Single Best Idea with Tom Keene: Jay Bryson & David Rosenberg

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 29th, 2025Featuring:1) Sarah Wolfe, Senior Economist with Morgan Stanley, Yelena Shulyateva, Senior Economist at The Conference Board, and Michael McKee, International Economics & Policy correspondent for Bloomberg News, react to PCE and discuss the outlook for inflation, labor, and rate cuts in the US. Stocks retreated as traders cut risk before the release of the US inflation data that is testing expectations on how quickly the Federal Reserve can reduce interest rates.2) Meera Chandan, Co-Head: FX Strategy Team at JPMorgan, joins for an extended discussion on Fed independence, dollar weakness ahead of key economic data points this week and next, and turmoil in France this week.3) Frances Donald, Chief Economist at RBC, brings us into the market open and talks about labor weakness and inflation and how the US labor market could rapidly deteriorate. It comes as Federal Reserve Governor Christopher Waller called for lower interest rates, saying he would support a reduction in September and anticipates additional cuts over the next three to six months, with the pace driven by incoming data.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ piece on higher prices coming to household staples and a Business Insider piece on Naomi Osaka's big Labubu bling.See omnystudio.com/listener for privacy information.

29 Elo 45min

- Gita Gopinath, Deputy Managing Director at the IMF- Stuart Kaiser, Head: US Equity Trading at Citi- Dan Ives, Global Head: Technology at Wedbush Securities- Nela Richardson, Chief Economist at ADP Gita Gopinath, Deputy Managing Director at the IMF, joins to discuss leaving the IMF, her role at the IMF and her outlook for global economies, and ahead of her new role as John Zwaanstra Professor of International Studies and of Economics at Harvard University. Stuart Kaiser, Head: US Equity Trading at Citi, discusses his S&P outlook and talks about how markets are pricing in Nvidia earnings and headline risk. Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and talks about the bull case for tech, AI, and Nvidia. Nela Richardson, Chief Economist at ADP, discusses jobless claims and the outlook for the US labor market and US economy.See omnystudio.com/listener for privacy information.

28 Elo 36min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 28th, 2025Featuring:1) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. Analysts are staying bullish on Nvidia, boosting price targets after its results, citing the chip giant's longer-term prospects. At least 10 firms hiked their 12-month price targets, raising the average by 3% to $202.60, according to data compiled by Bloomberg. Wall Street remains overwhelmingly bullish on the stock, with 72 buy-equivalent ratings, and only seven analysts have a hold rating and the stock has a sole sell rating.2) Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, joins for an extended discussion on private markets. Stocks shook off an initial drag from Nvidia’s sales outlook missing lofty expectations, indicating that momentum behind the record-breaking rally remains intact.3) John Mowrey, CIO at NFJ, joins for a discussion finding value in markets beyond Nvidia and the big tech names, and discusses concerns about inflation and the US labor market. Investors will turn their focus to next month’s Federal Reserve interest rate decision and data releases, including initial jobless claims data and revised second-quarter gross domestic product figures due later Thursday.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on AI-skilled 20-something's making hundreds of thousands a year and an NYT story on chicken nuggets possibly being wiped from cafeteria menus in NYC public schools.See omnystudio.com/listener for privacy information.

28 Elo 36min

Featuring: Eswar Prasad, Cornell University professor on Fed independence Kate Kalutkiewicz, Trade Practice Lead, McLarty Associates on TariffsMarc Short, Former Chief of Staff to Vice President Mike Pence on the White HouseSee omnystudio.com/listener for privacy information.

28 Elo 19min

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

27 Elo 4min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 27th, 2025Featuring:1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenzi, Executive Vice President at PIMCOSee omnystudio.com/listener for privacy information.

27 Elo 32min

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

26 Elo 4min

- Lael Brainard, former Fed Vice Chair- Torsten Slok, Chief Economist at Apollo- Scott Lincicome, VP: General Economics at Cato Institute- Bill Dudley, former NY Fed President and Bloomberg Opinion columnist Lael Brainard, former Fed Vice Chair, joins to discuss the possible ouster of Fed governor Lisa Cook. Torsten Slok, Chief Economist at Apollo, breaks down recent economic data and risks to the US economy, as well as Fed independence in the wake of President Trump moving to fire Fed governor Lisa Cook. Scott Lincicome, VP: General Economics at Cato Institute, discusses the legal fight between Fed governor Lisa Cook and the Trump administration. Bill Dudley, former NY Fed President and Bloomberg Opinion columnist, talks about Fed independence and how possibly losing it could impact markets.See omnystudio.com/listener for privacy information.

26 Elo 30min