Bloomberg Surveillance

- Max Kettner, Chief Multi-Asset Strategist at HSBC- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Mohamed El-Erian, President at Queens' College, CambridgeMax Kettner of HSBC discusses whether equities will be able to weather unclear tariff policy or if there will be a continued slide. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about struggling airliners. David Kelly with JPMorgan Asset Management and Mohamed El-Erian, President at Queens' College, Cambridge and Bloomberg Opinion columnist, react to CPI.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 12th, 2025Featuring:1) Mark Zandi, Chief Economist at Moody's, Adam Posen, President of the Petersen Institute for International Economics, and Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, react to today's CPI reading and discuss how inflation and tariffs could continue to impact markets. 2) David Sowerby, Portfolio Manager at Ancora Advisors, offers his outlook on equities and the S&P 500 and whether markets will soon see a rebound. Goldman Sachs strategists lowered their year-end target for the S&P 500 Index to 6,200 from 6,500, citing reduced GDP growth forecasts and higher uncertainty. Goldman joins other banks in expressing concerns over economic growth amid geopolitical uncertainties, and recommends owning stocks insulated from market volatility or trading at discounted valuations.3) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and discusses the importance of staying steadfast amid headline risks. Market forecasters at banks including JPMorgan Chase & Co., Goldman Sachs, and RBC Capital Markets have tempered bullish calls for 2025 amid a US-led trade war.4) Leland Miller, CEO at China Beige Book, talks about how tariffs are affecting markets and why it's important to closely follow tariffs on China. President Donald Trump's 25% tariffs on steel and aluminum imports took effect, triggering an immediate response from the European Union and sparking a new phase in the global trade war. The tariffs apply worldwide, with effects on economic rivals and close US allies, and have sparked reactions from countries including China, the UK, and Australia, with the EU launching "swift and proportionate countermeasures" on US imports.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Cam Dawson & Ned Lamont. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Brian Levitt, Global Market Strategist at Invesco- Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management- Holly O'Neill, President: Retail Banking at Bank of America- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management Brian Levitt of Invesco discusses whether the market could spiral into deeper losses given growing policy and economic uncertainty. Kelsey Berro with JPMorgan Investment Management talks about investing risks and how to position in a blurry eco environment. Bank of America's President of Retail Banking Holly O'Neill talks about the health of the US consumer amid concerns about higher income spenders slowing down. Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, discusses signals from the bond market about US economic concerns.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 11th, 2025Featuring:1) Connecticut Governor Ned Lamont joins for an extended discussion US politics, working with the Trump administration, managing his state, and the future of the Democratic party. It comes as House Republicans have announced a spending bill to keep government agencies open through September 30, which may lead to a confrontation with Democrats and potentially a government shutdown.2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, brings us into the market open and discusses whether now is a buying opportunity for equities. President Trump's tariff proposals are causing market turmoil and recession risks, and his team is under pressure to act fast to pass a tax bill and provide an economic boost. Investors remain cautious due to concerns about the American economy, tariffs, and government spending cuts.3) Stephanie Roth, Chief Economist at Wolfe Research, talks about why she's changing her eco outlook call for 2025. A global stocks selloff eased as US equity futures signaled modest gains on Wall Street. President Trump’s team is starting to warn of short-term pain as they pursue a drastic overhaul of trade and public spending.4) Lee Klaskow, Senior Transports & Logistics Analyst at Bloomberg Intelligence, joins for a discussion on tariffs and how a brief "disturbance" is bad for freight. President Trump's tariff policies have been marked by reversals and faulty rollouts, causing confusion among US trading partners and businesses.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Derek DeCloet. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Veronica Clark, US Economist at Citi- Kelly Ann Shaw, Partner at Hogan Lovells- Barbara Reinhard, CIO: Multi Asset Strategist at Voya Investment Management- Neil Dutta, Head: US Economic Research at Renaissance Macro Research Veronica Clark with Citi breaks down the latest eco data from Friday and talks about growing economic uncertainty as President Trump's tariff policy takes shape. Kelly Ann Shaw, Partner at Hogan Lovells and former Deputy Assistant to the President for International Economic Affairs, discusses the renewed thinking on US trade policy from the Trump administration. Barbara Reinhard with Voya Investment Management talks about defensive investing in an increasingly unclear economic and policy environment. Neil Dutta, Head: US Economic Research at Renaissance Macro Research, discusses why he thinks the US economy may be poised to slow.