Market Sentiment and Rate Cut Outlook

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

23 Syys 3min

- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab- Wally Adeyemo, Former Deputy Secretary at US Treasury- Kristen Bitterly, Head: Wealth At Work at Citi- Stephen Stanley, Chief Economist at Santander Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talk about the outlook for equities and risks in markets. Wally Adeyemo, Former Deputy Secretary at US Treasury, discusses federal spending and federal economic priorities. Kristen Bitterly, Head: Wealth At Work at Citi, on asset allocation and the outlook for broader markets. Stephen Stanley, Chief Economist at Santander, talks about recent eco data and the direction of the US economy.See omnystudio.com/listener for privacy information.

23 Syys 31min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025Featuring:1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand amid geopolitical upheaval.2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about equity risks and staying in the market. Investors are awaiting fresh Fed signals ahead of a speech by Chair Jerome Powell as earnings season looms as the next big test for stocks.3) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital Management, discusses complacent markets and fiscal fears in the bond market.4) Margaret Franklin, CEO at the CFA Institute, joins to talk about impact of AI on CFA and sustainability goals amid climate week.See omnystudio.com/listener for privacy information.

23 Syys 30min

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

22 Syys 4min

- Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley- Krishna Guha, Vice Chairman at Evercore ISI- Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management- Venu Krishna, Head: US Equity Strategy at BarclaysAndrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, discusses his outlook for the US economy and investment opportunities across equities, fixed income, and commodities. Krishna Guha, Vice Chairman at Evercore ISI, talks rate cuts, Fed independence, and the direction of the US economy. Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, talks about fixed income investment strategies. Venu Krishna, Head: US Equity Strategy at Barclays, talks about the sustainability of the equity rally.See omnystudio.com/listener for privacy information.

22 Syys 33min

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Claudia Sahm, Chief Economist at New Century Advisors- Marissa Adams, Head: Global Trade Solutions at HSBC- Jeannette Lowe, Director: Policy Research at Strategas Securities James Bullard, former St. Louis Fed President and Dean of Purdue Business School, discusses this week's Fed decision and the outlook for rates and labor in the US. Jeannette Lowe, Director: Policy Research at Strategas Securities, discusses Federal spending priorities and recent political headlines. Marissa Adams, Head: Global Trade Solutions at HSBC, discusses the latest developments on US tariffs and trade. Claudia Sahm, Chief Economist at New Century Advisors, reacts to this week's eco data and Fed decision.See omnystudio.com/listener for privacy information.

19 Syys 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 19th, 2025Featuring:1) Yelena Shulyatyeva, Senior Economist at the Conference Board, joins for a discussion on the Fed's rate cut and the US economic outlook. US stocks are set for a quieter finish to a busy week after the Federal Reserve’s first step in a likely series of rapid interest rate cuts propelled markets to fresh records.2) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what comes next for markets after the Fed's long-anticipated rate cut. Looser policy is giving equity bulls a tailwind just as lofty valuations run up against bearish seasonal trends, with investors seeing plenty to keep equities climbing after a stellar rally.3) Hessam Nadji, CEO at Marcus & Millichap, joins to discuss how lowered interest rates could reshape real estate, Commercial Real Estate, and whether the concerns over CRE continue to be overblown.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a NYT story on a new study showing men seek weight loss treatment far less than women and WSJ's report on more homeowners spending big on outdoor cat patios, dubbed "Catios."See omnystudio.com/listener for privacy information.

19 Syys 28min