The Tax Bill and Treasury Auction

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

27 Aug 4min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 27th, 2025Featuring:1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenzi, Executive Vice President at PIMCOSee omnystudio.com/listener for privacy information.

27 Aug 32min

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

26 Aug 4min

- Lael Brainard, former Fed Vice Chair- Torsten Slok, Chief Economist at Apollo- Scott Lincicome, VP: General Economics at Cato Institute- Bill Dudley, former NY Fed President and Bloomberg Opinion columnist Lael Brainard, former Fed Vice Chair, joins to discuss the possible ouster of Fed governor Lisa Cook. Torsten Slok, Chief Economist at Apollo, breaks down recent economic data and risks to the US economy, as well as Fed independence in the wake of President Trump moving to fire Fed governor Lisa Cook. Scott Lincicome, VP: General Economics at Cato Institute, discusses the legal fight between Fed governor Lisa Cook and the Trump administration. Bill Dudley, former NY Fed President and Bloomberg Opinion columnist, talks about Fed independence and how possibly losing it could impact markets.See omnystudio.com/listener for privacy information.

26 Aug 30min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 26th, 2025Featuring:1) Libby Cantrill, Head: Public Policy at PIMCO, joins to talk about Lisa Cook and Fed independence as well as her note on the Trump admin aberration. President Trump moved to oust Federal Reserve Governor Lisa Cook following allegations that she falsified mortgage documents, citing "sufficient cause" to fire her. Forcing out Cook would give Trump an opportunity to secure a four-person majority on the Fed's seven-member Board of Governors, with her term not set to expire until 2038.2) Cam Harvey, professor at Duke University, joins for an extended discussion on tariffs, rate cuts, and Fed independence. Fed governor Lisa Cook, in challenging President Trump’s removal order, could immediately seek an injunction reinstating her while litigation moves forward. No charges have been filed against her, though a Justice Department official last week signaled possible plans to investigate her.3) Stephanie Roth, Chief Economist at Wolfe Research, talks about labor market health, rate cut uncertainty, and inflation. European stocks and US equity futures fell due to political turmoil in France and President Trump’s bid to oust Federal Reserve Governor Lisa Cook.4) Jordan Rochester, Head: FICC Strategy at Mizuho, joins to talk turmoil in France and dollar moves amid President Trump's attempt to fire Lisa Cook. Stocks and bonds were already under pressure after optimism that followed Fed Chair Jerome Powell’s address at Jackson Hole faded on Monday. Doubts about the pace of easing are lingering ahead of an inflation report later this week, expected to highlight sticky price pressures.See omnystudio.com/listener for privacy information.

26 Aug 36min

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

25 Aug 4min

- Liz Thomas, Head: Investment Strategy at SoFi- Steve Ricchiuto, Chief US Economist at Mizuho- Robert Tipp, Chief Investment Strategist t PGIM Fixed Income- Veronica Clark, Director: Citi Research Liz Thomas, Head: Investment Strategy at SoFi, talks about the outlook for the equity rally with the Fed appearing ready to ease monetary policy. Steve Ricchiuto, Chief US Economist at Mizuho, breaks down Jay Powell's Jackson Hole speech and the path for rate cuts in the US. Robert Tipp, Chief Investment Strategist t PGIM Fixed Income, talks about how the 10-year yield and the bond market could react to Fed easing to end the year, even with concerns about inflation looming. Veronica Clark, Director: Citi Research, talks about her outlook for the US economy and a weakening labor market.See omnystudio.com/listener for privacy information.

25 Aug 28min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 22nd, 2025Featuring:1) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion the equity rally, his S&P target, and Jay Powell's Jackson Hole speech. Policymakers are grappling with inflation above their 2% goal and a labor market showing signs of weakness, with a high degree of uncertainty about how these factors will evolve, according to Chicago Fed President Austan Goolsbee.2) Henrietta Treyz, co-founder at Veda Partners, joins for an extended discussion about Congressional priorities as leaders soon return to Congress and the outlook for tariff policy heading into the fall. Making matters harder for policymakers is this week's PCE inflation gauge, which is forecast to show the personal consumption expenditures price index rose 2.9% in July from a year ago, the fastest annual pace in five months.3) Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, joins to discuss the interest rate path post-Jackson Hole. The Federal Reserve's Jackson Hole symposium was a tense affair, with Chair Jerome Powell signaling an interest-rate cut as soon as the next policy meeting in September, despite clear divisions among policymakers.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on a Harvard professor's concern about AI and a WSJ story on saving to support children financially when they reach their 30s.See omnystudio.com/listener for privacy information.

25 Aug 37min