at NewEdge Wealth - Claudio Irigoyen, Head: Global Economics Research at Bank of America Securities - Libby Cantrill, Head of US Public Policy at PIMCO - Sonal Desai, CIO: Fixed Income at Franklin Templeton Cam Dawson, CIO at NewEdge Wealth, discusses the outlook for equities and whether rotation will continue out of US stocks. Bank of America's Claudio Irigoyen discusses how tariffs will impact the US and global economies. Libby Cantrill of PIMCO talks about whether traders co...
Mar 25, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney March 25th, 2025 Featuring: 1) Sophia Drossos, Economist at Point72 Asset Management, discusses a cloudy market and compounding uncertainty and where the Fed goes from here. It comes as tariffs have been dominating the news flow this week, with US stocks soaring on Monday on signs that trade sanctions will be narrower than feared. However, signs of "secondary tariff...
Mar 25, 2025•43 min
Stock Movers is a new, five-minute podcast on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple : https://podcasts.apple.com/us/podcast/stock-movers/id1803209456 Listen on Spotify : https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895 Listen Anywhere : https://link.podtrac.com/h0zn7xir See omnystu...
Mar 24, 2025•30 sec
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 & Joe Lavorgna. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 24, 2025•4 min
- Jean Boivin, Global Head: Research & Investment Institute at BlackRock - Kathy Bostjancic, Chief Economist at Nationwide - Sharon Miller, Co-President: Business Banking at Bank of America - Dana Telsey, CEO and founder at Telsey Advisory Group Jean Boivin with BlackRock joins for a discussion on risks weighing down US equities and whether recent news about tariffs will lead to an equity boost. Sharon Miller, Co-President: Business Banking at Bank of America, on small business in the US and...
Mar 24, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 24th, 2025 Featuring: 1) Joe Lavorgna, Chief Economist at SMBC Nikko Securities and former Trump economic advisor, on why he believes Trump's tariff initiatives will ultimately prove bullish for the US economy, won't be inflationary, and could usher in a new economic "Golden Age" in the US. President Trump is preparing to announce "reciprocal tariffs" on April ...
Mar 24, 2025•45 min
- Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital - Seema Shah, Chief Global Strategist at Principal Asset Management - Jeetendra Patel, Chief Product Officer at Cisco - Kate Moore, CIO: Citi Wealth NYU Professor Emeritus and Hudson Bay Capital's Nouriel Roubini discusses risks to the US economy and potential for stagflation amid incoming tariffs on April 2. Seema Shah of Principal Asset Management talks about portfolio positioning as the S&P looks to snap it...
Mar 21, 2025•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 21st, 2025 Featuring: 1) Karen Manna, Investment Director, Fixed Income at Federated Hermes, on market headline risks versus what's actually driving trading activity. Global stocks fell due to downbeat corporate earnings and concerns over a potential US trade war. 2) Rema Serafi, Vice Chair - Tax at KPMG, on the "Tax Trifecta" and the upcoming GOP tax legislati...
Mar 21, 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 Jay Bryson & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 20, 2025•5 min
- Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management - Mike Pyle, Deputy Head: Portfolio Management Group at BlackRock - Brooke Roach, Analyst at Goldman Sachs - Luke Tilley, Chief Economist Wilmington Trust Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management reacts to Fed Chair Jerome Powell's press conference after the Federal Reserve's rate decision yesterday, and discusses the path forward amid tariff policy uncertainty. Mike Pyle with BlackRock talks about portfolio posit...
Mar 20, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 20th, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, offers his reaction to the Fed meeting yesterday and discusses why he thinks it was Jay Powell's finest performance. Powell downplayed growth concerns and the impact of President Trump's trade war on inflation, calling the inflationary effect of tariffs "transitor...
Mar 20, 2025•38 min
Bloomberg'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 officials held their benchmark interest rate steady for a second straight meeting, caught between mounting concerns that the economy is slowing and inflation could remain stubbornly high. Chair Jerome Powell acknowledged the high degree of uncertainty from President Donald Trump&r...
Mar 19, 2025•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sebastien Page & Dean Curnutt. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 19, 2025•5 min
- Steve Witkoff, White House Special Envoy to the Middle East - Gennadiy Goldberg, Head: US Rates Strategy at TD Securities - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock - David Rubenstein, co-founder of The Carlyle Group Steve Witkoff, White House Special Envoy to the Middle East, joins for a discussion on rising Middle East tensions and the White House's strategy. Gennadiy Goldberg of TD Securities joins for a look at the outlook for US rates ahead of toda...
Mar 19, 2025•35 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 19th, 2025 Featuring: 1)Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks about repositioning portfolios as geopolitical and trade risks continue to rise. Investors are likely to remain on edge ahead of the Fed's announcement, which is expected to hold interest rates steady but could offer cl...
Mar 19, 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 Richard Portes & Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 18, 2025•4 min
- Peter Tchir, Head of Macro Strategy at Academy Securities - Ed Mills, Washington Policy Analyst at Raymond James - Pierre Ferragu, Head: Global Technology at New Street Research - Stephanie Roth, Chief Economist at Wolfe Research Peter Tchir with Academy Securities talks about whether the market will stabilize amidst a growing global trade war. Ed Mills of Raymond James talks about the geopolitical and economic policies of a second Trump administration, how Republicans and Democrats in Congres...
Mar 18, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 19th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, discusses political uncertainty weighing on US equities and whether the market will see a bounce back this week as it awaits tariffs on April 2. It comes as Treasury Secretary Scott Bessent said that the underlying economy is healthy and there’s no reason for the US to see a...
Mar 18, 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 Julia Coronado & Eric Balchunas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 17, 2025•5 min
- Lotfi Karoui, Chief Credit Strategist at Goldman Sachs - Stephen Trent, Director: America Airlines Research at Citi - Henrietta Treyz, co-founder at Veda Partners - Neil Dutta, Head: US Economic Research at Renaissance Macro Research Lotfi Karoui with Goldman Sachs discusses opportunities in emerging markets during the recent US market selloff. Stephen Trent of Citi discusses the state of the US consumer as airlines express concern about outlooks. Veda Partners' Henrietta Trezy talks about rec...
Mar 17, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 18th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about why she lowered her S&P call and talks about her outlook for US equities. Calvasina says the new estimate takes into account a drop in the US GDP target by the brokerage’s economics team. Still, the target represents a ~10% upside from the S&P 5...
Mar 17, 2025•50 min
