Podme er en del av Schibsted Media. Schibsted Media AS er ansvarlig for dine data på dette nettstedet. Les mer
Trump 'Wounds' Are Self-Inflicted, Valliere Says

Trump 'Wounds' Are Self-Inflicted, Valliere Says

Greg Valliere, Horizon Investments' chief global strategist, says Trump's "wounds" are self-inflicted by his sensitivity to criticism and inability to let the Russia story go. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Europe inflation is under target. Jim Barry, BlackRock's head of real assets, says the U.S. has underinvested in infrastructure for 30 to 40 years. Finally, Robert Hormats, vice chairman of Kissinger Associates, says a well-functioning global economy would make America great again.

See omnystudio.com/listener for privacy information.

Oppdag Premium

Prøv 14 dager gratis

Prøv gratis
Arrow Right

Episoder(3743)

Instant Reaction: Jay Powell on the Fed Decision 

Instant Reaction: Jay Powell on the Fed Decision 

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve Chair Jerome Powell said officials are not in a hurry to adjust interest rates, adding tariffs could lead to higher inflation and unemployment. “If the large increases in tariffs that have been announced or sustained, they’re likely to generate a rise in inflation, a slowdown in economic growth and an increase in unemployment,” Powell said Wednesday at the conclusion of a two-day meeting in Washington. “The effects on inflation could be short lived, reflecting a one time shift in the price level,” he said. But it’s “also possible that the inflationary effects could instead be more persistent.” Officials voted unanimously to keep the benchmark federal funds rate in a range of 4.25% to 4.5%, where it has been since December. In a statement, policymakers said they see a growing risk of both higher inflation and rising unemployment. “Uncertainty about the economic outlook has increased further,” the Federal Open Market Committee said in a statement. They added, “the risks of higher unemployment and higher inflation have risen.” The S&P 500 index of US stocks and Treasury yields fell following the announcement, while the dollar pared gains.See omnystudio.com/listener for privacy information.

7 Mai 28min

Single Best Idea with Tom Keene: Mike Green & Frances Donald

Single Best Idea with Tom Keene: Mike Green & Frances Donald

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

7 Mai 4min

Bloomberg Surveillance TV: May 7, 2025

Bloomberg Surveillance TV: May 7, 2025

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Priya Misra, Portfolio Manager at JPMorgan Asset Management- Keith Lerner, Co-CIO at Truist- Tom Porcelli, Chief US Economist at PGIM Fixed IncomeJulian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade deals. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market on the outlook for inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his outlook on equities and markets. Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses inflation, the US economy, and today's Fed meeting.See omnystudio.com/listener for privacy information.

7 Mai 35min

Tariff Uncertainty Ahead of Fed Meeting

Tariff Uncertainty Ahead of Fed Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 7th, 2025Featuring:1) Mike Green, Chief Strategist at Simplify Asset Management, joins for an extended discussion on the outlook for equities, what's behind the jobs report figures, the "ETF-ification" of the market, and talks about why he believes the "obsession" with inflation is overblown. US stock futures rose and the dollar gained as China and the US prepared to hold their first confirmed trade talks since President Trump unleashed his global tariff war.2) Christel Rendu de Lint, co-CEO at Vontobel Asset Management, joins to discuss the global economic outlook amid the tariff environment and favorable asset classes post-tariff announcement. With China and the US preparing for trade talks, the meeting will focus on de-escalation rather than reaching a deal, and Treasury Secretary Scott Bessent said the current tariff rates aren’t sustainable.3) Frances Donald, Chief Economist at RBC Capital Markets, on slower growth and higher prices in the US economy. The Federal Reserve’s meeting on Wednesday is next up for investors, with traders looking for clues on how soon the central bank could embark on policy easing and how deep the rate-cutting cycle might be.4) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, on why today's Fed meeting won't be about a rate move, but decoding the Powell puzzle. US Treasuries slipped ahead of the Federal Reserve's interest-rate decision, with investors betting on a slower pace of monetary easing due to data suggesting economic resilience. The Fed's decision and comments from Chair Jay Powell to be closely scrutinized for insight into officials' interpretation of recent data.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on high-schoolers with $70,000-a-year job offers and the FT's story on sandals in the workplace.Eric MolloSee omnystudio.com/listener for privacy information.

