Inflation and Fed Independence

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring:1) Michael McKee, International Economics & Policy correspondent from Bloomberg News, joins from Jackson Hole. Traders are staying cautious ahead of Fed Chair Jerome Powell’s speech on Friday for guidance on the path for interest rates. Overshadowing Powell's speech is an attempt by the Trump administration to oust Fed governor Lisa Cook as it looks to reshape the FOMC.2) Wendy Schiller, professor at Brown University, on the latest DC headlines and how President Trump's next priority appears to be reshaping the Fed. President Trump's campaign to oust Federal Reserve Governor Lisa Cook would give him the opportunity to exert more influence over the US central bank by securing a majority on its seven-member board of governors. If Cook were to depart, it would pave the way for four of the seven slots on the Fed's Board of Governors to be filled by Trump appointees.3) Kara Murphy, CIO at Kestra Investment Management, brings us into the market open and discusses the "Rip van Winkle" Q2 and the outlook for markets and earnings growth. US stock futures pointed to more weakness for tech shares on Thursday after days of selling as investors awaited the Federal Reserve’s gathering at Jackson Hole.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insiders story on older Americans looking for work and a WSJ story on a 9-9-9 rule in baseball.See omnystudio.com/listener for privacy information.

21 Aug 23min

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

20 Aug 3min

Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management-Eugenio Aleman, Raymond James Chief Economist-Eric Freedman, US Bank CIOSee omnystudio.com/listener for privacy information.

20 Aug 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring:1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets. 2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Jackson Hole and what we can expect to hear from Fed Chair Jay Powell. 3) Alicia Levine, Head of Investment Strategy and Equities at BNY, on how Trump's tariffs have quieted concerns about the deficit. 4) Lisa Mateo joins with the latest headlines in newspapers across the US...including how makeup is the answer for Louis Vuitton and Chipotle wants to turn dorm rooms into burrito bowls.See omnystudio.com/listener for privacy information.

20 Aug 31min

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

19 Aug 3min

- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities- Kit Juckes, Chief FX Strategist at Societe Generale- Priya Misra, Portfolio Manager at JPMorgan Investment Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss her outlook for US equities and the S&P. Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities, breaks down the latest talks between President Trump, Ukrainian President Volodymyr Zelenskiy, and European leaders as a Putin-Zelenskiy summit could take place. Kit Juckes, Chief FX Strategist at Societe Generale, offers his outlook for the dollar and markets. Priya Misra, Portfolio Manager at JPMorgan Investment Management, talks about signals from the bond market.See omnystudio.com/listener for privacy information.

19 Aug 24min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025Featuring:1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning their attention to earnings from US consumer giants for clues on the impact of tariffs, according to the text.2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk markets blowing past tariffs post-Liberation Day and whether there's too much focus on risk rather than staying invested. Meanwhile, options traders are grabbing insurance to protect themselves from a potential plunge in technology stocks in the coming weeks, according to Bloomberg.3) Doug Kass, president and founder at Seabreeze Partners, offers his macro, tech, and AI outlooks. Money markets are currently betting the Fed will deliver its first rate cut for the year in September, as labor-market weakness outweighs inflation risks, with another move expected before year-end.4) Kristen Bitterly, Head: Wealth At Work at Citi Global Markets, talks asset allocation for long term investors and concern from clients amid a variety of market risks.See omnystudio.com/listener for privacy information.

19 Aug 29min

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

18 Aug 2min