Market Volatility in 2025

Market Volatility in 2025

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025
Featuring:
1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappointing economic data.
2) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for an extended discussion on private investments and how she's approaching markets and investing in her new role. Recently, Apollo CEO Marc Rowan said trading private assets has the potential to turn the industry “on its head” and that those who resist it are generally charging high fees. Rowan stated that in every industry where transparency of pricing and daily price availability has taken place, the industry has grown massively, and that Apollo's partnership with banks to trade private credit will provide real-time pricing on the asset class.
3) Steve Auth, CIO, Equities at Federated Hermes, talks the soft-hard data gap and the outlook for equities. Data Tuesday showed weakening US services amid sticky price pressures, further complicating the Federal Reserve’s policy challenges after last week’s weak jobs numbers.
4) Douglas Holtz-Eiken, President at the American Action Forum and former Director of the Congressional Budget Office, joins to discuss the dismissal of the BLS chief and the tariff impact on the US economy.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's coverage of Disney's ESPN buying NFL Network and other assets and Business Insider's story on Microsoft's stricter return-to-office policy.

See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Cohen & Dequadros

Bloomberg Surveillance: Cohen & Dequadros

Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturing numbers. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Helmi 201642min

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technicals in the equity markets and NBC's Chuck Todd speaks about the politics behind appointing a new justice to the Supreme Court. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Helmi 201642min

Bloomberg Surveillance: Roschelle & Kasman

Bloomberg Surveillance: Roschelle & Kasman

PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Helmi 201642min

Bloomberg Surveillance: Emons, Wheeler & Paulsen

Bloomberg Surveillance: Emons, Wheeler & Paulsen

Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt problem. And Wells Capital's Jim Paulsen lays out the 3 major themes that are emerging in the stock markets. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Helmi 201642min

Bloomberg Surveillance: Foley, Major & Levy

Bloomberg Surveillance: Foley, Major & Levy

Rabobank's Jane Foley speaks about perils of the strong dollar on other currencies. HSBC's Steve Major discusses Japan's debt dilemma. Berenberg's Mickey Levy weighs in on the unintended consequences of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Helmi 201642min

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

PIMCO's Libby Cantrill provides perspective on the race to the White House. Former SEC Chairman Arthur Levitt discusses the growing gulf between Wall Street and Main Street. HSBC's James Steel makes the bullish case for gold. And Bloomberg's Peter Elliot makes a startling prediction about the restaurant industry. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Helmi 201642min

Bloomberg Surveillance: Stovall, Piegza & Wheeler

Bloomberg Surveillance: Stovall, Piegza & Wheeler

S&P's Sam Stovall speaks about the unloved equity markets. Stifel's Lindsey Piegza focuses on the Fed. And Atlantic Equities' Christopher Wheeler explains why banks are taking a beating. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Helmi 201642min

Bloomberg Surveillance: Lee on IMF reforms

Bloomberg Surveillance: Lee on IMF reforms

Citi's William Lee discusses what's next for the IMF's Christine Lagarde. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Helmi 20168min

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