Jackson Hole's Impact on the Economy, Markets React

Jackson Hole's Impact on the Economy, Markets React

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025
Featuring:
1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets.
2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Jackson Hole and what we can expect to hear from Fed Chair Jay Powell.
3) Alicia Levine, Head of Investment Strategy and Equities at BNY, on how Trump's tariffs have quieted concerns about the deficit.
4) Lisa Mateo joins with the latest headlines in newspapers across the US...including how makeup is the answer for Louis Vuitton and Chipotle wants to turn dorm rooms into burrito bowls.

See omnystudio.com/listener for privacy information.

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Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surv...

17 Helmi 201611min

Abramowicz: junk bond world has become toxic

Abramowicz: junk bond world has become toxic

Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Helmi 201611min

9am-10am ET: Kashkari, Abramowicz & Ghahramani

9am-10am ET: Kashkari, Abramowicz & Ghahramani

The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani ex...

17 Helmi 201642min

8am-9am ET: Friedman, Lawson & Schork

8am-9am ET: Friedman, Lawson & Schork

Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jeremy Lawson takes the pulse of the U.S. economy. And ...

17 Helmi 201642min

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to discuss the rebellion against the NCAA. WPP's Marti...

17 Helmi 201642min

Bloomberg Surveillance: Cohen & Dequadros

Bloomberg Surveillance: Cohen & Dequadros

Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturing numbers. All this and more on Bloomberg Surveil...

16 Helmi 201642min

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technica...

16 Helmi 201642min

Bloomberg Surveillance: Roschelle & Kasman

Bloomberg Surveillance: Roschelle & Kasman

PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All that and more with Tom Keene and Michael McKee on Bl...

12 Helmi 201642min

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