CPI, Eco Data, and Ukraine

CPI, Eco Data, and Ukraine

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, react to CPI and discusses weakening US labor data, as well as President Trump naming EJ Antoni the new BLS chief. Despite economists concerned about the potential for rising inflation, Wall Street firms, including JPMorgan Chase & Co. and Morgan Stanley, expect investors to focus on strong corporate earnings and interest-rate cuts, according to Andrew Tyler and Mike Wilson.
2) Ethan Harris, former Head of Global Economic Research at Bank of America, talks about CPI and the reliability of American economic data with a new BLS chief. President Trump wrote that Antoni will ensure that the numbers released are "HONEST and ACCURATE", and Steve Bannon called Antoni "the perfect guy at the perfect time to run the BLS." Erica Groshen said that what worries her is that the nominee and his work are not well known in the business, academic or public service communities, and Jason Furman said that Antoni is "completely unqualified" to lead BLS.
3) Kira Rudik, Member of Parliament for the Ukrainian government, on the war in Ukraine, President Trump's summit with Vladimir Putin in Alaska this Friday, and the scheduled call between President Trump, Volodymyr Zelenskiy and other European leaders on Wednesday. President Trump is downplaying expectations for his upcoming meeting with Russian leader Vladimir Putin, calling it a "feel-out meeting."
4) Huw van Steenis, Partner at Oliver Wyman, discusses private credit outlook and the enablement of retirement savings to invest in private assets.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal on salaries and Bloomberg's reporting on Taylor Swift's album announcement.

See omnystudio.com/listener for privacy information.

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Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Feb 201611min

Abramowicz: junk bond world has become toxic

Abramowicz: junk bond world has become toxic

Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Feb 201611min

9am-10am ET: Kashkari, Abramowicz & Ghahramani

9am-10am ET: Kashkari, Abramowicz & Ghahramani

The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement.See omnystudio.com/listener for privacy information.

17 Feb 201642min

8am-9am ET: Friedman, Lawson & Schork

8am-9am ET: Friedman, Lawson & Schork

Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jeremy Lawson takes the pulse of the U.S. economy. And Schork Group's Stephen Schork considers why commodities can't find a bid. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Feb 201642min

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to discuss the rebellion against the NCAA. WPP's Martin Sorrell weighs in on the Brexit debate and the future of the advertising industry. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Feb 201642min

Bloomberg Surveillance: Cohen & Dequadros

Bloomberg Surveillance: Cohen & Dequadros

Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturing numbers. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Feb 201642min

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technicals in the equity markets and NBC's Chuck Todd speaks about the politics behind appointing a new justice to the Supreme Court. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Feb 201642min

Bloomberg Surveillance: Roschelle & Kasman

Bloomberg Surveillance: Roschelle & Kasman

PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Feb 201642min

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