Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 12th, 2025 Featuring: 1) Geoffrey Yu, Senior Strategist: EMEA at BNY, talks about the market reaction to the US-China trade agreement and why the worst-case scenarios for markets are now a thing of the past. Investors rushed back into US assets, powering a 3% surge in S&P 500 futures, after China and the US agreed to cut tariffs and de-escalate their trade wa...
May 12, 2025•45 min
- Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House - Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head: Technology at Wedbush Securities Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House, joins for a discussion on the US_UK trade deal and other potential trade agreements. Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth, d...
May 09, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 9th, 2025 Featuring: 1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome of the weekend trade talks between China and the US, as the Trump administration is considering a significant tariff reduction in talks with Chi...
May 09, 2025•31 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 Professor Richard Portes. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 08, 2025•4 min
- Nouriel Roubini, Professor Emeritus of Economics at NYU - Esther George, former President of the Federal Reserve Bank of Kansas City - Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management - Claudia Sahm, Chief Economist at New Century Advisors Nouriel Roubini, Professor Emeritus of Economics at NYU, reacts to yesterday's Fed decision and explains why he believes the US economy could soon thrive. Esther George, former President of the Federal Reserve Bank of Kansas C...
May 08, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 8th, 2025 Featuring: 1) Nouriel Roubini, Professor Emeritus of Economics at NYU and chairman of Roubini Global Economics, joins to discuss the Fed decision and a recent op-ed on why he believes the US economy will survive the Trump shock and thrive. It comes as Fed Chair Jay Powell says he won't lower borrowing costs until there's more certainty on the direction ...
May 08, 2025•37 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 Chair Jerome Powell said officials are not in a hurry to adjust interest rates, adding tariffs could lead to higher inflation and unemployment. “If the large increases in tariffs that have been announced or sustained, they’re likely to generate a rise in inflation...
May 07, 2025•28 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 Green & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 07, 2025•5 min
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Priya Misra, Portfolio Manager at JPMorgan Asset Management - Keith Lerner, Co-CIO at Truist - Tom Porcelli, Chief US Economist at PGIM Fixed Income Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade deals. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signa...
May 07, 2025•36 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 7th, 2025 Featuring: 1) Mike Green, Chief Strategist at Simplify Asset Management, joins for an extended discussion on the outlook for equities, what's behind the jobs report figures, the "ETF-ification" of the market, and talks about why he believes the "obsession" with inflation is overblown. US stock futures rose and the dollar gained as China and the US prepa...
May 07, 2025•40 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Torsten Slok & Jeffrey Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 06, 2025•5 min
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - French Hill, Republican US House Representative: Arkansas - Jonathan Pingle, Chief US Economist at UBS - Jason Bazinet, Global Head: EMT Sector at Citi Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss how equities are faring ahead of this week's Fed decision and how Chair Jay Powell's comments could shape the direction of the market. French Hill, Republican US House Representative: Arkansas, talks about his ...
May 06, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 6th, 2025 Featuring: 1) Torsten Slok, Chief Economist at Apollo, joins for an extended discussion on tariffs, the outlook for the US economy, a potential recession in 2025, and this week's Fed meeting. Global stocks fell today due to concerns about the trade war's impact on companies and the world economy. Recent optimism fueled by US trade concessions is fading,...
May 06, 2025•49 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ian Lyngen & Robert Schiffman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 05, 2025•4 min
- James Bullard, Dean of the Purdue Business School and former St. Louis Fed President - Chris Harvey, Head: Equity Strategy at Wells Fargo - Kate Kalutkiewicz, Senior Managing Director at McLarty Associates - Erin McLaughlin, Senior Economist at The Conference Board James Bullard, the Dean of the Purdue Business School and former President of the Federal Reserve Bank of St. Louis previews this week's Fed decision and discusses the outlook for interest rates amid tariff uncertainty. Chris Harvey...
May 05, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 5th, 2025 Featuring: 1) Ian Lyngen, Head: US Rates Strategy at BMO Capital Market, talks about the 10-year outlook and if Treasury Secretary Bessent's sub-4% target is in the cards following last week's inflation reading. President Trump seized on strong job growth to pressure Fed Chair Jay Powell to cut interest rates, but bond traders concluded the opposite, di...
May 05, 2025•32 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Adam Posen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 02, 2025•6 min
- Stephen Miran, Chairman of the White House Council of Economic Advisers - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Ed Mills, Washington Policy Analyst at Raymond James Stephen Miran, Chairman of the White House Council of Economic Advisers, joins to discuss how the White House is reacting to the April jobs report. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and S...
May 02, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 2nd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the April jobs figures. The S&P 500 has notched eight consecutive days of gains, its longest...
May 02, 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 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