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 10th, 2025Featuring:1) Lindsey Piegza, Chief Economist at Stifel, reacts to Friday's jobs figures, previews CPI, and talks about how tariffs could affect US growth. President Donald Trump’s protectionist policies and cuts to the federal workforce have dented confidence in US economic outperformance. Trump said at the weekend the US economy faces “a period of transition,” while Treasury Secretary Scott Bessent earlier warned of disruption to growth.2) Henrietta Treyz, co-founder at Veda Partners, joins to talk about a potential government shutdown and more tariff talk on deck from President Trump. House Republicans announced a spending bill to keep government agencies open through September 30, which may lead to a confrontation with Democrats and potentially a government shutdown. The bill's passage is uncertain, with some Republicans and Democrats expressing concerns about various aspects of the bill.3) Derek DeCloet, Managing Editor with Bloomberg News, on Mark Carney succeeding Justin Trudeau and the latest on US-Canada relations. Carney has won the race to become Canada's next prime minister, taking over from Justin Trudeau, amidst economic uncertainty due to US President Donald Trump's trade policies. Carney, a former central banker, has pledged to protect Canada's economy and sovereignty, promising to keep retaliatory tariffs on US goods until the US shows respect and makes credible commitments to free and fair trade.4) Kristen Bitterly, Head: Wealth at Work at Citi, discusses why it's important for investors to remain constructive at this time. It comes as strategists across several firms including Morgan Stanley, JPMorgan, and RBC have also tempered their bullish S&P calls for 2025.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including older Americans turning to Blue Collar jobs, big Costco TVs, and high prices for a French classic.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Priya Misra & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Mohamed El-Erian, President at Queens' College, Cambridge- Stephanie Roth, Chief US Economist at Wolfe Research- Kathy Jones, Chief Fixed Income Investment Strategist at Charles Schwab- Elsa Lignos, Global Head: FX Strategy at RBC- Frances Donald, Chief Economist at RBC We get reaction to Friday's critical February jobs report with Mohamed El-Erian of Queens' College Cambridge and Bloomberg Opinion, Stephanie Roth of Wolfe Research, and Charles Schwab's Kathy Jones. Elsa Lignos of RBC joins for a look at currency moves after a week of US tariff uncertainty. Frances Donald, Chief Economist at RBC, discusses concern over slowing US growth and the potential for more inflation.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 7th, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, offer their reaction to the February US Jobs Report. Concerns over US growth, rising inflation, and uncertain tariff policy from the Trump administration have made this month's jobs report a critical data point for traders. All of the uncertainty has put the S&P 500 on track for its worst drop since September.2) Gina Martin Adams, Chief US Equity Strategist with Bloomberg Intelligence, discusses the equity reaction to the February jobs figures. The rapid tariff rollout has been driven by Trump administration and President Donald Trump himself has led to market volatility, with US equities taking a beating and consumer confidence eroding, posing political risks for the president and increasing overall market risks.3) Anna Wong, Chief US economist at Bloomberg Economics, on her lower-than-consensus jobs call and why the labor market might be weakening or strengthening. Today's report offers clues on whether the Trump administration-led trade war and government job cuts are hitting jobs and making a case for the Federal Reserve to resume interest-rate cuts.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including the US scouring the globe for egg supplies, NCAA March Madness, and Meghan Markle's one pot pasta technique.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katharine Neiss & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Jane Foley, Head of FX Strategy at RaboBank- Max Kettner, Chief Multi-Asset Strategist at HSBC- Jason Furman, Professor at Harvard University- Constance Hunter, Chief Economist at EIU Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his view on President Trump's tariff strategy and whether or not it's anti-growth. Constance Hunter, Chief Economist at EIU, discusses the impact of tariffs on the US economy and looks ahead to tomorrow's jobs report.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 6th, 2025Featuring:1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, on why he remains constructive on the economy and investment environment despite so much policy uncertainty in DC. Markets are focused on the global bond rout and economic fallout from the brewing Trump-led trade war, with bond investors waiting for the European Central Bank's meeting and interest rate decision.2) Katharine Neiss, Chief European Economist, PGIM Fixed Income, reacts to the ECB decision and talks German spending and the global bond selloff. The rout in German bonds affected global debt markets, with yields surging in Japan, Australia, New Zealand, Italy, and the UK. German bond declines were triggered by the nation's plans for defense and infrastructure investments.3) Monica Defend, Head of Amundi Investment Institute, offers her take on German spending and talks about how tariffs could reshape investing in Europe. European leaders are moving swiftly to mobilize additional defense funds to counter the threat of aggression from Moscow as US support for Ukraine remains highly uncertain.4) Henrietta Treyz, co-founder at Veda Partners, discusses the Federal budget, tariffs, DOGE, and the 3/14 government funding deadline. House Democrats have signaled they’re wary of voting for a “clean” stopgap bill, given the Trump administration’s blockage of federal funding.5) Lisa Mateo joins for a look at newspaper headlines making news around the US. She talks about how the 401K has become Americans rainy day fund, the Rock becoming Hollywood's highest paid actor again, and parents in tech telling their kids to pursue the arts instead.See omnystudio.com/listener for privacy information.

