Market Volatility in 2025

Market Volatility in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025
Featuring:
1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappointing economic data.
2) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for an extended discussion on private investments and how she's approaching markets and investing in her new role. Recently, Apollo CEO Marc Rowan said trading private assets has the potential to turn the industry “on its head” and that those who resist it are generally charging high fees. Rowan stated that in every industry where transparency of pricing and daily price availability has taken place, the industry has grown massively, and that Apollo's partnership with banks to trade private credit will provide real-time pricing on the asset class.
3) Steve Auth, CIO, Equities at Federated Hermes, talks the soft-hard data gap and the outlook for equities. Data Tuesday showed weakening US services amid sticky price pressures, further complicating the Federal Reserve’s policy challenges after last week’s weak jobs numbers.
4) Douglas Holtz-Eiken, President at the American Action Forum and former Director of the Congressional Budget Office, joins to discuss the dismissal of the BLS chief and the tariff impact on the US economy.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's coverage of Disney's ESPN buying NFL Network and other assets and Business Insider's story on Microsoft's stricter return-to-office policy.

See omnystudio.com/listener for privacy information.

Avsnitt(3988)

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

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market is anticipating. And PWC's Reid Morrison provides his outlook for the energy sector. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-borsens-finest
uppgang-och-fall
svd-ledarredaktionen
avanzapodden
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
fill-or-kill
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
affarsvarlden
borsmorgon
kapitalet-en-podd-om-ekonomi
dynastin
tabberaset
montrosepodden
borslunch-2
rss-inga-dumma-fragor-om-pengar