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(4389)

The Outlook for a Kevin Warsh-Led Fed

The Outlook for a Kevin Warsh-Led Fed

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 SweeneyFriday, February 6th, 2026F...

6 Feb 37min

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman ...

5 Feb 3min

Bloomberg Surveillance TV: February 5th, 2026

Bloomberg Surveillance TV: February 5th, 2026

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Chris Caso, Managing Director: Semiconductors at Wolfe Research Edward Mills, Managing Director & Washing...

5 Feb 19min

AI Capex Concerns Persist & Central Banks on Hold

AI Capex Concerns Persist & Central Banks on Hold

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 Sweeney, Thursday, February 5th, 2...

5 Feb 39min

Single Best Idea with Tom Keene: Steve Englander & Meredith Whitney

Single Best Idea with Tom Keene: Steve Englander & Meredith Whitney

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Steve Englander & Meredith Whitney. Watch Tom a...

4 Feb 2min

Bloomberg Surveillance TV: February 4th, 2026

Bloomberg Surveillance TV: February 4th, 2026

Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas See omnystudio.com...

4 Feb 21min

Stocks Waver After AI Scare as Gold Hits $5,000

Stocks Waver After AI Scare as Gold Hits $5,000

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, February 4th, 20...

4 Feb 32min

Single Best Idea with Tom Keene: Eswar Prasad & Jed Kolko

Single Best Idea with Tom Keene: Eswar Prasad & Jed Kolko

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Cornell University’s Eswar Prasad & Jed Kolko of...

3 Feb 3min

Populært innen Business og økonomi

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