Previewing Jackson Hole

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice ChairFederal Reserve Chair Jerome Powell carefully opened the door to an interest-rate cut in September, pointing to rising risks for the labor market even as worries over inflation remain.“The stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance,” Powell said in remarks prepared for the Fed’s annual conference in Jackson Hole, Wyoming on Friday. “Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” Following Powell’s remarks investors boosted bets that the Federal Open Market Committee would cut rates at their Sept. 16-17 meeting. See omnystudio.com/listener for privacy information.

22 Elo 36min

- Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City- Betsy Duke, former Federal Reserve Governor- Claudio Irigoyen, Head: Global Economics Research at Bank of America- John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City, sits down with Bloomberg's Michael McKee for an extended discussion, covering topics that include Fed independence, the labor market, and the Fed's position on inflation. Betsy Duke, former Federal Reserve Governor, discusses Fed independence and the Trump administration's pressure to oust Fed governor Lisa Cook. Claudio Irigoyen, Head: Global Economics Research at Bank of America, discusses the US economic and market outlook amid uncertainty surrounding labor and inflation. John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses his outlook for the S&P and 2025 and the bull case for equities.See omnystudio.com/listener for privacy information.

21 Elo 34min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring:1) Michael McKee, International Economics & Policy correspondent from Bloomberg News, joins from Jackson Hole. Traders are staying cautious ahead of Fed Chair Jerome Powell’s speech on Friday for guidance on the path for interest rates. Overshadowing Powell's speech is an attempt by the Trump administration to oust Fed governor Lisa Cook as it looks to reshape the FOMC.2) Wendy Schiller, professor at Brown University, on the latest DC headlines and how President Trump's next priority appears to be reshaping the Fed. President Trump's campaign to oust Federal Reserve Governor Lisa Cook would give him the opportunity to exert more influence over the US central bank by securing a majority on its seven-member board of governors. If Cook were to depart, it would pave the way for four of the seven slots on the Fed's Board of Governors to be filled by Trump appointees.3) Kara Murphy, CIO at Kestra Investment Management, brings us into the market open and discusses the "Rip van Winkle" Q2 and the outlook for markets and earnings growth. US stock futures pointed to more weakness for tech shares on Thursday after days of selling as investors awaited the Federal Reserve’s gathering at Jackson Hole.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insiders story on older Americans looking for work and a WSJ story on a 9-9-9 rule in baseball.See omnystudio.com/listener for privacy information.

21 Elo 23min

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

20 Elo 3min

Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management-Eugenio Aleman, Raymond James Chief Economist-Eric Freedman, US Bank CIOSee omnystudio.com/listener for privacy information.

20 Elo 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring: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.

20 Elo 31min

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

19 Elo 3min