Markets Aim to Rally on Calming News and Data

Markets Aim to Rally on Calming News and Data

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025
Featuring:
1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are declining in the early hours on bets that US interest-rate cuts could come sooner than expected, following a report that President Trump may fast-track his pick for the next Federal Reserve chair.
2) Stephanie Roth, Chief Economist at Wolfe Research, breaks down today's slew of eco data and previews jobs next week. Markets are pricing 63 basis points of easing from the Fed by the end of the year should softening economic data continue to come in, and the S&P 500 is poised to resume its advance toward an all-time high.
3) Randy Schwimmer, Vice Chairman and co-head of Senior Lending at Churchill Asset Management, discusses renewed confidence in private equity and whether there's rising risks in private credit. Fed Chair Jay Powell testified to Congress this week that it has “real, positive attributes,” though this sector has been growing fast and has not been through “a real downturn." In this case, Powell thinks private credit “bears close watching."
4) Angie Gildea, US Energy Leader at KPMG, discusses the outlook for energy and oil prices amid potentially calming geopolitical conflicts. Oil prices steadied after US President Trump reaffirmed his "maximum pressure" campaign on Iran, which includes targeting Tehran's petrodollars.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on whether weighted vests really worth the hypea and Bloomberg's story on Nike's Snoafer shoe listing $500 before it's even released.

See omnystudio.com/listener for privacy information.

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7am-8am ET: Shilling, Cassidy & Todd

7am-8am ET: Shilling, Cassidy & Todd

Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for exports. RBC's Gerard Cassidy discusses banks' exposure to the commodity collapse. NBC's Chuck Todd weighs in on the importance of the Nevada caucus. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201642min

Kelly: inflation is a 'sleeping dragon'

Kelly: inflation is a 'sleeping dragon'

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 20168min

Bill Gates: miracle like PC needed to spread energy to world

Bill Gates: miracle like PC needed to spread energy to world

Bill and Melinda Gates discuss their annual letter with Stephanie Ruhle and John Micklethwait. The Gates say that R&D money is needed to spread energy systems. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201612min

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

Bill and Melinda Gates discuss their annual letter with Bloomberg's Stephanie Ruhle and John Micklethwait. The Gates make the case that rapid technology change is a force for good, despite the disruption that it causes. JPMorgan Funds' David Kelly speaks to Tom Keene and Michael McKee about why inflation is 'the sleeping dragon.'See omnystudio.com/listener for privacy information.

23 Feb 201642min

9am-10am ET: Caron, Levitt, Abramowicz & Mather

9am-10am ET: Caron, Levitt, Abramowicz & Mather

Morgan Stanley's Jim Caron says negative interest rates have limitations. Bloomberg's Arthur Levitt says banks have more political pressure now than ever before. Bloomberg's Lisa Abramowicz discusses liquidity in the bond market. Pimco's Scott Mather says there isn't a systemic issue with the way volatility is impacting bond markets. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201642min

Mather: Greater degree of uncertainty creating choppy markets

Mather: Greater degree of uncertainty creating choppy markets

Pimco's Scott Mather says negative interest rate policies, along with reduced liquidity, are creating choppy markets. Mather also says there isn't a systemic issue with the way volatility is impacting markets. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Abramowicz: central bank policies are creating asset bubbles

Abramowicz: central bank policies are creating asset bubbles

Bloomberg's Lisa Abramowicz discusses central bank policies -- like negative interest rates -- and if it's fueling asset bubbles. She joins Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

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