Bloomberg Surveillance TV: August 6th, 2025

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

15 Mai 5min

- Jamie Dimon, CEO and Chairman of JPMorgan Chase- Jim Zelter, President at Apollo Global Management- Gene Seroka, Executive Director at the Port of LA- Nela Richardson, Chief Economist at ADPBloomberg's Francine Lacqua sits down exclusively with Jamie Dimon, CEO and Chairman of JPMorgan Chase from the JPMorgan Global Markets Conference in Paris. Jim Zelter, President at Apollo Global Management, offers his outlook for markets and inflation amid growing economic uncertainty in the US and globally. Gene Seroka, Executive Director at the Port of LA, discusses the outlook for imports and shipping as US-China trade relations ease. Nela Richardson, Chief Economist at ADP, reacts to retail sales and jobless claims and and offers her outlook for the consumer.See omnystudio.com/listener for privacy information.

15 Mai 42min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 15th, 2025Featuring:1) Michael Darda, Chief Economist at Roth Capital Partners, talks about a decreased recession risk as trade deals begin and why Trump's raising taxes and increasing the marginal tax rate won't necessarily lead to economic and financial upheaval. Traders are looking ahead to a speech by Federal Reserve Chair Jerome Powell and a slew of economic reports to gauge the sustainability of the recent equity rally, with billionaire Steve Cohen predicting a 45% chance of a US recession.2) Gene Seroka, CEO at the Port of LA, joins for a discussion on shipping and why normalizing relations with China won't lead to a surge in imports. Recently, Seroka has noted that the US-China tariff truce likely won't cause businesses to frontload inventory.3) Michelle Meyer, Chief Economist, North America at the MasterCard Economics Institute, reacts to retail sales and talks about her outlook for the consumer. Market participants have a downbeat view of retails sales heading into the day, but alternative measures of spending suggest tariff frontrunning has continued during the month. Signs of a resilient consumer could continue to support stocks.4) Elizabeth Economy, Hargrove senior fellow and co-director of the U.S., China and the world program at the Hoover Institution at Stanford University, talks about the "total reset" in the US' relationship with China, whether the US or China are winning in trade negotiations so far, and whether we'll see meaningful change in Chinese market practices. In a sign of discord today, Beijing has pushed back against a US decision aimed at curbing Chinese-made artificial intelligence chips.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on Gen Z changing what it means to be a reader and TripAdvisor's top destinations for travelers.See omnystudio.com/listener for privacy information.

15 Mai 41min

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Harvard professor Kenneth Rogoff. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

14 Mai 4min

- Jens Nordvig, CEO and founder at Exante Data- Wei Li, Global Chief Investment Strategist at BlackRock- Holly O'Neill, President: Consumer, Retail & Preferred at Bank of America- Bill Dudley, Bloomberg Opinion columnist and former President of NY Federal Reserve Jens Nordvig, CEO and founder at Exante Data, discusses Dollar strength and FX moves amid recent trade turmoil and a reshaping of the US economic landscape. Wei Li, Global Chief Investment Strategist at BlackRock, talks about her outlook for global growth, US investment, and inflation, as well as upside inflation risks. Holly O'Neill, President: Consumer, Retail & Preferred at Bank of America, discusses the state of the American consumer. Bill Dudley, Bloomberg Opinion columnist and former President of NY Federal Reserve, talks about his Opinion column on US-China trade tensions and the Fed.See omnystudio.com/listener for privacy information.

14 Mai 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 14th, 2025Featuring:1) Ken Rogoff, professor at Harvard University and former IMF Chief economist, joins for a two block, extended discussion on his new book, "Our Dollar, Your Problem," the "exorbitant privilege" of the dollar as the global reserve currency, and how the Trump administration is expediting the unseating of the dollar's position on the global stage. Ccurrency-centric headlines out of South Korea suggest that the dollar’s consolidation this month may be imperiled if signs grow that the US administration is now shifting focus from trade to exchange rates. At the heart of the Dollar Index’s immediate decline is a lingering concern that the Trump administration may pursue policies that involve countries selling the dollar to cure perceived economic imbalances stemming from a strong currency.2) Wei Li, Chief Global Investment Strategist at BlackRock, joins for an extended discussion on tariffs causing further contractions, a US stock rally, and the fear of sticky US inflation. The stock recovery in stocks got an extra boost this week after the US and China cut trade tariffs, US inflation slowed, and earnings came in better than expected. Wall Street strategists are skeptical about how much further stocks can run.3) Lindsay Rosner, Head: Multi-Sector Investing Goldman Sachs Asset Management, talks about signs of bottoms up in the credit world, upside inflation risks, and consumer strength's effects on economic growth. The yield on 10-year Treasuries advanced one basis point yesterday and the Bloomberg Dollar Spot Index fell as the Federal Reserve is expected to stay put in evaluating potential implications of tariffs.4) David Bailin, CEO at CIO Capital and former Chief Investment Strategist at Citi, brings us into the market open and talks about his belief the US could enter a "Compression Recession" that could blindside everyone. Tensions around President Trump's trade war cooled and inflation data showed limited impacts, but there could be underlying risks to the economy.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on rival nations recruiting talent cast aside by American universities and a WSJ story on workers feeling overpaid.See omnystudio.com/listener for privacy information.

14 Mai 55min

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

13 Mai 4min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 13th, 2025Featuring:1) Constance Hunter, Chief Economist at EIU, Matt Miskin, Co-Chief Investment Strategist John Hancock Investment Management, and Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, react to CPI. Before today's CPI reading, the S&P 500 and Nasdaq showed further gains, in spite of some investors feeling wary about the lack of detail in Monday's US-China tariff announcement and the risk of another flare-up between Beijing and Washington, with trade pressures already hitting businesses.2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and discusses his bullish equity stance. The easing of trade tensions between the US and China gives investors hope that the US economy can avoid a recession, with traders now expecting the Federal Reserve to lower rates just twice in 2025.3) Nancy Tengler, CEO and CIO at Laffer Tengler investments, talks about the potential for renewed bullishness (or bearishness) in equities, and why she believes now is a time to turn to mid caps. Many investors are signaling the shift in trade sentiment will be enough to drive a recovery in global markets, despite some concerns. 4) John Lipsky, former managing director of the International Monetary Fund and distinguished visiting scholar at Johns Hopkins, on the US economy, global economic risks, and the Fed reversing its "red line" approach. With hopes riding high that the US economy can avoid a recession, traders now expect the Federal Reserve to lower rates just twice in 2025. 5) Brian Wieser, Principal at Madison and Wall, talks about trends as upfronts kick off for advertisers, ad spending amid economic uncertainty, and implications of Google and Apple search trial.See omnystudio.com/listener for privacy information.

13 Mai 56min