Market Rises amid Policy Uncertainty

Market Rises amid Policy Uncertainty

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025
Featuring:
1) Neil Dutta, Head of US Economic Research at Renaissance Macro, reacts to PCE and breaks down the latest economic data. Stocks gained in early trading as the US moved closer to trade deals with China and other major trading partners, with expectations rising for Federal Reserve interest-rate cuts this year.
2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, talks about her "US Policy Pulse" note on the energy sector and geopolitical dynamics, and can also discuss the tax bill and tariff deadline. China and the US have further confirmed details of a trade framework and the Treasury Department has announced a deal with G-7 allies to exclude US companies from some taxes imposed by other countries in exchange for removing the Section 899 "revenge tax" proposal from President Trump's tax bill.
3) Freya Beamish, Chief Economist at TS Lombard, talks about global bond market signals and US economic resilience. The Stoxx Europe 600 index climbed in early trading after data Friday showed inflation inched up in France and Spain, but not enough to concern European Central Bank officials who are optimistic that their 2% target will be met sustainably this year.
4) James Steel, Chief Commodities Analyst at HSBC, talks about gold hitting record highs and the outlook for gold and other metals.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on Target trying to compete with Costco and an FT story on whether K-pop losing steam.

See omnystudio.com/listener for privacy information.

Episoder(4376)

Emons: markets disagree with fundamentals (Correct)

Emons: markets disagree with fundamentals (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with To...

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7am-8am ET: Emons & Swagel (Correct)

7am-8am ET: Emons & Swagel (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Sw...

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Parra: Bush withdrawal sign of GOP implosion

Parra: Bush withdrawal sign of GOP implosion

Prospero Latino's Jose Danta Parra says that years from now, if historians were looking to put a date on when the Republican party imploded, it would be the day that Jeb Bush withdrew. He joins Tom Ke...

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Dhawan: strong vehicle sales fueling U.S. growth

Dhawan: strong vehicle sales fueling U.S. growth

Georgia State University's Rajeev Dhawan says the car sector is one of the biggest drivers of U.S. economic growth right now. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...

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Bonier: people who vote in primaries tend to be older

Bonier: people who vote in primaries tend to be older

Clarity Campaign Lab Founder Tom Bonier says the results of primaries are being skewed by lower turnout of young voters. He joins Tom Keene and Michael McKee on a special 'Super Tuesday' edition of Bl...

1 Mar 20168min

Stockton: Fed struggling with tension between market & economy

Stockton: Fed struggling with tension between market & economy

Peterson Institute's David Stockton says the disconnect between strong economic data and jittery markets is complicating the Fed's policymaking. He joins Tom Keene and Michael McKee on Bloomberg Surve...

1 Mar 201612min

9am-10am ET: Stockton, Bonier, Dhawan & Parra

9am-10am ET: Stockton, Bonier, Dhawan & Parra

It's a special 'Super Tuesday' edition of Bloomberg Surveillance. Tom Keene and Michael McKee head to DC for perspective on the presidential primaries with Clarity Campaign Lab Founder Tom Bonier and ...

1 Mar 201642min

Cohen: rhetoric during primaries is embarrassing

Cohen: rhetoric during primaries is embarrassing

Cohen Group's William Cohen says the level of rhetoric taking place during the primaries is embarrassing on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

1 Mar 201611min

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