Bloomberg Surveillance TV: August 12th, 2025

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

27 Touko 4min

- Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management- Amanda Lynam, Head: Macro Credit Research at BlackRock- Terry Haines, founder at Pangaea Policy- Lynn Martin, President of NYSE Amanda Lynam, Head: Macro Credit Research at BlackRock, joins to discuss opportunities in corporate credit as bond market yields remain stubbornly high. Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, talks about opportunities in equities as President Trump pivots on EU tariffs and as the bond market signals more warnings about the US debt and deficit. Terry Haines, founder at Pangaea Policy, joins to talk about President Trump's economic policies and support heading into the summer. Lynn Martin, NYSE president, on IPO activity in 2025.See omnystudio.com/listener for privacy information.

27 Touko 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 27th, 2025Featuring:1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, talks about why he remains constructive on the US economy and the potential for a cyclical recovery in the US. The dollar bounced back, and equity-index futures for the S&P 500 and Nasdaq 100 jumped more than 1%, as President Donald Trump extended a deadline on implementing aggressive Euro-area tariffs.2) Nicholas Burns, former US ambassador to China, joins for an extended discussion on US-China relations and where they stand in a second Trump administration. The plans for a new version of China's "Made in China 2025" campaign indicate that China will largely stick to its strategy of prioritizing manufacturing, despite criticism from the US and Europe, and will focus on developing core technologies such as semiconductors and new energy materials.3) Jane Foley, Head of FX Strategy at RaboBank, talks about dollar weakness and the yen carry trade amid noise coming out of the Japanese bond market. Tong-term government bonds yields in Europe and Asia also fell, while the yen and other currencies declined, as investors reacted to the news from Japan. Japan’s 20-year bond yield slid as much as 21 basis points after Bloomberg News reported the nation’s finance ministry asked market participants for their views on the appropriate amount of government debt issuance.4) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the trade deals likely not to materialize for President Trump's administration, and what types of tariff rates the US could expect this summer5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on bringing plus-ones on work trips and a WSJ story on the skyrocketing cost of a Hamptons girls weekend trip.See omnystudio.com/listener for privacy information.

27 Touko 43min

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

23 Touko 4min

- Jim Bianco, president and founder at Bianco Research- Nadia Lovell, Senior Strategist: US Equity at UBS- Dana Telsey, CEO at Telsey Advisory Group- Russell Brownback, Head: Global Macro Positioning at BlackRock Jim Bianco, president and founder at Bianco Research and Nadia Lovell, Senior Strategist: US Equity at UBS, join to offer their outlook on US equities and whether it could sustain its post-Liberation Day rebound. Dana Telsey, CEO at Telsey Advisory Group, discusses consumer health and the outlook for luxury goods in the US and globally. Russell Brownback, Head: Global Macro Positioning at BlackRock, talks about signals from the bond market globally after the House passed its tax bill.See omnystudio.com/listener for privacy information.

23 Touko 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 23rd, 2025Featuring:1) Sebastien Page, head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, joins for an extended discussion on whipsawing markets and where money managers are allocating their money in an increasingly uncertain economic environment. The S&P 500 remains on course for its worst weekly performance since the selloff following President Donald Trump’s tariff announcements at the beginning of the April.2) Barry Eichengreen, professor at University of California-Berkeley, talks about the Trump administration's international economic policies and whether they serve both global and domestic interests. It comes as US businesses are the most worried about the impact of President Donald Trump’s shifting tariff policies on their revenues, with more than half projecting a hit of at least 25% to their revenue, according to a survey by HSBC.3) Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, talks about continued signals from global bonds about US debt and whether it's just another warning signal that will pass. Many investors believe Trump has learned his lesson and will implement a more modest tariff plan, which is why they are no longer worried about the impact of tariffs on the market, but the market is still susceptible to macro shocks, and investors are now focusing on fundamentals.4) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss President Trump's tweets on tariffs that would affect Apple and the EU.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on expensive mocktails and a Bloomberg News story on Tom Cruise receiving an aircraft carrier for one of his missions.See omnystudio.com/listener for privacy information.

23 Touko 37min

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

22 Touko 4min

- Greg Peters, Co-CIO at PGIM Fixed Income- Scott Chronert, Head: US Equities at Citi- Nela Richardson, Chief Economist at ADP- Nisha Patel, Portfolio Manager: Fixed Income at ParametricGreg Peters, Co-CIO at PGIM Fixed Income, joins to discuss yesterday's Treasury Auction and warning signs coming from the bond market. Scott Chronert, Head: US Equities at Citi, discusses his S&P 500 target for 2025 and headwinds equities face amid tariff and tax uncertainty. Nisha Patel, Portfolio Manager: Fixed Income at Parametric, discusses tax loss harvesting amid the House passing its tax bill and portfolio management in an uncertain economic environment. Nela Richardson, Chief Economist at ADP, reacts to US jobless claims.See omnystudio.com/listener for privacy information.

22 Touko 27min