Emons: German negative yield will head lower

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

25 Syys 4min

- Stephen Miran, Member: Federal Reserve Board of Governors - Chris Hyzy, Chief Investment Officer at Bank of America - Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London - Heidi Crebo-Rediker, CEO at International Capital Strategies Federal Reserve Governor Stephen Miran joins for an extended discussion on the Fed, the US economic outlook, and rate cuts in 2025 and into next year. Heidi Crebo-Rediker, CEO at International Capital Strategies, talks about headlines from the UN and US politics. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London, disucsses his global market outlook. Chris Hyzy, Chief Investment Officer at Bank of America, reacts to GDP and all of today’s eco data.See omnystudio.com/listener for privacy information.

25 Syys 33min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 25th, 2025Featuring:1) Marta Norton, Chief Investment Strategist at Empower, Jordan Rochester, Head: FICC Macro Strategy at Mizuho EMEA, and David Katz, President and CIO of Matrix Asset Advisors, react to GDP and today's eco data and discuss the US economic outlook.2) Win Thin, Chief Economist at Bank of Nassau, joins for an extended discussion on US growth concerns, splits across the Fed, and whether there's contagion risk from Argentina. US equities remained on the back foot after two days of losses as traders waited for new drivers to guide the market’s next move.3) Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins to discuss the war in Gaza. US envoy Steve Witkoff predicted a breakthrough in the Israel-Hamas conflict in the coming days after President Trump presented a plan to regional leaders.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on the billion-dollar quest to live beyond 100, and a Business Insider story on Costco getting a traffic boost from opening early for executive members.See omnystudio.com/listener for privacy information.

25 Syys 38min

Rick Wurster, President and CEO at Charles Schwab Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management Peter Tchir, Head of Macro Strategy at Academy Securities Nathan Sheets, Chief Global Economist at CitiRick Wurster, President and CEO at Charles Schwab, shares his thoughts on bank strategy, outlook, and the broader economic environment. Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management, discusses equities and asset allocation. Peter Tchir, Head of Macro Strategy at Academy Securities, folds national security headlines into investing strategies. Nathan Sheets, Chief Global Economist at Citi, offers his outlook for the US economy. See omnystudio.com/listener for privacy information.

24 Syys 33min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 24th, 2025Featuring:1) Admiral Michael Mullen, 17th Chairman of the Joint Chiefs of Staff, talks about rising global geopolitical tensions and what we've learned so far at UNGA2) Anne Finucane, Rubicon Carbon Chairwoman, Former Bank of America Vice Chair, joins to talk about transition finance, capital allocation, and the global economic outlook3) Anne Black, Managing Director JP Morgan Wealth Management, discusses client feedback within the private wealth space and positioning amid Fed easing4) Henry Fernandez, MSCI Chairman & CEO, on index rebalancing and the global equity outlook and index flowsSee omnystudio.com/listener for privacy information.

24 Syys 35min

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

23 Syys 3min

- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab- Wally Adeyemo, Former Deputy Secretary at US Treasury- Kristen Bitterly, Head: Wealth At Work at Citi- Stephen Stanley, Chief Economist at Santander Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talk about the outlook for equities and risks in markets. Wally Adeyemo, Former Deputy Secretary at US Treasury, discusses federal spending and federal economic priorities. Kristen Bitterly, Head: Wealth At Work at Citi, on asset allocation and the outlook for broader markets. Stephen Stanley, Chief Economist at Santander, talks about recent eco data and the direction of the US economy.See omnystudio.com/listener for privacy information.

23 Syys 31min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025Featuring:1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand amid geopolitical upheaval.2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about equity risks and staying in the market. Investors are awaiting fresh Fed signals ahead of a speech by Chair Jerome Powell as earnings season looms as the next big test for stocks.3) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital Management, discusses complacent markets and fiscal fears in the bond market.4) Margaret Franklin, CEO at the CFA Institute, joins to talk about impact of AI on CFA and sustainability goals amid climate week.See omnystudio.com/listener for privacy information.

23 Syys 30min