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 & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- US Commerce Secretary Howard Lutnick- Bob Michele, CIO: Fixed Income at JPMorgan Asset Management- George Saravelos, Global Head: FX Research at Deutsche Bank- Monica Guerra, Head of US Policy at Morgan Stanley US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff and trade policies. Bob Michele of JPMorgan Asset Management discusses how the bond market is weighing the risks of the US-led trade war. Monica Guerra of Morgan Stanley outlines how traders should position themselves for the specifics of President Trump's tariff strategy. George Saravelos, Global Head: FX Research at Deutsche Bank, talks about his research notes outlining the FX impact of tariffs.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 5th, 2025Featuring:1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on bonds and fixed income, and warning signals following the implementation of President Trump's tariffs. The dollar fell to a three-month low due to concerns about the negative impact of US tariffs on the economy, with losses particularly stark against the euro. The dollar's downward trend is fueled by concerns that a global trade war - prompted by Trump's tariffs - will weigh on economic growth.2) Terry Haines, founder at Pangaea Policy, reacts to President Trump's address to Congress and how it could ripple through markets. President Trump defended his tariff plan, saying it would raise "trillions and trillions" in revenue and rebalance trading relationships, despite acknowledging potential economic pain.3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins for an extended discussion on whether it's time to stay in the market or rotate out of equities. Recent eco data showed that manufacturers are struggling with price pressures and uncertainty regarding tariffs and signaled a potential for a slowdown in US growth.4) Regina Mayor, Global Head of Clients & Markets at KPMG, joins to talk about the potential for rising energy prices in the US and abroad and whether they could be lowered from the Trump administration's energy policies. President Trump's tariffs on imported goods from top trading partners are likely to increase the cost of home heat pumps, battery storage systems, and electric cars in the US.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Abby Joseph Cohen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI- Ed Mills, Washington Policy Analyst at Raymond James- Everett Eissenstat, Former Deputy Director for the National Economic Council- Kit Juckes, Chief FX Strategist at Societe GeneraleJulian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Trump's economic and trade policies. Eerett Eissenstat, Former Deputy Director for the National Economic Council, talks about how tariffs could affect the US and global economies and whether President Trump could change course. Kit Juckes at Societe Generale talks about currency moves amid a US-led trade war.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 4th, 2025Featuring:1) Brendan Murray, Bloomberg News Trade Tsar, joins to discuss the economic fallout of the US-led trade war. President Donald Trump imposed 25% tariffs on most Canadian and Mexican imports and raised the charge on China to 20%, affecting roughly $1.5 trillion in annual imports. Canada and China have retaliated with their own tariffs as Mexico weighs what it's next move will be.2) Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management, discusses why she believes it's time to buy equities and why European fundamentals look positive. Stocks in Europe retreated due to concerns over potential US tariffs, with investors watching for hints on future trade steps in President Trump's address to Congress today, as well as China's response to US tariffs.3) Abby Joseph Cohen, professor at Columbia Business School, joins for an extended discussion on the economic policies of a second Trump administration and the risks of cutting government research funding. New levies mark President Trump’s biggest push to remake global trade, and the Department of Government Efficiency (DOGE) is reshaping government spending with unclear economic consequences.4) Jean Boivin, Head of the BlackRock Investment Institute, talks about how his group is navigating market and geopolitical uncertainties amid a market selloff. It comes with the US yield curve steepening as President Trump's tariff threats came to fruition.5) Lisa Mateo breaks down the latest headlines in newspapers across the US, including what could get more expensive under Trump tariffs, vendors advertising tariff-free products, and Chipotle announcing it'll foot the bill on tariff hikes.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Peter Trubowitz & David Bahnsen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Mohamed El-Erian, President at Queens' College, Cambridge- Tobin Marcus, Head: Policy & Politics at Wolfe Research- Liz Young Thomas, Head of Investment Strategy at SoFi- Steve Ricchiuto, Chief US Economist at MizuhoMohamed El-Erian, President at Queens' College, Cambridge, discusses slowing US growth as President Trump readies to place tariffs on key allies and China. Tobin Marcus of Wolfe Research talks about reciprocal tariffs and what levies could actually look like. SoFi's Liz Young Thomas discusses how equities will fare amid slowing growth along with tariff and inflation fears. Steve Ricchiuto, Chief US Economist at Mizuho, discusses how policy could ripple through markets and previews upcoming eco data.