Bloomberg Surveillance13 Elo 2025

Market Optimism and Trump-Putin

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 13th, 2025
Featuring:
1) Jens Nordvig, founder & CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar.
2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss recent eco data and why September may mark the beginning of a Fed easing cycle. Equity markets are swept up in a risk-on rally as a modest rise in US goods prices has tempered fears over the impact of tariffs, bolstering bets that the Fed will resume rate cuts.
3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins to discuss his S&P target and why he remains extra bullish in the second half of 2025. A rally in global stocks persisted as expectations for Federal Reserve interest rate cuts stoked risk-on sentiment and drove bond yields lower.
4) Stephanie Baker, Senior Writer with Bloomberg News, previews the Trump-Putin Summit. Vladimir Putin is heading to a summit with President Trump confident that Russia is in a dominant position on the battlefield as his military advances in Ukraine. Putin has repeatedly rejected calls for a ceasefire and is likely to seek major territorial concessions in return for one, according to the article.
5) Brent Schutte, Chief Investment Officer at Northwestern Mutual, brings us into the market open and talks about a potential equity boon from rate cuts.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(4577)

Bloomberg Surveillance TV: July 2nd, 2026

Featuring: Peter Tchir, Director & Head of Macro Strategy at Academy Securities Priya Misra, Managing Director & Portfolio Manager at JP Morgan Investment Management Stephanie Roth, Chief Economist a...

2 Heinä 19min

June Jobs Day

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 2, 2026Featu...

2 Heinä 32min

Bloomberg Surveillance TV: July 1st, 2026

Featuring: Victoria Fernandez, Chief Market Strategist at Crossmark Global Angelo Zino, Senior VP & Head: Technology at CFRA Ivan Espinosa, President & CEO of Nissan Motor Co. See omnystudio.com/list...

1 Heinä 21min

Finding Market Direction Amid Uncertainty

1 Heinä 27min

Bloomberg Surveillance TV: June 30th, 2026

Featuring: John Stoltzfus, Managing Director & Chief Investment Strategist at Oppenheimer & Co. Dan Ives, Managing Director & Global Head: Technology Research at Wedbush Securities Rebecca Babin, Man...

30 Kesä 23min

The US Macroeconomic Picture

30 Kesä 33min

Bloomberg Surveillance TV: June 29th, 2026

Featuring: Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth Momei Qu, Managing Director: PSP Growth at PSP Capital Partners Nur Cristiani, Head of LATAM Investment Strategy at JP M...

29 Kesä 17min

Instant Reaction: Supreme Court Blocks Trump from Firing Fed's Lisa Cook

The US Supreme Court ruled that Federal Reserve Governor Lisa Cook can stay in her job for now, reinforcing the central bank’s independence from the White House and dealing a setback to President Dona...

29 Kesä 28min