A Trade Deal with Japan and Big Tech Earnings

A Trade Deal with Japan and Big Tech Earnings

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 23rd, 2025
Featuring:
1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about equities' positive trend, fixed income stalemates, and dollar weakness. Global stocks have roared back from their April slump on expectations countries will strike agreements with the US ahead of an Aug. 1 deadline, avoiding significant damage to company earnings and the global economy. Among the companies reporting Wednesday are Tesla and Alphabet.
2) Peter Conti-Brown, professor at Wharton Business School and author of "The Power and Independence of the Federal Reserve," discusses the history and importance of Fed independence. There’s a long history of US presidents putting pressure on the Federal Reserve to lower interest rates, but the techniques have often been subtle or quiet in some way. Investors are taking seriously the prospect that President Trump will find a way or a reason to remove Fed Chair Jay Powell before the end of his term next year.
3) Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, breaks down recent bank earnings, new regulations, and outlook for America's big banks.
4) Ivan Feinseth, CIO at Tigress Capital Partners, gives us a preview of big tech earnings and talks about his bullish S&P call. Analysts will be studying the latest quarterly earnings from big tech for signs of resilience. A gauge of the so-called “Magnificent Seven” giants halted a nine-day advance Tuesday.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including WSJ's report on Europe turning focus to air conditioning and Business Insider's story on the hottest tote for moms this summer and why Wall Street's paying attention.

See omnystudio.com/listener for privacy information.

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Sinche: markets more excited about "Brexit" than is justified

Sinche: markets more excited about "Brexit" than is justified

Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 20168min

Hintz: fixed income remains a problem child for banks

Hintz: fixed income remains a problem child for banks

NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201612min

7am-8am: Hintz & Sinche

7am-8am: Hintz & Sinche

NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201642min

7am-8am: Khan & Collender

7am-8am: Khan & Collender

ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how that affects the budget debate. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

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