Hotter CPI Unlikely to Deter Rate Cuts - For Now

Hotter CPI Unlikely to Deter Rate Cuts - For Now

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
October 23rd, 2025
1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026.
2) David Lebovitz, Global Market Strategist at JPMorgan Investment Management, discusses how markets have remained resilient despite slower economic growth projections.
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on US equity indices remaining stuck in the 'tariff scare' range.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting that the Wall Street bonus pool is expected to break records this year if current trends continue, and a Wall Street Journal story on Warner Bros. Discovery has rebuffing several buyout offers from rival entertainment giant Paramount Skydance.

See omnystudio.com/listener for privacy information.

Episoder(4363)

Instant Reaction: US, Israel Attack Iran as Trump Urges Regime Change

Instant Reaction: US, Israel Attack Iran as Trump Urges Regime Change

The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that threatens to spiral across the oil-rich Middle East. ...

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Single Best Idea with Tom Keene: Chris Verrone & Constantine Courcoulas

Single Best Idea with Tom Keene: Chris Verrone & Constantine Courcoulas

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Strategas Research Partners’ Chris Verrone & Con...

27 Feb 2min

Bloomberg Surveillance TV: February 27th, 2026

Bloomberg Surveillance TV: February 27th, 2026

Featuring: Stephen Auth, Executive VP & CIO: Equity at Federated Global Investment Management Group Emil Michael, US Government Undersecretary of Defense Amos Hochstein, Managing Partner of TWG Globa...

27 Feb 29min

Credit Blowup in London Has Wall Street Chasing Billions

Credit Blowup in London Has Wall Street Chasing Billions

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 27th, 202...

27 Feb 38min

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

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 & Drew Matus of Met...

26 Feb 3min

Bloomberg Surveillance TV: February 26th, 2026

Bloomberg Surveillance TV: February 26th, 2026

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Angelo Zino, Senior VP & Head of Technology at CFRA Andrew Bishop, Senior Partner & Global Head of Policy Res...

26 Feb 21min

Nvidia Fails to Stoke AI Trade

Nvidia Fails to Stoke AI Trade

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 26th, 2...

26 Feb 27min

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal D...

25 Feb 3min

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