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 3rd, 2025Today's Podcast Features:1) Peter Trubowitz, professor at London School of Economics, joins for an extended discussion on tariffs and geopolitics. It comes as President Donald Trump is planning to impose new tariffs on Canada and Mexico, as well as doubling a levy on China, which would apply to roughly $1.5 trillion in annual imports. 2) Jack Devine, founder and Chairman at the Arkin Group, joins to discuss Friday's Oval Office meltdown and what's ahead for the US Trans Atlantic alliance. Ukrainian President Volodymyr Zelenskiy says he is willing to meet with President Trump again if invited. Zelenskiy signaled that Ukraine is ready to accept a natural resources deal with the US, and European leaders are trying to mend the break between the US and Ukraine.3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins to discuss the outlook for equities amid uncertain US growth and incoming tariffs. Markets are bracing for a looming March 4 tariff deadline, with potential levies of 25% on Canada and Mexico and an additional 10% on China.4) Lisa Mateo breaks down the latest headlines in newspapers across the US, including Oscars Backlash, the Yankees' decision to lift its beard ban, and a rare coffee bean that could impact climate issues.See omnystudio.com/listener for privacy information.

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 & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Steven Major, Global Head: FI Research at HSBC- Kelly Ann Shaw, Former Deputy NEC Director- Andrew Hollenhorst, Chief US Economist at Citi- Michael Kushma, CIO: Fixed Income at Morgan Stanley Investment ManagementSteven Major, Global Head: FI Research at HSBC, discusses signals from the bond market on outlook for the US and global economies. Kelly Ann Shaw, Former Deputy NEC Director, discusses President Trump's trade proposals. Citi's Andrew Hollenhorst and Michael Kushma of Morgan Stanley Investment Management react to the latest PCE data.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 28th, 2025Featuring: Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Frances Donald, Chief Economist at RBC, react to PCE and discuss the outlook for US economic growth Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, on USD strength and his note on the Japan cyclical story Mick Mulroy, co-founder at the Lobo Institute, on Ukrainian President Volodymyr Zelenskiy visiting President Trump at the White House Lisa Mateo on newspapers Eric MolloSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gil Luria & Caroline Hyde. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Christopher Verrone, Head: Technical & Macro Strategy at Strategas Securities- Torsten Slok, Chief Economist at Apollo- Bankim Chadha, Chief US Equity & Global Strategist at Deutsche Bank- Lauren Saidel-Baker, Economist at ITR Christopher Verrone is Strategas discusses inflation in the US and whether the economy could soon experience a slowdown. Apollo's Torsten Slok talks about his views on rate cuts in 2025 and where the Fed stands as it looks to continue bringing down inflation. Deutsche Bank Chie US Equity Strategist Bankim Chadha discusses recent moves in equities and whether the rally will sustain through 2025. Lauren Saidel Baker, Economist at ITR, on today's jobless claims data and the outlook for the US economy.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025Featuring: Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor market and See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Greenfield & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Yelena Shulyatyeva, Senior US Economist at The Conference Board- Brian Gardner, Chief Washington Policy Strategist at Stifel- Ted Maloney, CEO at MFS Investment Management- Meghan Robson, Head: US Credit Strategy at BNP ParibasYelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Management, discusses his view on the US economy and where investors are putting their money. BNP Paribas' Meghan Robson talks about signals from the bond market and investment opportunities in credit.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 26th, 2025Featuring: Jim Bianco, president at Bianco Research, joins to discuss the "Mar-A-Lago Accord" that's making waves in financial media, as well as his outlook for rates and the US economy Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the latest market drawdown and consumer and investor expectations, and how Nvidia earnings could change that Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, offers an extended preview of Nvidia earnings Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Sharon Bell, Senior European Equity Strategist at Goldman Sachs- Jon Lieber, Managing Director at Eurasia Group- Dan Ives, Global Head of Technology Research at Wedbush Securities- Neil Dutta, Partner at Renaissance Macro Research Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at Wedbush Securities offers a preview of Nvidia earnings on Wednesday. Neil Dutta, Partner at Renaissance Macro Research, reacts to recent eco data and offers his outlook for the US economy.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 25th, 2025Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency" Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new world order Calvin Tse, Head of Macro Strategy, Americas at BNP Paribas, talks about inflationary tariffs and a flatter US yield curve Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & James Steel Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Amos Hochstein, Former White House Senior Advisor to the President-Nela Richardson, Chief Economist & ESG Officer, ADP-Ed Mills, Raymond James policy analystSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 24th, 2025Featuring: Holger Schmieding, Chief Economist at Berenberg, on eco impact of German election Mike Wilson, Chief US Equity Strategist at Morgan Stanley Bob Doll, CIO at Crossmark Global Investments Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

