Geopolitical and Tariff Variables Impacting markets

Geopolitical and Tariff Variables Impacting markets

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Thursday’s a weak sale of 30-year debt signaled waning appetite for US debt.
2) Larry McDonald, founder at the Bear Traps Report, joins to talk about how the bond market is pricing in recent tariff and economic policies out of the Trump admin and speculates how President Trump could reshape the Fed and its impact on markets. The S&P 500 is near a record high following a 30% surge from its April lows, supported by robust corporate earnings and hopes the Federal Reserve will cut interest rates to support the economy.
3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks about the Trump admin's approach to the war in Ukraine and how global economies are managing US tariffs. President Trump said he’d be willing to meet with Vladimir Putin, even if Putin hadn’t yet agreed to also sit down with Ukrainian President Volodymyr Zelenskiy. Trump told reporters he was “very disappointed” with Putin’s behavior and left open the possibility of additional penalties over the war in Ukraine as soon as Friday.
4) Stefanie Stantcheva, Economist at Harvard University, talks about how "zero-sum thinking" is reshaping economics and how a rearing back of inflation could further weigh on American consumers.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on doctors warning about "AI psychosis" and a Business Insider story on how TikTok users are booking hotels.

See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Lee & Hewitt

Bloomberg Surveillance: Lee & Hewitt

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11 Feb 201642min

Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance: Ross, Abramowicz & White

Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on the looming wave of economic defaults. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Ricchiuto & Newport

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Sinche and Chandler on Currencies

Bloomberg Surveillance: Sinche and Chandler on Currencies

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Robert Sinche Global Strategist Amherst Pierpont Securities LLC on global market weakness and potential causes Marc Chandler Senior VP:New York/Head:Currency Brown Brothers Harriman & Co on FXSee omnystudio.com/listener for privacy information.

10 Feb 201642min

Bloomberg Surveillance: Lee, Milligan and Todd

Bloomberg Surveillance: Lee, Milligan and Todd

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Eric Lee Vice President Citigroup Global Markets Inc on global commodity markets Andrew Milligan Head:Global Strategy Standard Life Investments Limited on health of economy Chuck Todd Chief White House Correspondent Natl Broadcasting Co Inc on politicsSee omnystudio.com/listener for privacy information.

9 Feb 201642min

Bloomberg Surveillance: Zingales and Marinov on Markets

Bloomberg Surveillance: Zingales and Marinov on Markets

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Luigi Zingales Professor:Finance/Economist University of Chicago Booth School of Business on economy Valentin Marinov MD/Head:G10 FX Research Credit Agricole CIB London on FXSee omnystudio.com/listener for privacy information.

8 Feb 201642min

Bloomberg Surveillance: Glassman and Gross

Bloomberg Surveillance: Glassman and Gross

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: James E Glassman Senior Economist JP Morgan Securities LLC on Jobs Day William Hunt Gross "Bill" Fund Manager Janus Capital Management LLC on jobs daySee omnystudio.com/listener for privacy information.

5 Feb 201642min

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