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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Bloomberg Surveillance: Emons, Wheeler & Paulsen

Bloomberg Surveillance: Emons, Wheeler & Paulsen

Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt problem. And Wells Capital's Jim Paulsen lays out the 3 major themes that are emerging in the stock markets. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Feb 201642min

Bloomberg Surveillance: Foley, Major & Levy

Bloomberg Surveillance: Foley, Major & Levy

Rabobank's Jane Foley speaks about perils of the strong dollar on other currencies. HSBC's Steve Major discusses Japan's debt dilemma. Berenberg's Mickey Levy weighs in on the unintended consequences of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Feb 201642min

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

PIMCO's Libby Cantrill provides perspective on the race to the White House. Former SEC Chairman Arthur Levitt discusses the growing gulf between Wall Street and Main Street. HSBC's James Steel makes the bullish case for gold. And Bloomberg's Peter Elliot makes a startling prediction about the restaurant industry. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Feb 201642min

Bloomberg Surveillance: Stovall, Piegza & Wheeler

Bloomberg Surveillance: Stovall, Piegza & Wheeler

S&P's Sam Stovall speaks about the unloved equity markets. Stifel's Lindsey Piegza focuses on the Fed. And Atlantic Equities' Christopher Wheeler explains why banks are taking a beating. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Feb 201642min

Bloomberg Surveillance: Lee on IMF reforms

Bloomberg Surveillance: Lee on IMF reforms

Citi's William Lee discusses what's next for the IMF's Christine Lagarde. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Feb 20168min

Bloomberg Surveillance: Lee & Hewitt

Bloomberg Surveillance: Lee & Hewitt

Citi's William Lee weighs in on a looming U.S. recession. Barclays' Daniel Hewitt discusses concerns about Russia's collapsing economy. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Feb 201642min

Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance: Ross, Abramowicz & White

Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on the looming wave of economic defaults. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Ricchiuto & Newport

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Feb 201642min

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