Bloomberg Surveillance TV: July 14th, 2025

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

17 Sep 3min

- Brian Moynihan, CEO at Bank of America- Jim DeMare, Co-President at Bank of America- Savita Subramanian, Head of US Equity and Quantitative Strategy at Bank of America- Aditya Bhave, Senior US Economist at Bank of America A special edition of the Surveillance from Bank of America’s trading floor in NYC, featuring conversations with Bank of America CEO Brian Moynihan, Co-President Jim DeMare, Head of US Equity and Quantitative Strategy Savita Subramanian, and Senior US Economist Aditya Bhave.See omnystudio.com/listener for privacy information.

17 Sep 47min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 17th, 2025Featuring:1) Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on Treasury steepening and what it indicates about rate easing over the next 12 months. Stocks treaded water as markets saw muted moves across most asset classes, with traders taking bets off the table ahead of Wednesday’s Federal Reserve interest-rate decision. The risk is that policymakers sound less dovish to keep inflation in check, with a quarter-point cut at this meeting and three more by April already priced in.2) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and talks about how a rate cut affects markets and the economy. The Fed is likely to balance this against still-elevated services inflation, maintaining a degree of flexibility in its messaging, with today’s meeting set to mark the official start of the easing cycle.3) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about continued inflows into private credit. Meanwhile, traditional investment firms are under pressure to expand into private markets and alternative investments, with some attempting takeovers and partnerships that have yet to pay off.4) Andrew Hollenhorst, Chief US Economist at Citi, joins to talk about yesterday's retail sales and recent eco data and what it means for the Fed today.See omnystudio.com/listener for privacy information.

17 Sep 26min

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

16 Sep 4min

- Steven Ricchiuto, Chief US Economist at Mizuho- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP- Elyas Galou, Senior Investment Strategist at Bank of America Steven Ricchiuto, Chief US Economist at Mizuho, discusses the outlook for the US economy as the Fed appears to begin its next easing cycle. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and rate cuts in 2025. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, on President Trump's latest trade and economic priorities. Elyas Galou, Senior Investment Strategist at Bank of America, discusses the findings in the bank's recent Fund Managers Survey.See omnystudio.com/listener for privacy information.

16 Sep 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 16th, 2025Featuring:1) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY, on her S&P target and the sustainability of the equity rally. Stock bulls are riding high ahead of the Fed’s widely expected 25-basis-point cut on Wednesday, the first move in a policy easing round projected to run into 2026. Rate-sensitive tech shares have led the charge in the post-Liberation Day rebound, fueled by enthusiasm over the vast earnings potential tied to artificial intelligence.2) Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, brings us into retail sales and talks about consumer health and the luxury sector. With the jobs market softening and prices rising, questions remain over how long consumers will keep spending freely.3) Liza Crawford, Co-Head of Globalized Securitized at TCW, brings us into the market open and talks asset backed finance and digital infrastructure.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including an FT story on Prime Vision Football and the Washington Post's coverage of DC's first phone free bar.See omnystudio.com/listener for privacy information.

16 Sep 31min

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

15 Sep 3min

- Christian Nolting, Global CIO at Deutsche Bank- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President- Greg Peters, Co-CIO at PGIM Fixed Income- Abigal Watt, Economist at UBS Christian Nolting, Global CIO at Deutsche Bank, offers his equity outlook in the US and across global economies. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his latest commentary and previews the upcoming Fed meeting. Greg Peters, Co-CIO at PGIM Fixed Income, talks about opportunities across fixed income and warnings from the bond market. Abigail Watt, Economist at UBS, joins for a discussion on markets, the US economy, and business investment. See omnystudio.com/listener for privacy information.

15 Sep 25min