Markets Aim to Rally on Calming News and Data

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

29 Heinä 3min

Mike Wilson, Chief US Equity Strategist/Chief Investment Officer, Morgan Stanley Kevin Gordon, Director/Senior Investment Strategist, Charles Schwab Stephen Stanley, Chief U.S. Economist, Santander U.S. Capital Markets See omnystudio.com/listener for privacy information.

29 Heinä 22min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025Featuring:1) Nisha Patel, Portfolio Manager at Parametric on the big week with the Fed, earnings, and economic data. No one expects the Fed to cut rates, but any shift in guidance or comments from Powell will be key takeaways.2) Neil Dutta, Head of Economics Renaissance Macro Research, on how Trump won on his terms and the Europeans lost on theirs. Perhaps now that this deal is done (Europe has a slightly higher tariff rate than the UK but same as Japan) they can all pivot to China as a group. China is the surplus country that needs to rebalance. As an aside, the Europeans totally did the Canadians dirty. So much for them getting closer together. No upside for the Canadians to go that route anymore.3) Peter Tchir, Head: Macro Strategy at Academy Securities, on a fresh look at the jobs JOLTS (I focus the QUIT rate as it is almost a “crowd sourced” measure of sentiment in the labor force. We get ADP, which has been weak, but the market has chosen to ignore. Finally we get the NFP data, where the headline has surpassed expectations the past 3 months, while the underlying details haven’t fully supported that.4) Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock looks to payrolls on Friday as a key indicator of economic health. Consensus surveys point to +109k jobs added in July vs +147k in June. Labor market data has largely surprised to the upside this summer, with the strong beat in June, and now 6 straight weekly drops in initial claims.See omnystudio.com/listener for privacy information.

29 Heinä 31min

-Terry Haines, Pangea Policy Founder -Steve Ricchiuto, Mizuho Chief Economist-Richard Masters, Premier League CEOSee omnystudio.com/listener for privacy information.

28 Heinä 23min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 28th, 2025Featuring:1) Kriti Gupta, host of Bloomberg TV & Radio in London, on European capitals are putting a brave face on the trade deal they struck with President Donald Trump, which will see the European Union accept a 15% tariff on most of its exports to the US while reducing levies on some American products to zero.2) Elizabeth Economy, Hargrove Senior Fellow and co-chair of the Program on the US, China, and the World at Stanford University’s Hoover Institution, on US and Chinese officials are meeting Monday to extend their tariff detente beyond a mid-August deadline, and haggle over other ways to further defuse trade tensions.3) Tiffany Wilding, Economist: North America at PIMCO, on Federal Reserve officials are determined to hold interest rates steady a little while longer, though an increasingly contentious debate at this week’s policy meeting may bolster expectations for rate cuts in the fall.Fed Chair Jerome Powell is under intense pressure from President Donald Trump and his allies to reduce borrowing costs, and may face multiple dissents this week from officials who want to provide support to a slowing labor market.4) Curtis Sliwa, founder and CEO of the Guardian Angels and NYC Mayoral candidateSee omnystudio.com/listener for privacy information.

28 Heinä 39min

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

25 Heinä 4min

- Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group- Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America- Gregory Daco, Chief Economist at EY Parthenon- Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group, joins to discuss the outlook for US markets and inflation as well as Fed independence. Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America, talks about tariffs on copper and opportunities in commodity markets amid volatility. Gregory Daco, Chief Economist at EY Parthenon, joins to discuss the outlook for inflation and labor in the US. Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses bond market signals on the US economic outlook.See omnystudio.com/listener for privacy information.

25 Heinä 33min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 25th, 2025Featuring:1) David Rosenberg, Founder and President Rosenberg Research & Associates, joins for a discussion on rates, US inflation, and the importance of Fed independence. Federal Reserve Chair Jerome Powell is under attack by President Trump, who is using a "flood the zone" strategy to pressure the Fed to lower interest rates. Trump's approach involves personally attacking Powell, questioning the Fed's spending, and discussing potential replacements, according to the article.2) Brian Wieser, Principal at Madison & Wall, talks about the Skydance-Paramount deal getting FCC approval. The US Federal Communications Commission approved Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices. As part of the accord, Skydance vowed to ensure that the new company's programming embodies a diversity of viewpoints from across the political and ideological spectrum, according to FCC Chairman Brendan Carr.3) Alicia Levine, Head of Investment Strategy and Equities at BNY, discusses her S&P 500 target and talks the pain trade and surprises to the upside. Stocks dipped at the end of a record-setting week after lackluster results from Volkswagen AG and Puma SE. Goldman's trading desk wrote in a note to clients "If you are nervous, the market is making it very easy to rent hedges" as a slew of risks loom over the market's record advance.4) Marta Norton, Chief Investment Strategist at Empower, on asset allocation and potential for market volatility in the second half of 2025.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on the divided New York family, as young voters who supported Zohran Mamdani persuade their parents to do the same, as well as Business Insider's story on how people can Venmo the US government to help pay down the debt.See omnystudio.com/listener for privacy information.

25 Heinä 32min