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 & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Nadia Lovell, Senior Strategist - US Equity, UBS- Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management- Tiffany Wilding, Economist: North America at PIMCO Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite inflation. JPMorgan Asset Management's Kelsey Berro talks about signals from the bond market. Tiffany Wildling, PIMCO Economist, discusses recent eco data and offers her outlook on the labor market.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 21st, 2025Featuring: Robert Kaplan, Vice Chairman at Goldman Sachs and former President at Dallas Fed, joins for an extended discussion on inflation, the Fed, and the US economy Ellen Wald, Senior Fellow at the Atlantic Council, on energy volatility and prices amid uncertainty in Ukraine and other global conflicts Mark Gurman, Chief Correspondent: Apple & Tech with Bloomberg News, joins in studio for a discussion on Apple's new products and a broader look a the tech space, including Nvidia's key earnings next week Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

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 & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Scott Bessent, US Treasury Secretary- Gennadiy Goldberg, Head of US Rates Strategy at TD Securities- Claudia Sahm, Chief Economist at New Century AdvisorsUS Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century Advisors, reacts to jobless claims and offers her outlook on the US labor market.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 20th, 2025Featuring: Jason Furman, Professor of the Practice of Economic Policy at Harvard, discusses his Foreign Affairs column on the economic policy shortcomings of the Biden administration Libby Cantrill, Managing Director: Public Policy at PIMCO, on how a budget fight in Congress could impact markets as well as President Trump's recent policy proposals David Sowerby, Managing Director and PM at Ancora, offers his stock picks and talks about the sustainability of the equity rally Wendy Schiller, professor at Brown University, on the slew of political headlines this week and uncertainty surrounding America's Ukraine policy See omnystudio.com/listener for privacy information.

- Ed Mills, Managing Washington Policy Analyst at Raymond James- Subadra Rajappa, Head: US Rates Strategy at Societe Generale- Liz Young Thomas, Head: Investment Strategy at SoFi- Matthew Luzzetti, Chief US Economist at Deutsche BankEd Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and currency moves amid Trump policy proposals. Liz Young Thomas with SoFi offers her outlook for the equity markets. Deutsche Bank Chief US Economist Matt Luzzetti joins to discuss recent eco data and give his outlook for inflation.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Baker & Edward Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 19th, 2025Featuring: Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump admin Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, joins for an extended discussion on the banking sector and how big banks will perform in a second Trump term Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tobin Marcus & Michael McKee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Brian Levitt, Global Market Strategist at Invesco- Scott Chronert, Head:US Equity Strategy Research at Citi- Kevin Gordon, Senior Investment Strategist at Charles Scwhab- Nela Richardson, Chief Economist & ESG Officer at ADP Brian Levitt with Invesco and Scott Chronert of Citi discuss the outlook for equities in the US and abroad amid recent inflation data and geopolitical uncertainty. ADP's Nela Richardson breaks down the latest inflation data out of the US and talks about whether investors could see changes in the labor market in the coming months. Kevin Gordon, Senior Investment Strategist at Charles Scwhab, on recent eco data and what to expect from the Fed and its next meeting. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 18th, 2025Featuring: Callie Cox, Chief Market Strategist for Ritholtz Wealth Management, brings us into the market open and discusses the bull case for equities despite geopolitical and inflation risks mounting Marc Champion, Bloomberg Opinion columnist, discusses his piece on the end of the Trans Atlantic alliance as Ukraine talks get underway Tobin Marcus, Head: Policy at Wolfe Research, talks about the eventual impact of reciprocal tariffs and major cuts to spending potentially on the way from Congress Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.