Single Best Idea with Tom Keene: George Bory & Ben Laidler

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

3 Juli 4min

- Stephanie Roth, Chief Economist at Wolfe Research- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock- George Saravelos, Global Head: FX Strategy at Deutsche Bank- Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed IncomeGeorge Saravelos, Global Head: FX Strategy at Deutsche Bank, discusses the path of the dollar and if it will continue to weaken. Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income, discusses signals from the bond market about the outlook for the US economy. Stephanie Roth, Chief Economist at Wolfe Research and Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, react to the June jobs report.See omnystudio.com/listener for privacy information.

3 Juli 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 3rd, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, brings us into the June jobs report and talks about the health of the labor market. Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley and Kristina Campmany, Senior Portfolio Manager at Invesco, also offer their analysis of the jobs numbers. 2) Patrick McHenry, former House Speaker pro tempore and current Advisory Board Member BGR, joins to discuss President Trump's tax bill debate in the House. Despite Republicans controlling both the US House and Senate, Trump’s signature legislation ran into resistance from cost-conscious conservatives as well as swing-district moderates, who worry the measure cuts too deeply into Medicaid and other safety-net programs.3) Wendy Schiller, professor at Brown University, on President Trump aiming to push through his economic agenda early in his second term. President Trump repeatedly blasted Republican lawmakers resisting the legislation as “grandstanders” and threatened to oppose reelection of members who block his agenda.4) Rebecca Patterson, former Chief Investment Strategist at Bridgewater, reacts to the jobs report and markets. Investors are also closely tracking the US fiscal situation as President Trump aims to implement his economic agenda.5) Yelena Shulyateva, Economist at the Conference Board, on JOLTS, June Jobs report, ADP, and the US economy. Concerns about mounting US deficits and the detail of Trump’s bill may weigh stronger on bond investors’ minds than the jobs report according to some market commentators.See omnystudio.com/listener for privacy information.

3 Juli 43min

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

2 Juli 4min

- Kevin McCarthy, former Speaker of the US House of Representatives- Jeetu Patel, Chief Product Officer at Cisco- Wei Li, Global Chief Investment Strategist at BlackRock- Joe Lavorgna, Counselor to Secretary at the Treasury Department Kevin McCarthy, former Speaker of the US House of Representatives, joins to discuss President Trump's signature tax bill heading back to the House and what challenges current Speaker Mike Johnson faces and he aims for Republican solidarity in passing the bill. Jeetu Patel, Chief Product Officer at Cisco, discusses the latest developments from the company's offerings and its outlook in the coming years. Wei Li, Global Chief Investment Strategist at BlackRock, talks about her second half equity and economic outlook. Joe Lavorgna, Counselor to Secretary at the Treasury Department, discuses President Trump's tax bill and economic agenda as the July 9 tariff deadline looms.See omnystudio.com/listener for privacy information.

2 Juli 30min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 2nd, 2025Featuring:1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about market uncertainty and the underappreciated upside risk to equities. US equity futures held firm ahead of the June payrolls report and trade talks developments. Markets await the monthly payrolls report, which will offer fresh insight into the labor market and the path of interest rates, with US Treasuries retreating across the curve2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Tesla sales. The company's shares rose 23% in the last quarter despite the expected sales decline, but have since fallen amid a feud between Elon Musk and Donald Trump.3) Maya MacGuineas, President of the Committee for a Responsible Federal Budget, talk about how President Trump's tax legislation would affect the US debt and deficit. Moderate and ultra-conservative GOP lawmakers have pushed for changes to the bill, citing concerns over Medicaid cuts, spending reductions, and the scale of the tax bill, with some vowing to oppose the bill in its current form.4) John Gimigliano, Principal and head of the Federal Legislative and Regulatory Services Group at KPMG, on why the tax bill is no slam dunk as it heads back to the House, and who are the winners and losers in the bill. House Speaker Mike Johnson can only afford to lose three Republican votes, and with unified Democratic opposition, the bill's passage is uncertain, despite Trump's public pressure on Republicans to back the bill.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ on food makers rolling out lower prices and smaller package sizes, as well as an NYT story on whether someone is "cool."See omnystudio.com/listener for privacy information.

2 Juli 37min

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

1 Juli 3min

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Henrietta Treyz, co-founder at Veda Partners- Blerina Uruci, Chief US Economist at T. Rowe Price- Collin Martin, Fixed Income Strategist at Charles Schwab Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to discuss the sustainability of the equity rally and his S&P 500 target. Henrietta Treyz, co-founder at Veda Partners, talks about the latest on tax bill deliberations in the Senate and whether the bill will be passed by July 4th. Blerina Uruci, Chief US Economist at T. Rowe Price, reacts to recent eco data and offers her outlook for the US economy. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses warning signs about the US economy from the bond market.See omnystudio.com/listener for privacy information.

1 Juli 35min