Schork: natural gas is the ultimate contrarian play

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Claudia Sahm, Chief Economist at New Century Advisors- Marissa Adams, Head: Global Trade Solutions at HSBC- Jeannette Lowe, Director: Policy Research at Strategas Securities James Bullard, former St. Louis Fed President and Dean of Purdue Business School, discusses this week's Fed decision and the outlook for rates and labor in the US. Jeannette Lowe, Director: Policy Research at Strategas Securities, discusses Federal spending priorities and recent political headlines. Marissa Adams, Head: Global Trade Solutions at HSBC, discusses the latest developments on US tariffs and trade. Claudia Sahm, Chief Economist at New Century Advisors, reacts to this week's eco data and Fed decision.See omnystudio.com/listener for privacy information.

19 Sep 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 19th, 2025Featuring:1) Yelena Shulyatyeva, Senior Economist at the Conference Board, joins for a discussion on the Fed's rate cut and the US economic outlook. US stocks are set for a quieter finish to a busy week after the Federal Reserve’s first step in a likely series of rapid interest rate cuts propelled markets to fresh records.2) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what comes next for markets after the Fed's long-anticipated rate cut. Looser policy is giving equity bulls a tailwind just as lofty valuations run up against bearish seasonal trends, with investors seeing plenty to keep equities climbing after a stellar rally.3) Hessam Nadji, CEO at Marcus & Millichap, joins to discuss how lowered interest rates could reshape real estate, Commercial Real Estate, and whether the concerns over CRE continue to be overblown.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a NYT story on a new study showing men seek weight loss treatment far less than women and WSJ's report on more homeowners spending big on outdoor cat patios, dubbed "Catios."See omnystudio.com/listener for privacy information.

19 Sep 28min

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frances Donald & Robert Kaplan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

18 Sep 4min

- Gargi Chaudhuri, Chief Investment Strategist at BlackRock- Esther George, Former President at the Federal Reserve Bank of Kansas City- Dan Ives, Global Head: Technology at Wedbush Securities- Nela Richardson, Chief Economist at ADP Gargi Chaudhuri, Chief Investment Strategist at BlackRock, discusses the outlook for the equity rally as well as market risks after yesterday's Fed rate cut. Esther George, Former President at the Federal Reserve Bank of Kansas City, talks about how the Fed is managing its dual mandate. Nela Richardson, Chief Economist at ADP, reacts to Thursday jobless claims and discusses the health of the labor market. Dan Ives, Global Head: Technology at Wedbush Securities, discusses the Nvidia-Intel investment.See omnystudio.com/listener for privacy information.

18 Sep 21min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 18th, 2025Featuring:1) Frances Donald, Chief Economist at RBC, joins for an extended discussion on the US labor market, inflation, and the Fed balancing its dual mandate. Fed Chair Jay Powell rallied a deeply divided committee of policymakers behind an interest rate-cut, the first cut of the year, after a significant slowdown in job growth.2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, joins to talk about the 10-year yield's path below 4% and outlook for Treasury gains. Jay Powell conceded the Fed's job would get more difficult, as policymakers face difficult trade-offs in considering whether to keep cutting rates, with some officials concerned about inflation and others about the labor market.3) Robert Kaplan, Vice Chairman at Goldman Sachs, talks about the Fed's decision to cut interest rates and whether the US economy is in, or could enter, a recession.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on AI agents and a Bloomberg report on Gen Z and FICO scores.See omnystudio.com/listener for privacy information.

18 Sep 31min

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. Chair Jerome Powell pointed to growing signs of weakness in the labor market to explain why officials decided it was time to cut rates after holding them steady since December amid concerns over tariff-driven inflation. “Labor demand has softened, and the recent pace of job creation appears to be running below the break-even rate needed to hold the unemployment rate constant,” Powell told reporters in his post-meeting press conference. He added, “I can no longer say” the labor market is “very solid.” See omnystudio.com/listener for privacy information.

17 Sep 23min

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

17 Sep 45min

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Hollenhorst & Matthew Hornbach. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

17 Sep 3min