Bloomberg Surveillance TV: August 6th, 2025

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

23 Juli 4min

- Scott Bessent, Treasury Secretary of the United States- Howard Lutnick, Commerce Secretary of the United States- Jack Caffrey, Portfolio Manager at JPMorgan- Jill Ford, Co-Head: Equity Capital Markets at Wells Fargo Scott Bessent, Treasury Secretary of the United States, joins to discuss President Trump's economic priorities and the future of Fed Chair Jay Powell. Howard Lutnick, Commerce Secretary of the United States, discusses reaching a trade deal with Japan and progress on trade deals ahead of the August 1 deadline. Jack Caffrey, Portfolio Manager at JPMorgan, offers his equity outlook as tariff and trade clarity come into focus. Jill Ford, Co-Head: Equity Capital Markets at Wells Fargo, talks deal making and business health across the US.See omnystudio.com/listener for privacy information.

23 Juli 45min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 23rd, 2025Featuring: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.

23 Juli 34min

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

22 Juli 3min

- Andrew Hollenhorst, Chief US Economist at Citi- Russell Brownback, Head: Global Macro Positioning at BlackRock- Samuel Zief, Head: Global FX Strategy at JPMorgan- Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays Andrew Hollenhorst, Chief US Economist at Citi, discusses US inflation, the market rally, and Fed independence. Russell Brownback, Head: Global Macro Positioning at BlackRock, discusses what the bond market is signaling about the US economy. Samuel Zief, Head: Global FX Strategy at JPMorgan, talks about a weakening US dollar and whether there is a bull case for the dollar this year. Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays, talks about the persistence of the equity bull run and where equities could land in the second half.See omnystudio.com/listener for privacy information.

22 Juli 27min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 22nd, 2025Featuring:1) Adam Posen, President of the Peterson Institute for International Economics, joins for an extended discussion on trade, the dollar, and Fed independence. Stocks slipped Tuesday while investors braced for news from companies on how tariffs are filtering through to their earnings. JPMorgan Asset Management Global Market Strategist Hugh Gimber told Bloomberg TV that strong second-quarter earnings won't tell us a huge amount about where we are going forward, and that's where we are spending our energy on this earnings season, trying to gauge where the hit from tariffs will come through.2) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks about why she thinks Jay Powell will not be fired and why the release of Fannie and Freddie from conservatorship is unlikely. Treasury Secretary Scott Bessent said there should be a review of the decision to renovate parts of the Federal Reserve headquarters in Washington. Bessent said the Fed's independence "is a cornerstone of continued US economic growth and stability", and that its conduct of monetary policy "is a jewel box" that should be preserved.3) Ian Wyatt, Chief Economist at Huntington Bank, on the broader US economy, US consumer, and why the Southeast is outperforming northern states and has room to run. A record-breaking stock rally has powered on in the face of growing uncertainty over trade negotiations ahead of the Aug. 1 tariff deadline.4) Ayesha Kiani, NYU Professor and COO at MNNC Group, on the crypto and Bitcoin surge and what the passing of Stablecoin legislation means for the industry, as well as fraud potential. It comes as Bitcoin's price has surged to over $120,000, with its value coming from its finite supply and perceived role as a macro hedge.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on how the affordability crisis in New York City is expanding to a new area of urban life -- animal shelters, as well as a Business Insider story on TikTok's message to managers: Don't 'be nice' during performance reviews.See omnystudio.com/listener for privacy information.

22 Juli 39min

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

21 Juli 4min

- Chris Harvey, Head: Equity Strategy at Wells Fargo- Angelo Zino, Head: Technology at CFRA- Charles Myers, Chairman and founder at Signum Global Advisors- Claudia Sahm, Chief Economist at New Century Advisors Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino, Head: Technology at CFRA, joins to discuss Big Tech's AI investment and talent poaching as well as the outlook for the broader tech sector. Charles Myers, Chairman and founder at Signum Global Advisors, discusses Fed independence and how a less independent Fed could reshape markets. Claudia Sahm, Chief Economist at New Century Advisors, on US labor and inflation as well as Jay Powell's future as Fed Chair.See omnystudio.com/listener for privacy information.

21 Juli 22min