Bloomberg Surveillance TV: August 6th, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 11th, 2025Featuring:1) Mona Mahajan, Senior Investment Strategist at Edward Jones, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Winnie Cisar, Global Head: Strategy at CreditInsights, react to CPI. While the CPI reading remains important as an indicator of the path of US inflation, traders are waiting to get clarification on what the real trade story is and how much global growth will be impacted. 2) Virginie Maisonneuve, Global CIO Equity at Allianz, joins to discuss the global equity outlook and how inflation could play a role in US and global investments. Financial markets are closely watching whether the US and China could tamp down tensions that economists say have tipped the global economy into a downturn. After some 20 hours of negotiations in London, US officials said both sides had established a framework to revive the flow of sensitive goods, even though the plan still needs sign-off from Trump and Xi Jinping.3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about her S&P 500 target and how that could be changed by today's inflation reading. Investors have been shifting to under-owned, riskier pockets of the market like small caps and high-beta stocks, with Nomura strategist Charlie McElligott citing a “right-tail” risk.4) Karen Manna, Vice President at Federated Hermes, joins to discuss warnings signs from the bond market and opportunities for bond investors. Bond vigilantes remain focused on the US debt and deficit as uncertainty over tariffs and inflation continue.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on an AI company looking to take white collar jobs and a story in The Times on parents valuing baby girls over boys.See omnystudio.com/listener for privacy information.

11 Juni 53min

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

10 Juni 4min

- Mike Wilson, Chief US Equity Strategist at Morgan Stanley- Matt Luzzetti, Chief US Economist at Deutsche Bank- Henrietta Treyz, co-founder at Veda Partners- Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses whether the equity rally since April can continue with less choppiness than many anticipate. Matt Luzzetti, Chief US Economist at Deutsche Bank, joins for a preview of CPI and where he believes the path for interest rates and inflation is in 2025. Henrietta Treyz, co-founder at Veda Partners, discusses the latest on the tax bill and other political headlines. Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management, discusses warnings from the bond market in 2025 and whether the market could experience a credit crunch amid a tight economic environment.See omnystudio.com/listener for privacy information.

10 Juni 28min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 10th, 2025Featuring:1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins in studio for a discussion on the global impact of tariffs and what to expect from CPI. It comes as the US and China are resuming trade talks in London, aiming to agree on exports of key tech and industrial goods and avoid escalating their trade war. The outcome of the talks is being closely watched by financial markets.2) Francisco Blanch, Head: Global Commodities at Bank of America Securities, joins to discuss how the trade war is upending agriculture market fundamentals and the outlook for energy and global commodities. It comes as the oil market is expected to be in surplus later this year due to a Saudi-led output surge and increasing production from outside OPEC+. Its trajectory will depend on factors such as OPEC+ output, trade wars, and demand growth.3) David Doyle, Head of Economics and leads coverage in the Americas at Macquarie, discusses the US labor market and inflation as well as the view from Canada. Despite an increase in optimism from small businesses and market watchers amid an equity market rally, the uncertainty index rose, driven by concerns over President Trump's tariffs and tax legislation, with taxes ranking as the single most important problem.4) Jeff deGraaf, Head: Technical Research at Renaissance Macro Research, joins for an extended discussion on market fundamentals amid continued policy uncertainty from DC. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT report on sharing while traveling and Business Insider's story on one Wall Street analyst using AI to predict a major antitrust case.See omnystudio.com/listener for privacy information.

10 Juni 44min

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

9 Juni 3min

- Andrew Hollenhorst, Chief US Economist at Citi- Elizabeth Economy, Senior Fellow at the Hoover Institution- Francisco Blanch, Head: Global Commodities at Bank of America- Claudia Sahm, Chief Economist at New Century AdvisorsAndrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negotiations. Francisco Blanch, Head: Global Commodities at Bank of America, talks about the outlook for commodities and oil and energy prices globally. Claudia Sahm, Chief Economist at New Century Advisors, breaks down the health of the labor market and where it's trending in 2025.See omnystudio.com/listener for privacy information.

9 Juni 29min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 9th, 2025Featuring:1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty.2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss DC headlines including the riots in LA and latest on the tax bill after Elon Musk's White House fallout. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.3) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, talks about why history rhymes between now and the 2000 .com bubble and the potential for a consumer crunch. Markets are focusing on a $22 billion auction of 30-year bonds on Thursday and Wednesday's US inflation report for May, which may show a slightly faster pace of price increases.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg reporting on baseball's TV deal and WSJ's look at Father's Day gifts.See omnystudio.com/listener for privacy information.

9 Juni 30min

Former New York Governor Andrew joined Bloomberg Surveillance to talk about his candidacy for Mayor of New York City, President Trump's immigration policies and the state of the Democratic party. He speaks with Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

9 Juni 25min