Traders Watch for Weakening Signs amid Market Highs

Traders Watch for Weakening Signs amid Market Highs

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 1st, 2025
Featuring:
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the outlook for yields and why there could be more bond investment in 2025. The 10-year Treasury yield declined four basis points to 4.19% in the early morning as investors increased wagers on the scale of potential Federal Reserve interest rate cuts this year.
2) Cam Dawson, CIO at NewEdge Wealth, talks about equity all-time highs and raising the pain trade. US equity futures retreated slightly after the S&P 500 notched its best quarter since 2023, as investors monitor progress on trade talks and wrangling in Washington over President Trump’s tax bill.
3) George Goncalves, Head: US Macro Strategy MUFG Securities, Americas, talks about the outlook for US economic growth should the tax bill pass and his economic projections for 2025 as the labor market shows signs of weakening. Investors are also watching for a slew of economic data, including PMI readings and the US job openings report, ahead of Thursday’s nonfarm payrolls, and a discussion on monetary policy at the European Central Bank’s annual retreat.
4) Michael Lasser, Equity Research Analyst: Consumer Hardline Staples at UBS, explores the potential ramifications of the bill on an aggregate consumer spending level, as well as the potential impacts for each consumer subsector and individual stocks. US consumer spending declined 0.3% in May, the most since the start of the year, indicating uncertainty around the Trump administration's economic policies is weighing on growth.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a story from The Athletic on ESPN and MLB resuming broadcasting rights talks and a WSJ story on why the July 4th BBG may get more expensive.

See omnystudio.com/listener for privacy information.

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Rupkey: eco data is strong, but consumers feel insecure

Rupkey: eco data is strong, but consumers feel insecure

Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Feb 201611min

Pettypiece: Wal-Mart taking time to turn around company

Pettypiece: Wal-Mart taking time to turn around company

Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201611min

7am-8am ET: Porter,

7am-8am ET: Porter,

Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings and Credit Suisse's Khoa Le sits down to discuss quant strategies. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201642min

8am-9am ET: Sowerby, Tisch & Rupkey

8am-9am ET: Sowerby, Tisch & Rupkey

Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And Bank of Tokyo-Mitsubishi's Chris Rupkey reacts to initial jobless claims. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201642min

Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Feb 201611min

Abramowicz: junk bond world has become toxic

Abramowicz: junk bond world has become toxic

Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Feb 201611min

9am-10am ET: Kashkari, Abramowicz & Ghahramani

9am-10am ET: Kashkari, Abramowicz & Ghahramani

The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement.See omnystudio.com/listener for privacy information.

17 Feb 201642min

8am-9am ET: Friedman, Lawson & Schork

8am-9am ET: Friedman, Lawson & Schork

Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jeremy Lawson takes the pulse of the U.S. economy. And Schork Group's Stephen Schork considers why commodities can't find a bid. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Feb 201642min

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