Markets Welcome Tariff Negotiations amid Uncertainty

Markets Welcome Tariff Negotiations amid Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 25th, 2025
Featuring:
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the bond market, the Fed, and outlook for markets. The dollar strengthened in early trading, while the yen and Swiss franc retreated, as investor demand for non-US haven assets waned amid signs of progress in the White House's engagement with major trading partners.
2) Tim Adams, CEO for the Institute of International Finance, joins for an extended discussion on his talks with US Treasury Secretary Scott Bessent this week and conversations from the IMF. Bessent called for a course correction for the International Monetary Fund and World Bank, saying they serve "critical roles" and the Trump administration is willing to work with them.
3) Meghan Graper, Global Head: Debt Capital Markets at Barclays Capital, talks about the bright side of so much uncertainty: investment grade credit. Currently, markets favor a quarter-point cut in June and a total of three such reductions by year-end, with some experts predicting slow and bumpy progress in US-China relations but possible net positive newsflow via trade deal announcements.
4) Leslie Palti-Guzman, founder at Energy Vista, talks about the liquid natural gas (LNG) being used as a key strategic favor and retaliation in tariff and trade negotiations.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ Story on why baby strollers are getting hit the hardest by China tariffs and the New York Times report on ChatGPT costs.

See omnystudio.com/listener for privacy information.

Episoder(4317)

Single Best Idea with Tom Keene: Nouriel Roubini & Rebecca Patterson

Single Best Idea with Tom Keene: Nouriel Roubini & Rebecca Patterson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Nouriel Roubini & Rebecca Patterson.Watch Tom and ...

18 Feb 2min

Bloomberg Surveillance TV: February 18th, 2026

Bloomberg Surveillance TV: February 18th, 2026

Featuring: Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Mitchell Green, Founder and Managing Partner at Lead Edge Capital Alicia Levine, Head of Investment Strategy & Equ...

18 Feb 26min

Investors Navigate AI Disruption Fears

Investors Navigate AI Disruption Fears

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 SweeneyWednesday, February 18th, 2...

18 Feb 40min

Single Best Idea with Tom Keene: Holger Schmieding & Dan Skelly

Single Best Idea with Tom Keene: Holger Schmieding & Dan Skelly

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Berenberg’s Holger Schmieding & Dan Skelly of Mo...

17 Feb 2min

Bloomberg Surveillance TV: February 17th, 2026

Bloomberg Surveillance TV: February 17th, 2026

Featuring: Ed Yardeni, President, Founder & Chief Investment Strategist at Yardeni Research Terry Haines, Founder of Pangaea Policy Momei Qu, Managing Director: PSP Growth at PSP Capital Partners See...

17 Feb 20min

Bond Bulls Emerge as Risk-Off Sentiment Builds

Bond Bulls Emerge as Risk-Off Sentiment Builds

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 SweeneyTuesday, February 17th, 202...

17 Feb 28min

Special Coverage: A Conversation with Secretary of State Marco Rubio

Special Coverage: A Conversation with Secretary of State Marco Rubio

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message o...

14 Feb 13min

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley’s Jim Caron & Anurag Rana of Bloo...

13 Feb 3min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
pengepodden-2
utbytte
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
rss-investering-gjort-enkelt