Single Best Idea with Tom Keene: Nancy Lazar & Doug Irwin

American bombers struck Iran’s three main nuclear sites overnight, putting the US directly into Tehran’s war with Israel despite President Donald Trump’s longtime promises to avoid new conflicts.Addressing the nation late on Saturday in Washington, Trump said Iran’s “key nuclear enrichment facilities have been completely and totally obliterated.” He threatened “far greater” attacks if Iran doesn’t make peace, raising the specter of even deeper US involvement in a Middle Eastern war that began with Israel’s strikes on the Islamic Republic nine days ago.Trump earlier said US planes dropped bombs on Fordow, a uranium-enrichment site buried deep under a mountain and seen as vulnerable only to “bunker buster” munitions that the US possesses. Natanz and Isfahan, two other sites, were also struck.“Our objective was the destruction of Iran’s nuclear enrichment capacity and a stop to the nuclear threat posed by the world’s No. 1 state sponsor of terror,” Trump said. “Iran, the bully of the Middle East, must now make peace. If they do not, future attacks will be far greater — and a lot easier.”Iran’s foreign minister, Abbas Araghchi, said the US’s move “outrageous and will have everlasting consequences.”“Iran reserves all options to defend its sovereignty, interest, and people,” he said.Tehran’s nuclear regulatory agency said there was no sign of radiation contamination at the sites and that it had take precautions in anticipation of an attack.On this special edition of Bloomberg Surveillance, hosts Tom Keene and Paul Sweeney speak with:- Ethan Bronner, Israel Bureau Chief for Bloomberg News- Joe Mathieu, co-host of Bloomberg Balance of Power- Gautam Mukunda, professor at Yale School of Management and Bloomberg Opinion columnist- Dan Williams, Bloomberg News Jerusalem reporter - Jennifer Lawless, professor at University of VirginiaSee omnystudio.com/listener for privacy information.

22 Kesä 40min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 20th, 2025Featuring:1) Dan Williams, Bloomberg News reporter, on President Donald Trump signaling he would give diplomacy a chance before deciding whether to strike Iran, dialing back on recent comments that suggested military action could be imminent.2) David Katz, President and CIO of Matrix Asset Advisors, on why he is hopeful there will be some clarity in the current conflict in the upcoming months. After that, however, we will then return to the week to week and month to month uncertainties with Tariff and the current tax and spending bill that’s making its way through congress.3) Alisa Rusanoff, CEO at Eltech, on what risks lender are currently facing in the shipping space.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how side hustles nowadays are more about necessity than a passion. Plus, a Bloomberg report about Capital One's New JFK Lounge Makes a Play for Premium TravelersSee omnystudio.com/listener for privacy information.

20 Kesä 24min

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged and continued to pencil in two rate cuts in 2025, saying uncertainty over the economic outlook was still high but had diminished. The Federal Open Market Committee voted unanimously on Wednesday to hold the benchmark federal funds rate in a range of 4.25%-4.5%, as they have at each of their meetings this year. Officials also downgraded their estimates for economic growth this year while lifting their forecasts for unemployment and inflation. Speaking to reporters following the decision, Chair Jerome Powell repeated his view that the central bank was “well positioned to wait to learn more about the likely course of the economy before considering any adjustments to our policy stance.” See omnystudio.com/listener for privacy information.

18 Kesä 24min

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

18 Kesä 4min

- Rafael Grossi, IAEA Director- Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock- Claudia Sahm, Chief Economist at New Century AdvisorsRafael Grossi, IAEA Director, joins to discuss the outlook for global energy prices amid the escalating conflict between Israel and Iran. Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President, looks ahead to today's Fed meeting and discusses whether the Fed will soon cut rates. Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, talks about the outlook for equities amid continued global uncertainty and rising geopolitical tensions. Claudia Sahm, Chief Economist at New Century Advisors, talks about whether the Fed will lower rates should the labor market show signs of deteriorating.See omnystudio.com/listener for privacy information.

18 Kesä 31min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 18th, 2025Featuring:1) Jack Devine, founder at The Arkin Group, joins to discuss what US involvement in the Middle East conflict could look like and how US national security could weigh striking Iran. An overnight meeting between President Trump and his national security team has raised speculation that the US may join Israel's attacks against Iran. Trump has posted demands for Iran's "UNCONDITIONAL SURRENDER" and threatened a possible strike against the country's leader, while Iran has reiterated its intention to respond with force if the US gets involved.2) Michael Darda, Chief Economist at Roth Capital Partners, joins for a look ahead to the Fed and talks about the outlook for inflation and markets. Socks and bonds posted small gains as investors waited for the Federal Reserve's monetary policy decision and new economic forecasts. The Fed's latest projections for growth, unemployment, and interest rates will be closely watched.3) Win Thin, Global Head: Markets Strategy Brown Brothers Harriman & Co., reacts to jobless claims and looks ahead to the Fed and potential for more inflation in the US. Fed policymakers face heightened uncertainty as geopolitical tension add to the inflation and labor market risks that are tied to the Trump administration’s tariff policies.4) Leslie Palti-Guzman, founder at Energy Vista, talks about rapidly rising oil prices and if there will be any let up as Middle East fighting continues. Oil prices pulled back from a near five-month high, with Brent crude trading below $76 a barrel, as markets awaited news on US involvement in the Middle East conflict. Middle Eastern oil that loads outside the Persian Gulf and Malaysian crude are gaining popularity among Asian buyers due to the Israel-Iran conflict threatening the Strait of Hormuz.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on Dallas Cowboys cheerleaders getting a 400% pay raise and a WSJ story on private space stations racing to be the next popular travel destination.See omnystudio.com/listener for privacy information.

18 Kesä 33min

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

17 Kesä 4min

- Reza Pahlavi, Son of the Shah of Iran- Krishna Guha, Vice Chairman at Evercore ISI- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP- Pooja Sriram, VP:US Economics Research Reza Pahlavi, Son of the Shah of Iran, joins to discuss the growing conflict between Israel and Iran and whether the country will work with the US on a deal to stop the fighting. Krishna Guha, Vice Chairman at Evercore ISI, joins to preview this week's Fed meeting and discusses his outlook for the US economy. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, talks about the G7 summit, President Trump leaving early, and where the US stands on trade deals. Pooja Sriram, VP:US Economics Research, offers his outlook for the US economy and interest rates.See omnystudio.com/listener for privacy information.

17 Kesä 29min