Markets Get Nvidia Boost Ahead of Anticipated Fed Cut

Markets Get Nvidia Boost Ahead of Anticipated Fed Cut

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

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, October 29th, 2025
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum.
2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FOMC decision.3) John Mowrey, Chief Investment Officer at NFJ Investment Group, on the potential impact of the Federal Reserve ending quantitative tightening.
4) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, discusses the catalysts behind continued growth momentum.

See omnystudio.com/listener for privacy information.

Episoder(4299)

Zandi: odds of recession in U.S. between 15-20%

Zandi: odds of recession in U.S. between 15-20%

Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He says this on Bloomberg Surveillance with Tom Keene ...

22 Feb 201611min

Kass: we are at risk of saving ourselves into a recession

Kass: we are at risk of saving ourselves into a recession

Seabreeze Partners' Doug Kass says we are at risk of saving ourselves into a recession by hoarding cash and reducing personal consumption on Bloomberg Surveillance with Tom Keene and Michael McKee.See...

22 Feb 20168min

Kass: algos exaggerating short-term market moves

Kass: algos exaggerating short-term market moves

Seabreeze Partners' Doug Kass weighs in on tepid economic growth and algos that are exaggerating short-term market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

22 Feb 201612min

Sinche: countries eyeing competitive devaluation

Sinche: countries eyeing competitive devaluation

Amherst Pierpont's Robert Sinche says competitive devaluation is something countries are looking at because monetary policy is ineffective on Bloomberg Surveillance with Tom Keene and Michael McKee.Se...

22 Feb 201611min

Sinche: markets more excited about "Brexit" than is justified

Sinche: markets more excited about "Brexit" than is justified

Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy infor...

22 Feb 201611min

Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

22 Feb 20168min

Hintz: fixed income remains a problem child for banks

Hintz: fixed income remains a problem child for banks

NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy in...

22 Feb 201612min

7am-8am: Hintz & Sinche

7am-8am: Hintz & Sinche

NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surv...

22 Feb 201642min

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