Bloomberg Surveillance TV: July 22nd, 2025

- Esther George, former President of the Federal Reserve Bank of Kansas City- Terry Haines, founder at Pangaea Policy- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld- Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management Esther George, former President of the Federal Reserve Bank of Kansas City, joins to offer her outlook for the economy and this week's critical jobs report. Terry Haines, founder at Pangaea Policy, talks about Senate deliberations over the tax bill and the latest priorities for the Trump administration. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about tariff negotiations amid the looming July 9 deadline. Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management, talks about whether bonds could rally in the second half of the year.See omnystudio.com/listener for privacy information.

30 Juni 27min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 30th, 2025Featuring:1) Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, joins to talk about his quarterly fixed income outlook and the bond market's warning shot. Investors will also turn to upcoming economic data, including the monthly payrolls report due Thursday, to assess the strength of the economy and the outlook for rates.2) Henrietta Treyz, co-founder at Veda Partners, discusses the Senate's deliberations over the Big, Beautiful Bill as well as the looming tariff deadline. Senate Majority Leader John Thune is working to pass President Trump's tax and spending bill by July 4, but faces opposition from around eight Republican senators who have concerns about the bill's provisions.3) Ebrahim Rahbari, Head of Rates Strategy and US Research at Absolute Strategy Research, joins for an extended discussion on US and global interest rates, inflation projections, and Jay Powell's approach ahead of his comments tomorrow in Sintra. Central bank chiefs from the US, euro zone, Japan, South Korea, and the UK will discuss monetary policy at the European Central Bank's annual retreat in Portugal, amid global economic uncertainty caused by Donald Trump's presidency.4) Heather Boushey, Senior Research Fellow at Harvard University and former member of the Council of Economic Advisers and Chief Economist for the Invest in America Cabinet, breaks down the Trump administration's latest economic policies, including the tax bill, tariffs, and approach to the weakening labor market. The tax bill's progress is being closely watched, with markets and renewable energy stocks reacting to concerns about the bill's impact on wind and solar projects, and Trump pushing for speed and threatening to primary senators who oppose the bill.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Cracker Barrel and a Bloomberg News story on Squid Game.See omnystudio.com/listener for privacy information.

30 Juni 38min

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

27 Juni 4min

- Chris Wright, US Secretary: Energy- Tobin Marcus, Head: Policy & Politics at Wolfe Research- Marissa Adams, Head: Global Trade Solutions at HSBC- Alejandra Grindal, Chief Economist at Ned Davis Research Chris Wright, US Secretary: Energy, joins to discuss the outlook for energy and oil following the US' intervention into the Israel-Iran conflict. Tobin Marcus, Head: Policy & Politics at Wolfe Research, discusses the latest on the US tax bill going through Congress. Marissa Adams, Head: Global Trade Solutions at HSBC, on recent US trade negotiations and whether more deals can continue to come through. Alejandra Grindal, Chief Economist at Ned Davis Research, reacts to today's and this week's eco data.See omnystudio.com/listener for privacy information.

27 Juni 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025Featuring: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.

27 Juni 38min

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

26 Juni 3min

- Jim Zelter, President at Apollo Global Management- Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo- Lauren Goodwin, Chief Market Strategist at New York Life Investment- Mary Daly, President of the San Francisco Federal ReserveJim Zelter, President at Apollo Global Management, offers his outlook for the markets and US economy amid geopolitical and inflation uncertainty. Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo, joins to talk about the rate path in the US. Nela Richardson, Chief Economist at ADP, joins to react to jobless claims and a slew of economic data today. Mary Daly, President of the San Francisco Federal Reserve, joins Lisa Abramowicz for a conversation on the US economy and interest rates.See omnystudio.com/listener for privacy information.

26 Juni 39min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025Featuring:1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are declining in the early hours on bets that US interest-rate cuts could come sooner than expected, following a report that President Trump may fast-track his pick for the next Federal Reserve chair.2) Stephanie Roth, Chief Economist at Wolfe Research, breaks down today's slew of eco data and previews jobs next week. Markets are pricing 63 basis points of easing from the Fed by the end of the year should softening economic data continue to come in, and the S&P 500 is poised to resume its advance toward an all-time high.3) Randy Schwimmer, Vice Chairman and co-head of Senior Lending at Churchill Asset Management, discusses renewed confidence in private equity and whether there's rising risks in private credit. Fed Chair Jay Powell testified to Congress this week that it has “real, positive attributes,” though this sector has been growing fast and has not been through “a real downturn." In this case, Powell thinks private credit “bears close watching."4) Angie Gildea, US Energy Leader at KPMG, discusses the outlook for energy and oil prices amid potentially calming geopolitical conflicts. Oil prices steadied after US President Trump reaffirmed his "maximum pressure" campaign on Iran, which includes targeting Tehran's petrodollars.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on whether weighted vests really worth the hypea and Bloomberg's story on Nike's Snoafer shoe listing $500 before it's even released.See omnystudio.com/listener for privacy information.

26 Juni 31min