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 conversations with Bob Michele & Brad Bechtel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

1 Juli 3min

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Henrietta Treyz, co-founder at Veda Partners- Blerina Uruci, Chief US Economist at T. Rowe Price- Collin Martin, Fixed Income Strategist at Charles Schwab Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to discuss the sustainability of the equity rally and his S&P 500 target. Henrietta Treyz, co-founder at Veda Partners, talks about the latest on tax bill deliberations in the Senate and whether the bill will be passed by July 4th. Blerina Uruci, Chief US Economist at T. Rowe Price, reacts to recent eco data and offers her outlook for the US economy. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses warning signs about the US economy from the bond market.See omnystudio.com/listener for privacy information.

1 Juli 35min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 1st, 2025Featuring:1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the outlook for yields and why there could be more bond investment in 2025. The 10-year Treasury yield declined four basis points to 4.19% in the early morning as investors increased wagers on the scale of potential Federal Reserve interest rate cuts this year.2) Cam Dawson, CIO at NewEdge Wealth, talks about equity all-time highs and raising the pain trade. US equity futures retreated slightly after the S&P 500 notched its best quarter since 2023, as investors monitor progress on trade talks and wrangling in Washington over President Trump’s tax bill.3) George Goncalves, Head: US Macro Strategy MUFG Securities, Americas, talks about the outlook for US economic growth should the tax bill pass and his economic projections for 2025 as the labor market shows signs of weakening. Investors are also watching for a slew of economic data, including PMI readings and the US job openings report, ahead of Thursday’s nonfarm payrolls, and a discussion on monetary policy at the European Central Bank’s annual retreat.4) Michael Lasser, Equity Research Analyst: Consumer Hardline Staples at UBS, explores the potential ramifications of the bill on an aggregate consumer spending level, as well as the potential impacts for each consumer subsector and individual stocks. US consumer spending declined 0.3% in May, the most since the start of the year, indicating uncertainty around the Trump administration's economic policies is weighing on growth.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a story from The Athletic on ESPN and MLB resuming broadcasting rights talks and a WSJ story on why the July 4th BBG may get more expensive.See omnystudio.com/listener for privacy information.

1 Juli 35min

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

30 Juni 4min

- 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