Market Rises amid Policy Uncertainty
Bloomberg Surveillance27 Juni 2025

Market Rises amid Policy Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025
Featuring:
1) Neil Dutta, Head of US Economic Research at Renaissance Macro, reacts to PCE and breaks down the latest economic data. Stocks gained in early trading as the US moved closer to trade deals with China and other major trading partners, with expectations rising for Federal Reserve interest-rate cuts this year.
2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, talks about her "US Policy Pulse" note on the energy sector and geopolitical dynamics, and can also discuss the tax bill and tariff deadline. China and the US have further confirmed details of a trade framework and the Treasury Department has announced a deal with G-7 allies to exclude US companies from some taxes imposed by other countries in exchange for removing the Section 899 "revenge tax" proposal from President Trump's tax bill.
3) Freya Beamish, Chief Economist at TS Lombard, talks about global bond market signals and US economic resilience. The Stoxx Europe 600 index climbed in early trading after data Friday showed inflation inched up in France and Spain, but not enough to concern European Central Bank officials who are optimistic that their 2% target will be met sustainably this year.
4) James Steel, Chief Commodities Analyst at HSBC, talks about gold hitting record highs and the outlook for gold and other metals.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on Target trying to compete with Costco and an FT story on whether K-pop losing steam.

See omnystudio.com/listener for privacy information.

Avsnitt(4363)

Bloomberg Surveillance TV: December 31st, 2025

Bloomberg Surveillance TV: December 31st, 2025

Michael Purves, CEO at Tallbacken Capital Advisors Michael Reid, Senior US Economist at RBC George Pollack, Senior US Policy Analyst at Signum Global Barbara Doran, CEO & CIO at BD8 Capital Micha...

31 Dec 202528min

Bloomberg Surveillance TV: December 30th, 2025

Bloomberg Surveillance TV: December 30th, 2025

Mark Cabana, Head of US Rates Strategy at BofA Global Research Constance Hunter, Chief Economist at Economist Intelligence Unit Dana D’Auria, Co-CIO & Group President at Envestnet Nicole Bachaud, L...

30 Dec 202533min

US Stocks Drift as Precious Metals Bounce Back

US Stocks Drift as Precious Metals Bounce Back

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousTuesday, December 30th, 2025Featuring:1) Dan Ives, Global Head o...

30 Dec 202535min

Bloomberg Surveillance TV: December 29th, 2025

Bloomberg Surveillance TV: December 29th, 2025

Cameron Dawson, Chief Investment Officer at NewEdge Wealth Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes Veronica Clark, Director of Citi Research at Citigroup Global Mark...

29 Dec 202524min

Tech Megacaps Drag US Stocks

Tech Megacaps Drag US Stocks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Inf...

29 Dec 202529min

Bloomberg Surveillance TV: December 26th, 2025

Bloomberg Surveillance TV: December 26th, 2025

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Erin McLaughlin, Senior Economist at The Conference Board Ed Mills, Washington Policy Analyst at Raymond James George Gon...

26 Dec 202532min

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridg...

26 Dec 202531min

Bloomberg Surveillance TV: December 24th, 2025

Bloomberg Surveillance TV: December 24th, 2025

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Mi...

24 Dec 202535min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-den-nya-ekonomin
bathina-en-podcast
dynastin
rss-kort-lang-analyspodden-fran-di
svd-tech-brief
bilar-med-sladd
24fragor
market-makers