CPI, Eco Data, and Ukraine

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

1 Elo 5min

- Jamieson Greer, US Trade Representative at Office of the US Trade Representative- Stephanie Roth, Chief Economist at Wolfe Research- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock- Tom Forte, Senior Consumer Internet Analyst at Maxim Group- Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income Jamieson Greer, US Trade Representative at Office of the US Trade Representative, joins Bloomberg Television for a discussion on tariff policy and US trade as the Trump administration reaches its August 1 deadline on tariffs. Stephanie Roth, Chief Economist at Wolfe Research and Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, and Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income react to the July jobs report. Tom Forte, Senior Consumer Internet Analyst at Maxim Group, reacts to Apple earnings as Big Tech earnings wrap up.See omnystudio.com/listener for privacy information.

1 Elo 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 30th, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Michael Darda, Chief Economist at Roth Capital, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the July jobs report. 2) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, offers his latest analysis of US tariffs. The average US tariff will rise to 15.2% if rates are implemented as announced, according to Bloomberg Economics, up from 13.3% earlier — and significantly higher than the 2.3% in 2024 before Trump took office.3) Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, wraps Amazon and Apple earnings. Amazon dropped in premarket trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, while Apple gained after a beat.4) Sebastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price, joins to discuss staying in the market and asset allocation. Global stocks extended a selloff in early trading as President Trump’s sweeping import tariffs fueled concerns about the outlook for economic growth.5) Anna Wong, Chief US Economist at Bloomberg Economics, brings us into the market open and discusses her outlook for labor and the impact of US tariffs.See omnystudio.com/listener for privacy information.

1 Elo 53min

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

31 Heinä 5min

- Esther George, former President and CEO at the Federal Reserve Bank of Kansas City- Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School- Walter Piecyk, Partner at Lightshed Partners- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock Esther George, former President and CEO at the Federal Reserve Bank of Kansas City, joins to discuss Fed Chair Jay Powell's press conference yesterday and the outlook for rate cuts in 2025. Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School, joins to discuss the outlook for US growth ahead of President Trump's tariff policy deadline. Walter Piecyk, Partner at Lightshed Partners, joins to preview Apple earnings. Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, joins to talk the outlook for equities and the S&P.See omnystudio.com/listener for privacy information.

31 Heinä 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025Featuring:1) Lael Brainard, Senior Fellow at Harvard University and former Fed Vice Chair and former Director of the National Economic Council, talks about the Fed, rate cuts, and Fed independence. Fed Chair Jay Powell said in his press conference after the Fed held rates yesterday that the central bank needed to stay on guard against inflation risk and rejected arguments for an interest-rate cut.2) Rich Clarida, Global Economic Advisor at PIMCO, offers his reaction to yesterday's Fed decision and talks about the outlook for rate cuts and Fed independence. Fed Chair Jay Powell said the Fed is well-positioned for now, given lingering uncertainties surrounding President Donald Trump’s tariffs and their economic impact, and that a reasonable base case is that the effects on inflation could be short-lived.3) Meera Pandit, Global Market Strategist at JPMorgan Investment Management, talks markets and rates ahead of tomorrow's jobs report and tariff deadline. Stocks rose in early trading as Big Tech earnings delivered on optimism around the AI boom, with Microsoft Corp. on course to become the second company to reach a $4 trillion market capitalization.4) Mark Lehmann, CEO at Citizens JMP, on growing M&A sentiment and how the AI race is playing out in San Francisco. It comes as Meta said yesterday it is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence.5) Anurag Rana, Senior Tech Analyst at Bloomberg Intelligence, wraps Microsoft earnings and looks ahead to Amazon and Apple.See omnystudio.com/listener for privacy information.

31 Heinä 52min

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance|Federal Reserve Chair Jerome Powell said interest rates are in the right place to manage continued uncertainty around tariffs and inflation, tempering expectations for a rate cut in September.“There are many, many uncertainties left to resolve,” Powell told reporters Wednesday following the central bank’s decision to once again keep rates unchanged. “It doesn’t feel like we are very close to the end of that process.”The Federal Open Market Committee voted 9-2 to hold its benchmark federal funds rate in a range of 4.25%-4.5%, as they have at each of their meetings this year. Governors Christopher Waller and Michelle Bowman voted against the decision in favor of a quarter-point cut.Traders pared back their expectations for rate cuts as Powell spoke. Interest-rate futures indicated roughly even odds on a reduction at the next meeting in September, down from about 60% earlier in the day. Treasuries extended losses, the dollar surged to the highest since May and the S&P 500 fell.In their post-meeting statement, officials downgraded their view of the US economy, saying “recent indicators suggest that growth of economic activity moderated in the first half of the year.” The Fed had previously characterized growth as expanding “at a solid pace.”See omnystudio.com/listener for privacy information.

30 Heinä 31min

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

30 Heinä 4min