Bloomberg Surveillance TV: August 6th, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 10th, 2025Featuring:1) NYC Mayor Eric Adams talks about his candidacy for re-election, the state of NYC and his former Democratic party, and working with President Trump amid federal funding fears. President Trump has been warning against the prospect of Zohran Mamdani winning the New York mayor’s race. Trump said New Yorkers should not vote for Mamdani in November, calling him a “communist,” and went so far as vaguely suggesting interest in exerting some federal influence on the city. 2) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk about whether the "unstoppable" stock tear could come to a halt due to the latest tariff rates. Equity futures dipped amid uncertainty over the Trump administration’s trade policies as traders awaited a fresh catalyst for the next leg up in US stocks. 3) Andrew Sheets, Chief Cross Asset Strategist at Morgan Stanley, discusses his mid year global economic outlook and why, no matter the trade, all eyes will remain on US activity. Tariff headlines focused on country specific levies and copper have so far done little to derail a rebound that pushed US stocks to record highs.4) Dominique Toublan, Head: US Credit Strategy at Barclays, talks about credit spreads and headwinds in fixed income markets. US Treasuries resumed their decline after Wednesday’s rebound, with the 10-year yield rising one basis point to 4.35%.5) David Sowerby, Managing Director and Portfolio Manager at Ancora, joins in studio to discuss asset allocation, stock picks, and the market rally. Signs of continued economic strength, confidence in the upcoming earnings season and optimism for artificial intelligence have given traders the conviction to drive equities higher, even as doubts over trade policy persist.See omnystudio.com/listener for privacy information.

10 Heinä 48min

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

9 Heinä 4min

- Jean Boivin, Global Head: Research at BlackRock Investment Institute- Ed Mills, Washington Policy Analyst at Raymond James- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld- Nancy Lazar, Chief Global Economist at Piper Sandler Jean Boivin, Global Head: Research at BlackRock Investment Institute, talks about how markets are pricing in President Trump firming his tariff deadline and what clarity means for investors. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss President Trump's economic priorities as he finalizes tariff rates and implementation. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about the latest turn in President Trump's tariff policy. Nancy Lazar, Chief Global Economist at Piper Sandler, talks about expectations for US and global growth and inflation.See omnystudio.com/listener for privacy information.

9 Heinä 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 9th, 2025Featuring:1) Nancy Lazar, Chief Global Strategist at Piper Sandler, joins to talk about the lack of job growth in the private sector and whether we could see an economic boom from a tax cut-tariff policy. Investors will parse minutes of the Federal Reserve’s June policy meeting for indications on whether officials are closer to lowering interest rates, with swaps almost fully pricing two quarter-point cuts until the end of the year.2) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the impact of the reflationary narrative on Treasuries. Treasuries are holding their ground following the longest streak of declines since April as investors look ahead to a US debt auction and the minutes from last month’s Federal Reserve meeting.3) Doug Irwin, Professor of Economics at Dartmouth, joins to discuss the latest developments on President Trump's unfolding tariff strategy. President Trump sowed fresh chaos in metals markets by indicating the US would implement a higher-than-expected 50% tariff on copper imports, spurring a record spike in New York futures and a drop in the global benchmark. The plan, announced in an apparently off-the-cuff comment to reporters, marks the latest twist in a tumultuous period for industrial commodities, as the US leader aims to encourage more mining and smelting at home.4) Leslie Vinjamuri, President and CEO of the Chicago Council on Global Affairs, joins in her new role to discuss the political and economic priorities of the Trump administration, as well as the admin's global intervention in Iran and Ukraine. 5) Oleksandr Komarov, CEO at Kyivstar, joins to discuss his company's role in Ukraine's recovery and construction as the US recommits to sending weapons amid continued Russian attacks. Russia launched a record number of drones and missiles at Ukraine on Wednesday after US President Trump reiterated his displeasure with Vladimir Putin and confirmed he’s sending more defensive weapons to Kyiv.See omnystudio.com/listener for privacy information.

9 Heinä 33min

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

8 Heinä 3min

- Amanda Lynam, Head: Macro Credit Research at BlackRock- Rob Casey, Partner and Senior Analyst at Signum Global Advisors- Sarah Bianchi, Senior Managing Director at Evercore ISI- Cathie Wood, CEO at Ark Investment Management Amanda Lynam, Head: Macro Credit Research at BlackRock, joins to discuss bond market signals, credit spreads, and what market and economic activity is catching the attention of corporate credit investors. Rob Casey, Partner and Senior Analyst at Signum Global Advisors, discusses President Trump's economic priorities following his tariff deadline adjustment. Sarah Bianchi, Senior Managing Director at Evercore ISI, discusses the goals of President Trump's tariffs as he sends letters to trading partners regarding tariff rates. Cathie Wood, CEO at Ark Investment Management, discusses tech and AI investing as well as the future of Tesla.See omnystudio.com/listener for privacy information.

8 Heinä 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 8th, 2025Featuring:1) Ed Yardeni, President at Yardeni Research, joins for an extended discussion about the US equity rally and his updated S&P target amid tariff concerns. Tuesday’s steadiness in stocks reflects traders’ belief in a familiar pattern of US President Donald Trump escalating his trade war only to later de-escalate, betting that any eventual tariffs will be set at a level the global economy can absorb. In the latest round, Trump said he was still open to negotiations and postponed duties of 25% or more on a list for trading partners until at least August 1st.2) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Asset Management, joins to discuss bond market warnings about the US fiscal situation and offers her market outlook. US stock futures firmed as initial jitters over the Trump administration's latest tariff announcements gave way to optimism that there's ample room for further negotiations. The US economy has held up under the threat of a spiraling global trade war, with hiring healthy and the S&P 500 hitting a record high last week.3) Ned Lamont, Connecticut Governor (Democrat), offers his reaction to President Trump's tax bill as well as the current state and future of the Democratic party. President Trump secured the passage of his signature tax bill after leveraging his sway over the Republican party to overcome resistance from conservative hardliners and swing-state GOP moderates. Democrats opposed the bill, saying it will strip health care for millions of people who depend on Medicaid to fund tax cuts for the wealthy.4) Brad Case, Chief Economist at Middleburg Communities, talks about pressures on a frozen housing market, whether the Fed is behind the curve, and the risks of reigniting inflation. The steady flow of tariff threats has fueled uncertainty for markets, central bankers and executives trying to game out the effect on production, inventories, hiring, inflation and consumer demand.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the TSA rolling out new procedures and the Washington Post's piece on Ben's Chili Bowl in Washington DC closing down for repairs.See omnystudio.com/listener for privacy information.

8 Heinä 42min

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

7 Heinä 5min