Bloomberg Surveillance TV: August 6th, 2025

Bloomberg Surveillance TV: August 6th, 2025

- Stephen Auth, CIO: Equity at Federated Hermes
- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group
- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC
- Richard Greenfield, Partner at Lightshed Partners

Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group, discusses opportunities in private investments and the outlook for private markets. Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC, talks tech in the US and globally and 2025 growth across the space. Richard Greenfield, Partner at Lightshed Partners, discusses Disney earnings.

See omnystudio.com/listener for privacy information.

Avsnitt(4021)

Weekend Bonus: Latino Sports Fans

Weekend Bonus: Latino Sports Fans

We've heard of streaming platforms realizing the power of live sports. But what we haven't heard much buzz about is the growing audience who's watching. And they have more than $3.6 trillion dollars in buying power. Bloomberg's Lisa Mateo explains.See omnystudio.com/listener for privacy information.

18 Maj 5min

Introducing: Everybody's Business

Introducing: Everybody's Business

A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions happening in boardrooms, Zooms and group chats in power centers around the world. From interpreting Fed meetings to the business of wolf cloning, each week Max, Stacey and their friends at Bloomberg Businessweek guide listeners through what really went on during the last week from Wall Street and Main Street. Because what’s happening with money and markets is everybody’s business.See omnystudio.com/listener for privacy information.

17 Maj 1min

Single Best Idea with Tom Keene: Bill Lee & Ellen Wald

Single Best Idea with Tom Keene: Bill Lee & Ellen Wald

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

16 Maj 4min

Bloomberg Surveillance TV: May 16, 2025

Bloomberg Surveillance TV: May 16, 2025

- Andrew Hollenhorst, Chief US Economist at Citi- Lisa Shalett, CIO: Wealth Management at Morgan Stanley- Rep. Mike Lawler, Republican House Representative from New York- Maya MacGuineas, President at Committee For A Responsible Federal BudgetAndrew Hollenhorst, Chief US Economist at Citi, talks about his outlook for the US economy and labor market amid uncertain tariff policy and tax negotiations. Lisa Shalett, CIO: Wealth Management at Morgan Stanley, discusses asset allocation as the S&P 500 looks to close out one of its best weeks of 2025. Rep. Mike Lawler, Republican House Representative from New York, talks about tax bill negotiations in Congress. Maya MacGuineas, President at Committee For A Responsible Federal Budget, discusses the Federal deficit and how it could be affected by the GOP tax bill.See omnystudio.com/listener for privacy information.

16 Maj 28min

Trade Deals Buoy Markets as Uncertainty Remains

Trade Deals Buoy Markets as Uncertainty Remains

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 16th, 2025Featuring:1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on the yet-to-be-seen effects of tariffs on global markets and why she expects more equity volatility in 2025. The S&P 500 on track for one of its best weeks this year, as easing trade tensions between the US and China buoyed appetite for risky assets.2) Meghan Robson, Head of US Credit Strategy at BNP Paribas, on why she remains cautious on credit markets in an uncertain environment. The dollar weakened again against major peers and the 10-year yield was lower after declining Thursday, as economic data spurs speculation the Fed will cut interest rates twice this year. This, as traders await negotiations around the US budget with its promise of large tax cuts and a potential impact that will have on the fiscal deficit. 3) Bill Lee, Chief Economist at the Milken Institute, brings us into the market open and discusses uneasy progress in US trade deals and what he makes of the outcome of the US-China temporary trade truce. The 90-day reduction in tariffs has already led to a surge in transpacific shipping volumes, with bookings from China to the US particularly strong, and freight rates are rising as a result.4) Ellen Wald, Senior Fellow at the Atlantic Council, joins for a discussion on low oil prices and what President Trump's trip to the Middle East could mean for the outlook for gas and energy prices. The International Energy Agency expects a global glut in oil supply this year and next due to increasing production and slowing demand growth.5) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management, discusses reduced tail risk of a hard landing and JPM's case for sub-trend growth in 2025. Some officials, like Atlanta Fed President Raphael Bostic, expects the US economy to slow this year but not fall into recession. He also expects one rate cut in 2025.See omnystudio.com/listener for privacy information.

16 Maj 32min

Single Best Idea with Tom Keene: Michael Darda & Elizabeth Economy

Single Best Idea with Tom Keene: Michael Darda & Elizabeth Economy

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

15 Maj 5min

Bloomberg Surveillance TV: May 15, 2025

Bloomberg Surveillance TV: May 15, 2025

- Jamie Dimon, CEO and Chairman of JPMorgan Chase- Jim Zelter, President at Apollo Global Management- Gene Seroka, Executive Director at the Port of LA- Nela Richardson, Chief Economist at ADPBloomberg's Francine Lacqua sits down exclusively with Jamie Dimon, CEO and Chairman of JPMorgan Chase from the JPMorgan Global Markets Conference in Paris. Jim Zelter, President at Apollo Global Management, offers his outlook for markets and inflation amid growing economic uncertainty in the US and globally. Gene Seroka, Executive Director at the Port of LA, discusses the outlook for imports and shipping as US-China trade relations ease. Nela Richardson, Chief Economist at ADP, reacts to retail sales and jobless claims and and offers her outlook for the consumer.See omnystudio.com/listener for privacy information.

15 Maj 42min

Can Consumers Drive Markets Higher?

Can Consumers Drive Markets Higher?

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 15th, 2025Featuring:1) Michael Darda, Chief Economist at Roth Capital Partners, talks about a decreased recession risk as trade deals begin and why Trump's raising taxes and increasing the marginal tax rate won't necessarily lead to economic and financial upheaval. Traders are looking ahead to a speech by Federal Reserve Chair Jerome Powell and a slew of economic reports to gauge the sustainability of the recent equity rally, with billionaire Steve Cohen predicting a 45% chance of a US recession.2) Gene Seroka, CEO at the Port of LA, joins for a discussion on shipping and why normalizing relations with China won't lead to a surge in imports. Recently, Seroka has noted that the US-China tariff truce likely won't cause businesses to frontload inventory.3) Michelle Meyer, Chief Economist, North America at the MasterCard Economics Institute, reacts to retail sales and talks about her outlook for the consumer. Market participants have a downbeat view of retails sales heading into the day, but alternative measures of spending suggest tariff frontrunning has continued during the month. Signs of a resilient consumer could continue to support stocks.4) Elizabeth Economy, Hargrove senior fellow and co-director of the U.S., China and the world program at the Hoover Institution at Stanford University, talks about the "total reset" in the US' relationship with China, whether the US or China are winning in trade negotiations so far, and whether we'll see meaningful change in Chinese market practices. In a sign of discord today, Beijing has pushed back against a US decision aimed at curbing Chinese-made artificial intelligence chips.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on Gen Z changing what it means to be a reader and TripAdvisor's top destinations for travelers.See omnystudio.com/listener for privacy information.

15 Maj 41min

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