Bloomberg Surveillance3 Syys 2025

Global Bond Selloff

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney September 3rd, 2025
Featuring:
1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&P target as he remains bullish on equities. Stocks in the premarket rebounded modestly as traders tracked the selloff in long-dated bonds, fueled by anxiety over inflation and mounting government debt.
2) Wei Li, Global Chief Investment Strategist at BlackRock, talks about the global bond selloff and upward pressure on yields. Treasuries this morning fell, lifting US 30-year borrowing costs to within a whisker of touching 5% for the first time since July, as a global selloff of government bonds deepened. The yield climbed as much as four basis points to 4.999%, mirroring similar moves in the UK and Japan.
3) Johanna Chua, Head of Emerging Market Economics, and Chief Asia Economist at Citi, discusses the global bond selloff and yields rising in Japan, as well as the outlook for Chinese growth. Meanwhile, Chinese President Xi Jinping showcased the nation's growing firepower and diplomatic influence at a military parade alongside international allies, including Russia's Vladimir Putin and North Korea's Kim Jong Un.
4) Libby Cantrill, Head: Public Policy at PIMCO, discusses the possible government shutdown, Stephen Miran Fed nomination and Lisa Cook latest, as well as President Trump's tariff court battle.

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(4504)

Single Best Idea with Tom Keene: Bob Hormats & Ian Lyngen

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Hormats & Ian Lyngen. Watch Tom and Paul LIVE ev...

15 Touko 4min

Bloomberg Surveillance TV: May 14th, 2026

Featuring: Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld Dr. Nela Richardson, Chief Economist & ESG Officer at ADP Federal Reserve Governor Stephen Miran See omnystudio.com/listener for p...

14 Touko 27min

Single Best Idea with Tom Keene: Seema Shah & Paul Quinsee

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Seema Shah & Paul Quinsee. Watch Tom and Paul LIVE e...

14 Touko 3min

Inflation and Geopolitics Impact Markets

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, May 14, 2026Featu...

14 Touko 28min

Bloomberg Surveillance TV: May 13th, 2026

Featuring: Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale Dr. Seth Carpenter, Managing Director & Global Head: Macro Research at Morgan Stanley Theirry Wizman, ...

13 Touko 17min

Single Best Idea with Tom Keene: Simon White & Ben McMillan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Simon White & Ben McMillan. Watch Tom and Paul LIVE ...

13 Touko 4min

Private Credit Stress Test as Market Carries On

13 Touko 27min

Single Best Idea with Tom Keene: Ed Yardeni & Constance Hunter

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni & Constance Hunter. Watch Tom and Paul LI...

12 Touko 5min