Jackson Hole's Impact on the Economy, Markets React

Jackson Hole's Impact on the Economy, Markets React

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025
Featuring:
1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets.
2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Jackson Hole and what we can expect to hear from Fed Chair Jay Powell.
3) Alicia Levine, Head of Investment Strategy and Equities at BNY, on how Trump's tariffs have quieted concerns about the deficit.
4) Lisa Mateo joins with the latest headlines in newspapers across the US...including how makeup is the answer for Louis Vuitton and Chipotle wants to turn dorm rooms into burrito bowls.

See omnystudio.com/listener for privacy information.

Episoder(4451)

Hoffman: Fed is stalling

Hoffman: Fed is stalling

PNC Financial Services' Stuart Hoffman says that the Fed is trying to buy time, to figure out the implications of international events. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.S...

3 Mar 201612min

8am-9am ET: Hoffman, Rattner & Stanley

8am-9am ET: Hoffman, Rattner & Stanley

PNC Financial Services Chief Economist Stuart Hoffman counts down to Friday's jobs report. Willett Advisors Chairman Steve Rattner takes the pulse of the U.S. economy. And Amherst Pierpont's Stephen S...

3 Mar 201642min

Cantrill: Trump not good for markets

Cantrill: Trump not good for markets

Pimco's Libby Cantrill weighs in on the presidential elections and how that affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

2 Mar 201611min

Maki: inflation, economic data would indicate Fed rate hike

Maki: inflation, economic data would indicate Fed rate hike

Point72 Asset Management's Dean Maki discusses the labor market and the likelihood of the Fed raising interest rates in March. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

2 Mar 201611min

Bernstein: Obama spending cuts from non-defense, discretionary

Bernstein: Obama spending cuts from non-defense, discretionary

The Center on Budget and Policy Priorities' Jared Bernstein discusses spending cuts from President Obama on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

2 Mar 20168min

Bernstein: Hillary Clinton disciplined in budget proposals

Bernstein: Hillary Clinton disciplined in budget proposals

The Center on Budget and Policy Priorities' Jared Bernstein says Hillary Clinton is disciplined in her budget proposals but will face a gridlocked congress. She speaks on Bloomberg Surveillance with T...

2 Mar 201612min

Sinche: dollar is near mid-point of long-term range

Sinche: dollar is near mid-point of long-term range

Amherst Pierpont's Bob Sinche says that the dollar's moves are being driven by the Fed's changing outlook. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

2 Mar 201611min

9am-10am ET: Chen, Elleithee, Hassett & Sinche

9am-10am ET: Chen, Elleithee, Hassett & Sinche

It's a special "Super Wednesday" edition of Bloomberg Surveillance. Tom Keene and Michael McKee are in DC to get perspective on the primaries from Rubio policy adviser Lanhee Chen, Georgetown's Mo Ell...

2 Mar 201642min

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