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(4445)

8am-9am ET: Feroli & Weisman

8am-9am ET: Feroli & Weisman

JPMorgan's Michael Feroli says central banks have come a long way with communication and is trying to communicate a path that is data dependent. MFS Investment Management's Erik Weisman discusses nega...

29 Feb 201642min

Swagel: banks are in a much better position than pre-crisis

Swagel: banks are in a much better position than pre-crisis

Milken Institute's Phillip Swagel discusses how the banks are in a much better position than before the crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

29 Feb 201611min

Swagel: too soon to tell if bank regulation working

Swagel: too soon to tell if bank regulation working

Milken Institutue's Phillip Swagel discusses the future of large banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

29 Feb 201611min

Emos: markets unclear about fiscal direction

Emos: markets unclear about fiscal direction

Leader Capital's Ben Emos says markets are unclear about fiscal policy because of the uncertainty surrounding the presidential elections on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

29 Feb 20168min

Emos: markets don't agree that fundamentals are improving

Emos: markets don't agree that fundamentals are improving

Leader Capital's Ben Emos says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

29 Feb 201612min

7am-8am ET: Emos & Swagel

7am-8am ET: Emos & Swagel

Leader Capital's Ben Emos discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Swagel talks about regulation and breaking up the banks. A...

29 Feb 201642min

Arment: Honeywell offer likely won't be the last

Arment: Honeywell offer likely won't be the last

Sterne Agee's Peter Arment says that Honeywell will probably follow up on its bid for UTX with a better offer. He joins Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

Raymond James' Kevin Giddis says that the world's economies are struggling with two big problems: low inflation and low growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

26 Feb 201611min

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