Bloomberg Surveillance TV: August 8th, 2025

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

23 Juni 4min

- Norman Roule, Senior Adviser at the Center for Strategic & International Studies- Daan Struyven, Head: Commodity Research at Goldman Sachs- Mark Esper, former US Secretary of Defense- Danny Danon, Israel's Ambassador to the United NationsNorman Roule, Senior Adviser at the Center for Strategic & International Studies, discusses the US strikes on Iran and what's next for conflict in the Middle East. Daan Struyven, Head: Commodity Research at Goldman Sachs, offers his outlook for oil and global commodities in the wake of the US' attack on Iran. Mark Esper, former US Secretary of Defense, talks about the strategy aimed at weakening Iran's nuclear capabilities and whether early indications show the US achieved its objectives. Danny Danon, Israel's Ambassador to the United Nations, talks about Israel's position in the Middle East after the US' strike on Iran.See omnystudio.com/listener for privacy information.

23 Juni 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 23rd, 2025Featuring:1) Richard Haass, Senior Counselor with Centerview Partners & President Emeritus at Council on Foreign Relations, joins for a discussion on the Israel-Iran conflict. Iran vowed retaliation and continued attacks on Israel following US strikes on its nuclear facilities, fueling fears of a wider war in the Middle East and rattling global markets. The conflict has also raised concerns about oil prices and inflation.2) Robert D. Kaplan, author and foreign affairs expert, joins for a discussion on the Iran-Israel conflict and whether the US involvement stops at this weekend's strikes. The US operation targeted nuclear sites at Fordow, Natanz, and Isfahan, and included 125 aircraft, strikes by Tomahawk missiles, and the use of 14 Massive Ordnance Penetrator bombs.3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on why oil has now become central to her 2025 S&P target. US equity futures advanced and crude prices fluctuated on speculation that Iran's response to Washington's bombing of its nuclear sites is unlikely to significantly disrupt oil traffic from the Middle East.4) Steven Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and discusses how the Fed's approach to rates could be reshaped by a potential oil and inflation spike. The yield on 10-year Treasuries rose two basis points to 4.39%, and a data release showed private sector activity in the euro area barely grew in June, as erratic US trade policy and geopolitical conflicts leave companies uncertain about what's next.5) Paul Sankey, Lead Analyst at Sankey Research, discusses the path for oil and energy from here. Oil prices initially surged after US strikes on Iranian nuclear sites, but later dropped as fears of an immediate supply disruption faded. The oil market remains gripped by an escalating crisis, with risks including a potential disruption to supplies through the Strait of Hormuz and attacks on crude infrastructure in rival suppliers.See omnystudio.com/listener for privacy information.

23 Juni 47min

American bombers struck Iran’s three main nuclear sites overnight, putting the US directly into Tehran’s war with Israel despite President Donald Trump’s longtime promises to avoid new conflicts.Addressing the nation late on Saturday in Washington, Trump said Iran’s “key nuclear enrichment facilities have been completely and totally obliterated.” He threatened “far greater” attacks if Iran doesn’t make peace, raising the specter of even deeper US involvement in a Middle Eastern war that began with Israel’s strikes on the Islamic Republic nine days ago.Trump earlier said US planes dropped bombs on Fordow, a uranium-enrichment site buried deep under a mountain and seen as vulnerable only to “bunker buster” munitions that the US possesses. Natanz and Isfahan, two other sites, were also struck.“Our objective was the destruction of Iran’s nuclear enrichment capacity and a stop to the nuclear threat posed by the world’s No. 1 state sponsor of terror,” Trump said. “Iran, the bully of the Middle East, must now make peace. If they do not, future attacks will be far greater — and a lot easier.”Iran’s foreign minister, Abbas Araghchi, said the US’s move “outrageous and will have everlasting consequences.”“Iran reserves all options to defend its sovereignty, interest, and people,” he said.Tehran’s nuclear regulatory agency said there was no sign of radiation contamination at the sites and that it had take precautions in anticipation of an attack.On this special edition of Bloomberg Surveillance, hosts Tom Keene and Paul Sweeney speak with:- Ethan Bronner, Israel Bureau Chief for Bloomberg News- Joe Mathieu, co-host of Bloomberg Balance of Power- Gautam Mukunda, professor at Yale School of Management and Bloomberg Opinion columnist- Dan Williams, Bloomberg News Jerusalem reporter - Jennifer Lawless, professor at University of VirginiaSee omnystudio.com/listener for privacy information.

22 Juni 40min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 20th, 2025Featuring:1) Dan Williams, Bloomberg News reporter, on President Donald Trump signaling he would give diplomacy a chance before deciding whether to strike Iran, dialing back on recent comments that suggested military action could be imminent.2) David Katz, President and CIO of Matrix Asset Advisors, on why he is hopeful there will be some clarity in the current conflict in the upcoming months. After that, however, we will then return to the week to week and month to month uncertainties with Tariff and the current tax and spending bill that’s making its way through congress.3) Alisa Rusanoff, CEO at Eltech, on what risks lender are currently facing in the shipping space.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how side hustles nowadays are more about necessity than a passion. Plus, a Bloomberg report about Capital One's New JFK Lounge Makes a Play for Premium TravelersSee omnystudio.com/listener for privacy information.

20 Juni 24min

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged and continued to pencil in two rate cuts in 2025, saying uncertainty over the economic outlook was still high but had diminished. The Federal Open Market Committee voted unanimously on Wednesday to hold the benchmark federal funds rate in a range of 4.25%-4.5%, as they have at each of their meetings this year. Officials also downgraded their estimates for economic growth this year while lifting their forecasts for unemployment and inflation. Speaking to reporters following the decision, Chair Jerome Powell repeated his view that the central bank was “well positioned to wait to learn more about the likely course of the economy before considering any adjustments to our policy stance.” See omnystudio.com/listener for privacy information.

18 Juni 24min

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

18 Juni 4min

- Rafael Grossi, IAEA Director- Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock- Claudia Sahm, Chief Economist at New Century AdvisorsRafael Grossi, IAEA Director, joins to discuss the outlook for global energy prices amid the escalating conflict between Israel and Iran. Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President, looks ahead to today's Fed meeting and discusses whether the Fed will soon cut rates. Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, talks about the outlook for equities amid continued global uncertainty and rising geopolitical tensions. Claudia Sahm, Chief Economist at New Century Advisors, talks about whether the Fed will lower rates should the labor market show signs of deteriorating.See omnystudio.com/listener for privacy information.

18 Juni 31min