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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Audrey Childe-Freeman & Tony Crescenzi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Jim Zelter, President at Apollo Global Management - Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo - Lauren Goodwin, Chief Market Strategist at New York Life Investment - Mary Daly, President of the San Francisco Federal Reserve Jim Zelter, President at Apollo Global Management, offers his outlook for the markets and US economy amid geopolitical and inflation uncertainty. Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo, joins to talk about the rate path in th...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025 Featuring: 1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are declining in the early hours on bets that US interest-rate cuts could come sooner than expected, following a report that President Trump may fast-trac...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sam Stovall & Alicia Levine. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley - Amrita Sen, Founder and Director of Research at Energy Aspects - Jon Lieber, Head: Research at Eurasia Group - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook for the US economy. Amrita Sen, Founder and Director of Research at Energy Aspects, talks about the possibility of an oil spike amid uncertainty surr...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 25th, 2025 Featuring: 1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss his outlook for equities and the economy in the second half of 2025. Fed Chair Jay Powell told lawmakers that if inflation pressures remain contained, the Fed will cut rates sooner rather than later, but didn't point to a particular meeting, and markets are telling Powel...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Gary Gensler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Torsten Slok, Chief Economist at Apollo Management - David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General - French Hill, Republican Congressman from Arkansas - Innes McFee, Chief Global Economist at Oxford Economics Torsten Slok, Chief Economist at Apollo Management, joins to discuss the potential for a slowing economy in 2025 and possibility of interest rate cuts. David Deptula, Geopolitical Intelligence Group Member at Academy Securities ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 24th, 2025 Featuring: 1) Gary Gensler, former SEC Chair and Professor of the Practice of Global Economics & Management at MIT, discusses his new text with Simon Johnson and others on the economic consequences of a second Trump administration as well as his experience in government as SEC Chair. It comes as Fed Chair Jay Powell is set to testify before Fed Ch...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Haass & Robert D. Kaplan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Norman Roule, Senior Adviser at the Center for Strategic & International Studies - Daan Struyven, Head: Commodity Research at Goldman Sachs - Mark Esper, former US Secretary of Defense - Danny Danon, Israel's Ambassador to the United Nations Norman Roule, Senior Adviser at the Center for Strategic & International Studies, discusses the US strikes on Iran and what's next for conflict in the Middle East. Daan Struyven, Head: Commodity Research at Goldman Sachs, offers his outlook for oil...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 23rd, 2025 Featuring: 1) Richard Haass, Senior Counselor with Centerview Partners & President Emeritus at Council on Foreign Relations, joins for a discussion on the Israel-Iran conflict. Iran vowed retaliation and continued attacks on Israel following US strikes on its nuclear facilities, fueling fears of a wider war in the Middle East and rattling global m...
American bombers struck Iran’s three main nuclear sites overnight, putting the US directly into Tehran’s war with Israel despite President Donald Trump’s longtime promises to avoid new conflicts. Addressing the nation late on Saturday in Washington, Trump said Iran’s “key nuclear enrichment facilities have been completely and totally obliterated.” He threatened “far greater” attacks if Iran doesn’t make peace, raising the specter of even deeper US involvement in a Middle Eastern war that began w...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney June 20th, 2025 Featuring: 1) Dan Williams, Bloomberg News reporter, on President Donald Trump signaling he would give diplomacy a chance before deciding whether to strike Iran, dialing back on recent comments that suggested military action could be imminent. 2) David Katz, President and CIO of Matrix Asset Advisors, on why he is hopeful there will be some clarity i...
Bloomberg's Tom Keene 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 left interest rates unchanged and continued to pencil in two rate cuts in 2025, saying uncertainty over the economic outlook was still high but had diminished. The Federal Open Market Committee voted unanimously on Wednesday to hold the benchmark federal funds rate in a range of 4.25%-4...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jack Devine & Michael Darda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Rafael Grossi, IAEA Director - Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock - Claudia Sahm, Chief Economist at New Century Advisors Rafael Grossi, IAEA Director, joins to discuss the outlook for global energy prices amid the escalating conflict between Israel and Iran. Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President, looks ahead to today's...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 18th, 2025 Featuring: 1) Jack Devine, founder at The Arkin Group, joins to discuss what US involvement in the Middle East conflict could look like and how US national security could weigh striking Iran. An overnight meeting between President Trump and his national security team has raised speculation that the US may join Israel's attacks against Iran. Trump has ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Hormats & Meredith Whitney. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Reza Pahlavi, Son of the Shah of Iran - Krishna Guha, Vice Chairman at Evercore ISI - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP - Pooja Sriram, VP:US Economics Research Reza Pahlavi, Son of the Shah of Iran, joins to discuss the growing conflict between Israel and Iran and whether the country will work with the US on a deal to stop the fighting. Krishna Guha, Vice Chairman at Evercore ISI, joins to preview this week's Fed meeting and discusses his outlook for the US eco...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 17th, 2025 Featuring: 1) Bob Hormats, Vice Chairman of Kissinger Associates, talks about the history of the G7 and the significance of President Trump leaving early today to deal with the conflict in the Middle East. President Trump left the G7 meeting in Canada early to deal with the Israel-Iran conflict, but downplayed the chances of a ceasefire. Despite Trump...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Campbell Harvey & Ed Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Amanda Lynam, Head: Macro Credit Research at BlackRock - Aaron David Miller, Senior Fellow for Carnegie Endowment for International Peace - Ellen Wald, Senior Fellow at the Atlantic Council - Steven Ricchiuto, Chief US Economist for Mizuho Amanda Lynam, Head: Macro Credit Research at BlackRock, joins for a discussion on the bond market, corporate credit spreads, and whether bonds are indicating a slowdown in the US economy. Aaron David Miller, Senior Fellow for Carnegie Endowment for Internati...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 16th, 2025 Featuring: 1) Ed Morse, Senior Advisor at Hartree Partners and former Head of Global Commodities at Citi, joins for an extended discussion on the outlook for global oil and commodities. The hostilities between Israel and Iran disrupted market momentum, but traders increasingly anticipate that the conflict will remain contained, leading to dip-buying o...
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 & Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Danny Danon, Israel's Ambassador to the United Nations - Robert Tipp, Chief Investment Strategist at PGIM Fixed Income - Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations - Jim Farley, President & CEO at Ford Motor Co. Danny Danon, Israel's Ambassador to the United Nations, discusses the latest developments in the Israeli airstrikes on Iran. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, joins to discuss the Treasury outlook after yesterday's auction a...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 13th, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, joins for a discussion on the reshaped geopolitical landscape after Israel's strike on Iran. The conflict could impact oil prices, with scenarios ranging from a moderate increase to $75 per barrel if Iran's oil facilities are attacked, to a more extreme scenario of $130 per barrel if the...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frances Donald & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management - Norman Roule, Senior Adviser at Center for Strategic & International Studies - Frances Donald, Chief Economist at RBC - Adam Posen, President at the Peterson Institute for International Economics Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to react to PPI and discusses signals from the bond market. Norman Roule, Senior Adviser at Center for Strategic & Internationa...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 12th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, joins for a discussion on CPI and the labor market and whether the Fed will be late to cut rates. The Federal Reserve is rewriting its strategy document to balance the lessons learned from low inflation before the pandemic and the painful high inflation that followed, aiming to maximize economic be...
