Watch 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 thi...
Apr 04, 2025•55 min
Tom 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.
Apr 03, 2025•4 min
- 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...
Apr 03, 2025•40 min
Watch 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 ...
Apr 03, 2025•52 min
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 ma...
Apr 03, 2025•22 min
Tom 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.
Apr 02, 2025•4 min
- 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 terr...
Apr 02, 2025•29 min
Watch 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-found...
Apr 02, 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 Clarida & Michael Nathanson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Apr 01, 2025•5 min
- 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 ...
Apr 01, 2025•27 min
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 esti...
Apr 01, 2025•50 min
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....
Mar 31, 2025•7 min
Tom 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.
Mar 31, 2025•5 min
- 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
