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 SweeneyJune 16th, 2025Featuring:1) Ed Morse, Senior Advisor at Hartree Partners and former Head of Global Commodities at Citi, joins for an extended discussion on the outlook for global oil and commodities. The hostilities between Israel and Iran disrupted market momentum, but traders increasingly anticipate that the conflict will remain contained, leading to dip-buying on Monday. In the premarket, Brent crude dropped 0.4% after initially soaring as much as 5.5% following a weekend of attacks. Gold dropped 0.5% from Friday’s all-time high.2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the latest DC headlines including President Trump's trip to the G7 in Canada and the US' role in the Israel-Iran conflict. The conflict has caused damage to the US consulate in Tel Aviv, and has led to a rise in global energy prices. Hostilities between Israel and Iran have entered a fourth day, with no sign of easing, and have resulted in hundreds of deaths.3) Cam Harvey, professor at Duke's Fuqua School of Business, looks ahead to this week's Fed meeting and talks about why gold is continuing to rise as a hedge. Markets are looking ahead to interest rate decisions from the Federal Reserve and the Bank of Japan, as well as a meeting of the Group of Seven nations, later this week.4) Whitney Tilson, NYC mayoral candidate and former hedge fund manager, talks about his candidacy for NYC mayor ahead of the Democratic primary next week. Early voters are flocking to polls as leaders are emerging in the packed list of candidates: former NY Governor Andrew Cuomo and state assemblyman Zohran Mamdani.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including WSJ's story on the next big thing in luxury travel and Bloomberg Screentime's story on YouTube serving as a longform platform for videos.See omnystudio.com/listener for privacy information.

16 Kesä 43min

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

13 Kesä 3min

- Danny Danon, Israel's Ambassador to the United Nations- Robert Tipp, Chief Investment Strategist at PGIM Fixed Income- Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations- Jim Farley, President & CEO at Ford Motor Co.Danny Danon, Israel's Ambassador to the United Nations, discusses the latest developments in the Israeli airstrikes on Iran. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, joins to discuss the Treasury outlook after yesterday's auction and the spike in yields after Israel's strike on Iran. Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations, joins to discuss the latest on Israeli strikes on Iran. Jim Farley, President & CEO at Ford Motor Co., talks about the latest updates from his company and how they're navigating a new geopolitical, tech, and economic environment.See omnystudio.com/listener for privacy information.

13 Kesä 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 13th, 2025Featuring:1) Tina Fordham, founder at Fordham Global Foresight, joins for a discussion on the reshaped geopolitical landscape after Israel's strike on Iran. The conflict could impact oil prices, with scenarios ranging from a moderate increase to $75 per barrel if Iran's oil facilities are attacked, to a more extreme scenario of $130 per barrel if the Strait of Hormuz is closed. The US's role in the conflict is uncertain, with possible scenarios including Tehran trying to keep the US out of the war, symbolic attacks against the US, or Iran targeting US positions in the region.2) Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East, on Israel striking Iran and the consequences for the US and Middle East. The attacks risk plunging the Middle East into crisis, hitting the global economy, and escalating into a broader regional conflict, with the US and other nations calling for diplomatic de-escalation.3) Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the potential for Treasuries and the Dollar becoming a safe haven amid Middle East tensions and whether US exceptionalism is fading. Treasuries rose due to escalating Israel-Iran tensions, strong auctions, and cooling inflation data, with yields falling 1-2 basis points across the curve. 4) Gautam Mukunda, Professor at Yale School of Management and Bloomberg Opinion columnist, discusses the US' role in the Israel-Iran conflict and how it could affect the upcoming Iran Nuclear Deal talks. President Trump urges Iran to accept a nuclear deal to avoid further attacks, after Israel bombed Iran's atomic facilities and killed top commanders. Israel struck around 100 targets across Iranian cities, causing oil prices to surge and investors to buy havens, and Iran responded with a wave of drones towards Israel.5) Matt Luzzetti, Chief Economist at Deutsche Bank, talks about the changing US economic outlook amid rising Middle East tensions. Treasuries rose due to escalating Israel-Iran tensions, strong auctions, and cooling inflation data, with yields falling 1-2 basis points across the curve. duropean government bonds initially jumped but then reversed gains as focus turned to the impact of higher oil prices on inflation.See omnystudio.com/listener for privacy information.

13 Kesä 45min

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

12 Kesä 4min

- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management- Norman Roule, Senior Adviser at Center for Strategic & International Studies- Frances Donald, Chief Economist at RBC- Adam Posen, President at the Peterson Institute for International Economics Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to react to PPI and discusses signals from the bond market. Norman Roule, Senior Adviser at Center for Strategic & International Studies, joins to discuss tensions in the Middle East as the US ordered some staff to leave its embassy in Baghdad after Iran threatened to strike American assets in the Middle East. Frances Donald, Chief Economist at RBC, discusses her outlook for the Fed and US economy. Adam Posen, President at the Peterson Institute for International Economics, talks about the economic impact of unilateral tariff rates.See omnystudio.com/listener for privacy information.

12 Kesä 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 12th, 2025Featuring:1) Frances Donald, Chief Economist at RBC, joins for a discussion on CPI and the labor market and whether the Fed will be late to cut rates. The Federal Reserve is rewriting its strategy document to balance the lessons learned from low inflation before the pandemic and the painful high inflation that followed, aiming to maximize economic benefits for working Americans while controlling inflation.2) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended conversation on the Fed, rates, and the US economy. Today's 30-year Treasury auction is providing a fresh gauge of investor appetite for long-dated debt amid concerns over mounting deficits and their impact on demand.3) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for the 10-year-yield and brings us into PPI. President Trump's remarks on imposing unilateral tariffs on dozens of US trading partners and heightened tensions in the Middle East contributed to the risk-off tone across markets today.4) Anton Posner, CEO at Mercury Resources, discusses how tariffs are affecting shipping and maritime industries and whether it will show up in the economic and consumer data and unilateral tariffs go into place. President Trump has threatened to impose higher duties on dozens of economies, but has only reached a trade framework with the UK and a tariff truce with China, which was recently threatened.See omnystudio.com/listener for privacy information.

12 Kesä 33min

- Bob Diamond, CEO at Atlas Merchant Capital- Torsten Slok, Chief Economist at Apollo- Seth Carpenter, Chief Global Economist at Morgan Stanley- David Kelly, Chief Global Strategist at JPMorgan Asset Management Bob Diamond, CEO at Atlas Merchant Capital, joins for a discussion on markets and talks about the outlook for US equities and the US economy. Torsten Slok, Chief Economist at Apollo, talks about the potential for a credit crunch and US slowdown. Seth Carpenter, Chief Global Economist at Morgan Stanley and David Kelly, Chief Global Strategist at JPMorgan Asset Management, react to CPI.See omnystudio.com/listener for privacy information.

11 Kesä 32min