Market Sentiment and Rate Cut Outlook

Market Sentiment and Rate Cut Outlook

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 22nd, 2025
Featuring:
1) Wei Lei, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on staying risk on and sticking with the AI theme. US stocks are set to pull back from all-time highs, with traders dialing back risk at the start of a relatively quiet week on the events calendar.
2) Jens Nordvig, founder at Exante Data, joins for an extended discussion on dollar hedging, gold, Fed independence, and Powell's last word. Gold hit a fresh record, powering past $3,700 an ounce as ETF inflows hit a three-year high, with market bets for almost two more cuts this year fueling a rally.
3) Michelle Meyer, Chief Economist and Head: Economics Institute at Mastercard, brings us into the market open and talks about the health of the economy, US consumer, and Mastercard's holiday guide. Investors are increasingly bullish on the six-month outlook for US stock markets as the Fed has restarted its cuts, but some strategists think this is a case of collective overconfidence.
4) Gautum Mukunda, Bloomberg Opinion contributor and lecturer at Yale School of Management, talks about tariffs, H-1B visas, and the latest on FCC-Kimmel. President Trump signed a proclamation to overhaul the H-1B visa program, requiring a $100,000 fee for applications to curb overuse.

See omnystudio.com/listener for privacy information.

Episoder(4303)

Special Coverage: A Conversation with Secretary of State Marco Rubio

Special Coverage: A Conversation with Secretary of State Marco Rubio

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message o...

14 Feb 13min

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley’s Jim Caron & Anurag Rana of Bloo...

13 Feb 3min

Bloomberg Surveillance TV: February 13th, 2026

Bloomberg Surveillance TV: February 13th, 2026

Featuring: Tom Forte, Managing Director & Senior Consumer Internet Analyst for Maxim Group Tiffany Wilding, Managing Director & Economist at PIMCO Thom Tillis, Republican Senator from North Carolina ...

13 Feb 22min

June Back in Play for First 2026 Fed Cut After CPI

June Back in Play for First 2026 Fed Cut After CPI

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 13th, 2026...

13 Feb 48min

Single Best Idea with Tom Keene: Peter Navarro

Single Best Idea with Tom Keene: Peter Navarro

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Peter Navarro, Senior White House Counselor for T...

12 Feb 2min

Bloomberg Surveillance TV: February 12th, 2026

Bloomberg Surveillance TV: February 12th, 2026

Featuring: French Hill, Republican Congressman from Arkansas Sharon Bell, Senior European Equity Strategist for Goldman Sachs Steven Ricchiuto, Managing Director & Chief Economist for Mizuho Securiti...

12 Feb 19min

Futures Rise as Traders Watch Earnings & Eco Data

Futures Rise as Traders Watch Earnings & Eco Data

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 SweeneyThursday, February 12th, 20...

12 Feb 38min

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with New Century Advisors’ Claudia Sahm & Jurrien Timmer ...

11 Feb 4min

Populært innen Business og økonomi

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