Bloomberg Surveillance TV: August 6th, 2025

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

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 17th, 2025Featuring:1) Bob Hormats, Vice Chairman of Kissinger Associates, talks about the history of the G7 and the significance of President Trump leaving early today to deal with the conflict in the Middle East. President Trump left the G7 meeting in Canada early to deal with the Israel-Iran conflict, but downplayed the chances of a ceasefire. Despite Trump's comments, top US officials said the president remains hopeful a peace deal can be achieved between Israel and Iran, with Trump's top Middle East envoy possibly meeting with Iranian Foreign Minister Abbas Araghchi later this week.2) Stuart Kaiser, Head: US Equity Trading Strategy Citi, joins to discuss whether the equity rally in the US could face further headwinds or if there's just immediate headline risk. The market is gauging the risks of an escalation in hostilities and broader involvement, with a focus on oil prices, which could soar if Tehran disrupts shipments through the Strait of Hormuz.3) Jerome Schneider, Head: Short Term Portfolio Management & Funding at PIMCO, discusses the upcoming Fed meeting and why not all cash is king when it comes to defensive investing. The Federal Reserve decision on Wednesday will be closely watched, with policymakers signaling an extended hold on interest rates and investors looking for clues on what might eventually prompt the central bank to make a move.4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to talk about US economic risks and why the July 3rd jobs report could mark a breaking point in the US economy.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Business Insider's story on Costco testing stand-alone gas stations for members and the NYT story on Americans watching streaming.See omnystudio.com/listener for privacy information.

17 Kesä 35min

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

16 Kesä 5min

- Amanda Lynam, Head: Macro Credit Research at BlackRock- Aaron David Miller, Senior Fellow for Carnegie Endowment for International Peace- Ellen Wald, Senior Fellow at the Atlantic Council- Steven Ricchiuto, Chief US Economist for Mizuho Amanda Lynam, Head: Macro Credit Research at BlackRock, joins for a discussion on the bond market, corporate credit spreads, and whether bonds are indicating a slowdown in the US economy. Aaron David Miller, Senior Fellow for Carnegie Endowment for International Peace, discusses the latest on the conflict between Israel and Iran and the chances of escalation. Ellen Wald, Senior Fellow at the Atlantic Council, talks about the outlook for energy prices amid conflict in the Middle East. Steven Ricchiuto, Chief US Economist for Mizuho, offers his outlook for inflation, the Fed, and the US economy.See omnystudio.com/listener for privacy information.

16 Kesä 27min