Market Resiliency and the June CPI

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

9 Sep 3min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 9th, 2025Featuring:1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data.2) Nancy Tengler, CEO at CIO at Laffer Tengler Investments, offers her stock picks and talks about how she's allocating amid labor and policy uncertainty. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday. Traders will follow how the market absorbs the auctions of 3-, 10-, and 30-year Treasuries.3) Colin Hunt, CEO of Allied Irish Bank (AIB), talks about multinational customer activity, staying competitive in Europe and in Ireland amid US tariffs, and Irish infrastructure deficits.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Washington Post's report on test scores sliding and the Boston Globe story on the "RushTok" sorority crazeSee omnystudio.com/listener for privacy information.

9 Sep 30min

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year.Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that. For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist Michael McKee, Bloomberg International Economics and Policy Correspondent Stephanie Roth, Wolfe Research chief Economist See omnystudio.com/listener for privacy information.

9 Sep 13min

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

8 Sep 3min

- Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley- Jim Bianco, founder at Bianco Research- Eric Resnick, CEO at KSL Capital Partners- Tobin Marcus, Head: Policy & Politics at Wolfe Research Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley, joins to discuss her outlook for the labor market and a September rate cut. Jim Bianco, founder at Bianco Research, discusses whether the Fed is behind the curve as the labor market shows continued weakening. Eric Resnick, CEO at KSL Capital Partners, discusses consumer health and the outlook for travel. Tobin Marcus, Head: Policy & Politics at Wolfe Research, talks about the prospects of a government shutdown and President Trump's economic and political priorities.See omnystudio.com/listener for privacy information.

8 Sep 23min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 8th, 2025Featuring:1) Steve Englander, Global Head of G10 FX Research and of North America Strategy at Standard Chartered, brings us into the market open and talks about a weak dollar, tomorrow's labor revisions, and his call for a 50bps cut in September. Meanwhile, strategists including David Kostin of Goldman Sachs and Mike Wilson at Morgan Stanley expect further gains in US equities, with Kostin reiterating a year-end target for the S&P 500 of 6,600 points.2) Mark Geller, Global Head of Bank Debt Capital Markets at Barclays, talks issuance trends for banks, global corporate debt, and the intersection of global corporate debt and ballooning government spending.3) Henrietta Treyz, co-founder at Veda Partners, joins to talk about tariffs and the prospects of a government shutdown in September.4) Stephen Carroll, host of Bloomberg's "Daybreak Europe" in London, joins from Paris to discuss the possible collapse of the French government today. Political uncertainty in Japan and France adds to a torrent of US data this week that will help determine the Federal Reserve's policy path, with a September interest-rate cut fully priced in.See omnystudio.com/listener for privacy information.

8 Sep 30min

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

5 Sep 3min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 5th, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August jobs report and discuss the outlook for a rate cut. Money markets are fully pricing in a Fed quarter-point cut this month and see at least two by year-end.2) Ken Rogoff, professor at Harvard University, former IMF Chief economist, and author of "Our Dollar, Your Problem," joins to discuss the US economy and jobs market, as well as his book on the dollar and recent Foreign Affairs article on Washington's spending crisis.3) Rebecca Patterson, former Chief Investment Strategist at Bridgewater, joins for an extended discussion on jobs, economic data, and Fed independence. It comes as Stephen Miran, President Trump's pick for the Federal Reserve's Board of Governors, pushed back against Democratic concerns that he would do Trump's bidding at the central bank. His nomination has raised questions over Fed independence.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on NFL fans streaming without cable, and Bloomberg's story on pizza-flavored vodka.See omnystudio.com/listener for privacy information.

5 Sep 46min