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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 Nancy Lazar & Doug Irwin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Jean Boivin, Global Head: Research at BlackRock Investment Institute - Ed Mills, Washington Policy Analyst at Raymond James - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld - Nancy Lazar, Chief Global Economist at Piper Sandler Jean Boivin, Global Head: Research at BlackRock Investment Institute, talks about how markets are pricing in President Trump firming his tariff deadline and what clarity means for investors. Ed Mills, Washington Policy Analyst at Raymond James, joins to d...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 9th, 2025 Featuring: 1) Nancy Lazar, Chief Global Strategist at Piper Sandler, joins to talk about the lack of job growth in the private sector and whether we could see an economic boom from a tax cut-tariff policy. Investors will parse minutes of the Federal Reserve’s June policy meeting for indications on whether officials are closer to lowering interest rates...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni & Brad Case. 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 - Rob Casey, Partner and Senior Analyst at Signum Global Advisors - Sarah Bianchi, Senior Managing Director at Evercore ISI - Cathie Wood, CEO at Ark Investment Management Amanda Lynam, Head: Macro Credit Research at BlackRock, joins to discuss bond market signals, credit spreads, and what market and economic activity is catching the attention of corporate credit investors. Rob Casey, Partner and Senior Analyst at Signum Global Advisors, d...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 8th, 2025 Featuring: 1) Ed Yardeni, President at Yardeni Research, joins for an extended discussion about the US equity rally and his updated S&P target amid tariff concerns. Tuesday’s steadiness in stocks reflects traders’ belief in a familiar pattern of US President Donald Trump escalating his trade war only to later de-escalate, betting that any eventual ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kathy Bostjancic & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Katy Kaminski, Chief Research Strategist at Alphasimplex - Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates - Dan Ives, Global Head: Technology at Wedbush Securities - Ben Laidler, Head: Equity Strategy at Bradesco Securities Katy Kaminski, Chief Research Strategist at Alphasimplex, joins for a discussion on the outlook for equities in the US as President Trump's tariff deadline is set to expire. Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mcla...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 7th, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses her cautious S&P outlook as political and market uncertainty remain front and center. Stocks retreated at the start of the week as US trading partners rushed to finalize trade deals with the Trump administration ahead of a July 9 tariff deadline. 2) Henrietta...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sarah Wolfe & Rebecca Patterson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - George Saravelos, Global Head: FX Strategy at Deutsche Bank - Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income George Saravelos, Global Head: FX Strategy at Deutsche Bank, discusses the path of the dollar and if it will continue to weaken. Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income, discusses ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 3rd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, brings us into the June jobs report and talks about the health of the labor market. Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley and Kristina Campmany, Senior Portfolio Manager at Invesco, also offer their analysis of the jobs numbers....
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Maya MacGuineas & Matthew Winkler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Kevin McCarthy, former Speaker of the US House of Representatives - Jeetu Patel, Chief Product Officer at Cisco - Wei Li, Global Chief Investment Strategist at BlackRock - Joe Lavorgna, Counselor to Secretary at the Treasury Department Kevin McCarthy, former Speaker of the US House of Representatives, joins to discuss President Trump's signature tax bill heading back to the House and what challenges current Speaker Mike Johnson faces and he aims for Republican solidarity in passing the bill. J...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 2nd, 2025 Featuring: 1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about market uncertainty and the underappreciated upside risk to equities. US equity futures held firm ahead of the June payrolls report and trade talks developments. Markets await the monthly payrolls report, which will offer fresh insight into the labor...
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 & Brad Bechtel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Henrietta Treyz, co-founder at Veda Partners - Blerina Uruci, Chief US Economist at T. Rowe Price - Collin Martin, Fixed Income Strategist at Charles Schwab Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to discuss the sustainability of the equity rally and his S&P 500 target. Henrietta Treyz, co-founder at Veda Partners, talks about the latest on tax bill deliberations in the Se...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 1st, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the outlook for yields and why there could be more bond investment in 2025. The 10-year Treasury yield declined four basis points to 4.19% in the early morning as investors increased wagers on the scale of potential Federal Reserve interest ra...
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 & Heather Boushey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Esther George, former President of the Federal Reserve Bank of Kansas City - Terry Haines, founder at Pangaea Policy - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld - Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management Esther George, former President of the Federal Reserve Bank of Kansas City, joins to offer her outlook for the economy and this week's critical jobs report. Terry Haines, founder at Pangaea Policy, talks about Senate deliberati...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 30th, 2025 Featuring: 1) Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, joins to talk about his quarterly fixed income outlook and the bond market's warning shot. Investors will also turn to upcoming economic data, including the monthly payrolls report due Thursday, to assess the strength of the economy and the outlook for rat...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Troy Gayeski & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Chris Wright, US Secretary: Energy - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Marissa Adams, Head: Global Trade Solutions at HSBC - Alejandra Grindal, Chief Economist at Ned Davis Research Chris Wright, US Secretary: Energy, joins to discuss the outlook for energy and oil following the US' intervention into the Israel-Iran conflict. Tobin Marcus, Head: Policy & Politics at Wolfe Research, discusses the latest on the US tax bill going through Congress. Marissa Adams, He...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025 Featuring: 1) Neil Dutta, Head of US Economic Research at Renaissance Macro, reacts to PCE and breaks down the latest economic data. Stocks gained in early trading as the US moved closer to trade deals with China and other major trading partners, with expectations rising for Federal Reserve interest-rate cuts this year. 2) Monica Guerra, Executive Dir...
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...
