Global Bond Selloff
Bloomberg Surveillance3 Sep 2025

Global Bond Selloff

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney September 3rd, 2025
Featuring:
1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&P target as he remains bullish on equities. Stocks in the premarket rebounded modestly as traders tracked the selloff in long-dated bonds, fueled by anxiety over inflation and mounting government debt.
2) Wei Li, Global Chief Investment Strategist at BlackRock, talks about the global bond selloff and upward pressure on yields. Treasuries this morning fell, lifting US 30-year borrowing costs to within a whisker of touching 5% for the first time since July, as a global selloff of government bonds deepened. The yield climbed as much as four basis points to 4.999%, mirroring similar moves in the UK and Japan.
3) Johanna Chua, Head of Emerging Market Economics, and Chief Asia Economist at Citi, discusses the global bond selloff and yields rising in Japan, as well as the outlook for Chinese growth. Meanwhile, Chinese President Xi Jinping showcased the nation's growing firepower and diplomatic influence at a military parade alongside international allies, including Russia's Vladimir Putin and North Korea's Kim Jong Un.
4) Libby Cantrill, Head: Public Policy at PIMCO, discusses the possible government shutdown, Stephen Miran Fed nomination and Lisa Cook latest, as well as President Trump's tariff court battle.

See omnystudio.com/listener for privacy information.

Episoder(4303)

Bloomberg Surveillance TV: January 28th, 2026

Bloomberg Surveillance TV: January 28th, 2026

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy ...

28 Jan 26min

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with MAI Capital’s Chris Grisanti & Cameron Dawson of New...

27 Jan 3min

Bloomberg Surveillance TV: January 27th, 2026

Bloomberg Surveillance TV: January 27th, 2026

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listene...

27 Jan 24min

Tech Leads Charge Ahead of FOMC Meeting

Tech Leads Charge Ahead of FOMC Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 27th, 2026Featuring:1) Cameron Dawson, Chief Investment Of...

27 Jan 27min

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former H...

26 Jan 4min

Bloomberg Surveillance TV: January 26th, 2026

Bloomberg Surveillance TV: January 26th, 2026

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals ...

26 Jan 14min

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 26th, 2026Featuring:1) Seth Carpenter, Global Head of Macro...

26 Jan 27min

Single Best Idea with Tom Keene: Chris Whalen & Joe Quinlan

Single Best Idea with Tom Keene: Chris Whalen & Joe Quinlan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Chris Whalen & Joe Quinlan.Watch Tom and Paul LIVE eve...

23 Jan 2min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
pengepodden-2
utbytte
rss-sunn-okonomi
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
lederpodden
stormkast-med-valebrokk-stordalen
okonomiamatorene
rss-heftye-moter-flinke-folk
rss-markedspuls-2
rss-fa-makro