7 Mai 40min

Single Best Idea with Tom Keene: Torsten Slok & Jeffrey Rosenberg

Single Best Idea with Tom Keene: Torsten Slok & Jeffrey Rosenberg

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

6 Mai 4min

Bloomberg Surveillance TV: May 6, 2025

Bloomberg Surveillance TV: May 6, 2025

- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- French Hill, Republican US House Representative: Arkansas- Jonathan Pingle, Chief US Economist at UBS- Jason Bazinet, Global Head: EMT Sector at Citi Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss how equities are faring ahead of this week's Fed decision and how Chair Jay Powell's comments could shape the direction of the market. French Hill, Republican US House Representative: Arkansas, talks about his role as Chairman of the Financial Services Committee and Congressional priorities heading into the summer. Jonathan Pingle, Chief US Economist at UBS, talks about the outlook for the US economy and inflation amid uncertain tariff policy. Jason Bazinet, Global Head: EMT Sector at Citi, talks about President Trump's proposed tariffs on the film industry.See omnystudio.com/listener for privacy information.

6 Mai 32min

Tariff Uncertainty Ahead of the Fed Meeting

Tariff Uncertainty Ahead of the Fed Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 6th, 2025Featuring:1) Torsten Slok, Chief Economist at Apollo, joins for an extended discussion on tariffs, the outlook for the US economy, a potential recession in 2025, and this week's Fed meeting. Global stocks fell today due to concerns about the trade war's impact on companies and the world economy. Recent optimism fueled by US trade concessions is fading, and markets are bracing for an economic slowdown, with investors reducing exposure to the US and expecting fewer Federal Reserve interest-rate cuts.2) Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, offers his outlook for the US economy, signals from the bond market, and long/short strategies as investors weigh how to play stocks and bonds. Investors are coming around to the view that the Fed won’t cut interest rates as early or as deeply as earlier anticipated. While it’s expected to leave interest rates on hold this week, money markets have pushed back the timing of the first reduction to July and see three cuts by year-end, rather than the four they had expected a week ago. 3) Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab, talks about client activity, where investors are playing risk in markets, and what concerns they're expressing amid growing economic uncertainty. While the spot VIX index has fallen to near where it was before stocks slumped on tariff fears in early April, the VIX futures curve is signaling concerns that the market turbulence may return.4) Zohran Mamdani, NYC Mayoral Candidate and NYC assemblyman, discusses his candidacy for mayor, his proposed policies, and whether Democratic Socialists like him are a key piece of the future of the national Democratic platform. According to one Democrat - NY House Rep. Pat Ryan - Democrats must take more risks to counter the GOP power trifecta successfully or they could face an extended stint on the sidelines.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including reports on the fashion and fundraising from the Met Gala and a WSJ exclusive on the Trump administration holding schools responsible for students paying back their loans.See omnystudio.com/listener for privacy information.

6 Mai 48min

Single Best Idea with Tom Keene: Ian Lyngen & Robert Schiffman

Single Best Idea with Tom Keene: Ian Lyngen & Robert Schiffman

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

5 Mai 4min

Prøv gratis for å se alle episoder
Arrow right

Reklamefrie Premium-podkaster

Hør populære podkaster som Storefri med Mikkel og Herman, Ida med hjertet i hånden, Krimpodden og mye mye mer

Skap din egen podkastboble

I appen skaper du ditt eget bibliotek med favoritter, og vi gir deg også anbefalinger til podkaster du ikke kan gå glipp av.

Prøv 14 dager gratis

Dersom du er ny Podme-bruker får du 14 dager gratis prøveperiode når du oppretter abonnement

Premium

kr 99/mnd

  • Tilgang til alle Premium-podkaster
  • Alle podkaster fra VG, Aftenposten, BT og SA
  • Tilgang til alle våre Premium-podkaster
  • Ingen bindingstid. Avslutt når du ønsker
Prøv 14 dager gratis

Historiene og stemmene du vil høre

Ubegrenset tilgang til alle dine favorittpodkaster

Les mer
Arrow Right