Market Rises amid Policy Uncertainty
Bloomberg Surveillance27 Jun 2025

Market Rises amid Policy Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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(4312)

Dollar in Flux Ahead of FOMC Decision

Dollar in Flux Ahead of FOMC Decision

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 28th, 2026Featuring:1) Constance Hunter, Chief Economist...

28 Jan 43min

Bloomberg Surveillance TV: January 28th, 2026

Bloomberg Surveillance TV: January 28th, 2026

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy ...

28 Jan 26min

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with MAI Capital’s Chris Grisanti & Cameron Dawson of New...

27 Jan 3min

Bloomberg Surveillance TV: January 27th, 2026

Bloomberg Surveillance TV: January 27th, 2026

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listene...

27 Jan 24min

Tech Leads Charge Ahead of FOMC Meeting

Tech Leads Charge Ahead of FOMC Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 27th, 2026Featuring:1) Cameron Dawson, Chief Investment Of...

27 Jan 27min

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former H...

26 Jan 4min

Bloomberg Surveillance TV: January 26th, 2026

Bloomberg Surveillance TV: January 26th, 2026

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals ...

26 Jan 14min

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 26th, 2026Featuring:1) Seth Carpenter, Global Head of Macro...

26 Jan 27min

Populært innen Business og økonomi

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