Bloomberg Surveillance TV: September 4th, 2025

Bloomberg Surveillance TV: September 4th, 2025

- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
- Monica Guerra, Head: US Policy at Morgan Stanley
- Brooke Roach, Analyst at Goldman Sachs

Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening labor market and uncertain policy. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the path for rate cuts should the jobs report for August show further labor weakness. Monica Guerra, Head: US Policy at Morgan Stanley, talks about President Trump's tariff regime and the latest on his economic and political priorities. Brooke Roach, Analyst at Goldman Sachs, talks about consumer and retail health.

See omnystudio.com/listener for privacy information.

Episoder(4445)

Bloomberg Surveillance TV: March 19th, 2026

Bloomberg Surveillance TV: March 19th, 2026

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Bloomberg Surveillance TV: March 18th, 2026

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Iran Vows to Retaliate; Oil and Gas Prices Soar

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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday March 18th, 2026...

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Jason Trennert from Strategas Securities and Lon...

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