Equity Push Ahead of CPI

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist at PIMCO- Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR- Tom Michaud, CEO at KBW David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rates. Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR, joins to talk about AI and data center investing. Tom Michaud, CEO at KBW, joins to talk about his business operations, the economic environment, and remembering 9/11.See omnystudio.com/listener for privacy information.

11 Sep 27min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025Featuring:1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.See omnystudio.com/listener for privacy information.

11 Sep 33min

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

10 Sep 4min

- Jim Zelter, President at Apollo Global Management- French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas- Dan Ives, Global Head: Technology at Wedbush Securities- Seth Carpenter, Chief Global Economist at Morgan Stanley Jim Zelter, President at Apollo Global Management, discusses the US economic outlook as well as inflation and the labor market. French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas, discusses Fed Governor Lisa Cook and Republican economic and political priorities. Dan Ives, Global Head: Technology at Wedbush Securities, joins to discuss big tech and Apple's product reveal where he was on site in Cupertino. Seth Carpenter, Chief Global Economist at Morgan Stanley, reacts to PPI and discusses the outlook for the US economy.See omnystudio.com/listener for privacy information.

10 Sep 34min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 10th, 2025Featuring:1) Lindsey Piegza, Chief Economist at Stifel, brings us into PPI and discusses the outlook for inflation and whether she thinks the Fed should hike. It comes as US stocks are set to notch fresh highs after Oracle surged on a blowout outlook and traders bet that inflation reports won’t derail the Federal Reserve from cutting interest rates.2) Nick Akerman, former assistant special Watergate prosecutor, joins to discuss the ruling on Fed governor Lisa Cook. A judge temporarily blocked President Trump from removing Federal Reserve Governor Lisa Cook, allowing her to remain on the job as she challenges the president’s efforts to oust her over allegations of mortgage fraud.3) Dan Ives, Global Head: Technology at Wedbush Securities, talks about Apple's product reveal and other big tech news. Apple introduced four new phone models: the iPhone 17, the iPhone Air, the iPhone 17 Pro and the iPhone 17 Pro Max, all including Apple's latest in-house silicon, more advanced cameras and tougher outer glass.4) Leslie Palti-Guzman, founder at Energy Vista, discusses the energy impact of Israel's surprise attack in Qatar, and the outlook for war and how it will impact oil.See omnystudio.com/listener for privacy information.

10 Sep 30min

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

9 Sep 3min

- Ed Yardeni, Chief Investment Strategist at Yardeni Research- Henrietta Treyz, co-founder at Veda Partners- Oksana Aronov, Head: Market Strategy at JPMorgan Asset Management- Walter Piecyk, Partner at Lightshed Partners Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins to discuss his S&P target and his outlook for equities and US growth. Henrietta Treyz, co-founder at Veda Partners, discusses recent headlines in Washington and the prospects of a government shutdown. Oksana Aronov, Head: Market Strategy at JPMorgan Asset Management, talks about fixed income opportunities and warnings from the bond market about the economy. Walter Piecyk, Partner at Lightshed Partners, joins to preview today's Apple product launch in Cupertino.See omnystudio.com/listener for privacy information.

9 Sep 27min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 9th, 2025Featuring:1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data.2) Nancy Tengler, CEO at CIO at Laffer Tengler Investments, offers her stock picks and talks about how she's allocating amid labor and policy uncertainty. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday. Traders will follow how the market absorbs the auctions of 3-, 10-, and 30-year Treasuries.3) Colin Hunt, CEO of Allied Irish Bank (AIB), talks about multinational customer activity, staying competitive in Europe and in Ireland amid US tariffs, and Irish infrastructure deficits.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Washington Post's report on test scores sliding and the Boston Globe story on the "RushTok" sorority crazeSee omnystudio.com/listener for privacy information.

9 Sep 30min