Geopolitical and Tariff Variables Impacting markets

Geopolitical and Tariff Variables Impacting markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Thursday’s a weak sale of 30-year debt signaled waning appetite for US debt.
2) Larry McDonald, founder at the Bear Traps Report, joins to talk about how the bond market is pricing in recent tariff and economic policies out of the Trump admin and speculates how President Trump could reshape the Fed and its impact on markets. The S&P 500 is near a record high following a 30% surge from its April lows, supported by robust corporate earnings and hopes the Federal Reserve will cut interest rates to support the economy.
3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks about the Trump admin's approach to the war in Ukraine and how global economies are managing US tariffs. President Trump said he’d be willing to meet with Vladimir Putin, even if Putin hadn’t yet agreed to also sit down with Ukrainian President Volodymyr Zelenskiy. Trump told reporters he was “very disappointed” with Putin’s behavior and left open the possibility of additional penalties over the war in Ukraine as soon as Friday.
4) Stefanie Stantcheva, Economist at Harvard University, talks about how "zero-sum thinking" is reshaping economics and how a rearing back of inflation could further weigh on American consumers.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on doctors warning about "AI psychosis" and a Business Insider story on how TikTok users are booking hotels.

See omnystudio.com/listener for privacy information.

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Feldstein: U.S. economy is in good shape

Feldstein: U.S. economy is in good shape

Harvard's Martin Feldstein says the American economy is doing better than financial investors fear. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

24 Helmi 201612min

8am-9am ET: Feldstein & Swonk

8am-9am ET: Feldstein & Swonk

Harvard Professor Martin Feldstein and DS Economics Founder Diane Swonk offer competing views on the American economy. Feldstein says that the U.S. is doing better than critics think, while Swonk says...

24 Helmi 201642min

Choyleva: negative interest rates will lead to a real crisis

Choyleva: negative interest rates will lead to a real crisis

Lombard Street Research's Diana Choyleva weighs in on the Bank of Japan's consideration of negative interest rates. She sits down on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

24 Helmi 201611min

Lew: don't expect 'crisis response' from G-20 meeting

Lew: don't expect 'crisis response' from G-20 meeting

U.S. Treasury Secretary Jack Lew says we are not in a crisis environment and shouldn't expect a crisis response when the Group of 20 finance chiefs and central bankers meet this week in China. He says...

24 Helmi 201612min

7am-8am ET: Lew, Choyleva & Corr

7am-8am ET: Lew, Choyleva & Corr

U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis ...

24 Helmi 201642min

Silverstein: balance sheets are best drivers of performance now

Silverstein: balance sheets are best drivers of performance now

Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Todd: Nevada caucus not important unless Trump loses

Todd: Nevada caucus not important unless Trump loses

NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Porzecanski: Argentina bond bet suddenly isn't so hot

Porzecanski: Argentina bond bet suddenly isn't so hot

Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this and more with Tom Keene and Michael McKee on Bloomb...

23 Helmi 201611min

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