Can Consumers Drive Markets Higher?

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

22 Syys 4min

- Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley- Krishna Guha, Vice Chairman at Evercore ISI- Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management- Venu Krishna, Head: US Equity Strategy at BarclaysAndrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, discusses his outlook for the US economy and investment opportunities across equities, fixed income, and commodities. Krishna Guha, Vice Chairman at Evercore ISI, talks rate cuts, Fed independence, and the direction of the US economy. Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, talks about fixed income investment strategies. Venu Krishna, Head: US Equity Strategy at Barclays, talks about the sustainability of the equity rally.See omnystudio.com/listener for privacy information.

22 Syys 33min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 22nd, 2025Featuring:1) Wei Lei, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on staying risk on and sticking with the AI theme. US stocks are set to pull back from all-time highs, with traders dialing back risk at the start of a relatively quiet week on the events calendar.2) Jens Nordvig, founder at Exante Data, joins for an extended discussion on dollar hedging, gold, Fed independence, and Powell's last word. Gold hit a fresh record, powering past $3,700 an ounce as ETF inflows hit a three-year high, with market bets for almost two more cuts this year fueling a rally.3) Michelle Meyer, Chief Economist and Head: Economics Institute at Mastercard, brings us into the market open and talks about the health of the economy, US consumer, and Mastercard's holiday guide. Investors are increasingly bullish on the six-month outlook for US stock markets as the Fed has restarted its cuts, but some strategists think this is a case of collective overconfidence.4) Gautum Mukunda, Bloomberg Opinion contributor and lecturer at Yale School of Management, talks about tariffs, H-1B visas, and the latest on FCC-Kimmel. President Trump signed a proclamation to overhaul the H-1B visa program, requiring a $100,000 fee for applications to curb overuse.See omnystudio.com/listener for privacy information.

22 Syys 37min

President Trump's efforts to redefine federal relations with higher education have major implications for how the US funds research. From his 50-year tenure as President of Bard, Leon Botstein brings a broader perspective to what he believes is at stake for the country. He speaks with David Westin on this special bonus edition of the Bloomberg Wall Street Week podcast. See omnystudio.com/listener for privacy information.

21 Syys 27min

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Claudia Sahm, Chief Economist at New Century Advisors- Marissa Adams, Head: Global Trade Solutions at HSBC- Jeannette Lowe, Director: Policy Research at Strategas Securities James Bullard, former St. Louis Fed President and Dean of Purdue Business School, discusses this week's Fed decision and the outlook for rates and labor in the US. Jeannette Lowe, Director: Policy Research at Strategas Securities, discusses Federal spending priorities and recent political headlines. Marissa Adams, Head: Global Trade Solutions at HSBC, discusses the latest developments on US tariffs and trade. Claudia Sahm, Chief Economist at New Century Advisors, reacts to this week's eco data and Fed decision.See omnystudio.com/listener for privacy information.

19 Syys 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 19th, 2025Featuring:1) Yelena Shulyatyeva, Senior Economist at the Conference Board, joins for a discussion on the Fed's rate cut and the US economic outlook. US stocks are set for a quieter finish to a busy week after the Federal Reserve’s first step in a likely series of rapid interest rate cuts propelled markets to fresh records.2) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what comes next for markets after the Fed's long-anticipated rate cut. Looser policy is giving equity bulls a tailwind just as lofty valuations run up against bearish seasonal trends, with investors seeing plenty to keep equities climbing after a stellar rally.3) Hessam Nadji, CEO at Marcus & Millichap, joins to discuss how lowered interest rates could reshape real estate, Commercial Real Estate, and whether the concerns over CRE continue to be overblown.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a NYT story on a new study showing men seek weight loss treatment far less than women and WSJ's report on more homeowners spending big on outdoor cat patios, dubbed "Catios."See omnystudio.com/listener for privacy information.

19 Syys 28min

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

18 Syys 4min

- Gargi Chaudhuri, Chief Investment Strategist at BlackRock- Esther George, Former President at the Federal Reserve Bank of Kansas City- Dan Ives, Global Head: Technology at Wedbush Securities- Nela Richardson, Chief Economist at ADP Gargi Chaudhuri, Chief Investment Strategist at BlackRock, discusses the outlook for the equity rally as well as market risks after yesterday's Fed rate cut. Esther George, Former President at the Federal Reserve Bank of Kansas City, talks about how the Fed is managing its dual mandate. Nela Richardson, Chief Economist at ADP, reacts to Thursday jobless claims and discusses the health of the labor market. Dan Ives, Global Head: Technology at Wedbush Securities, discusses the Nvidia-Intel investment.See omnystudio.com/listener for privacy information.

18 Syys 21min