Ukraine Developments and Previewing Jackson Hole

Ukraine Developments and Previewing Jackson Hole

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025
Featuring:
1) Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss the Fed's case for a rate cut and what he expects from Jackson Hole this week. Traders are staying cautious ahead of the Federal Reserve’s annual retreat at Jackson Hole later this week, with Chairman Jerome Powell’s speech keenly watched for guidance on a September interest-rate cut.
2) Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, joins to discuss his rate cut call as traders prep for Jay Powell's Jackson Hole speech. Investor expectations for monetary easing next month fluctuated in recent days, pricing in more than a quarter-point cut at one point, amid mixed signals on inflation and the strength of US consumers.
3) Angela Stent, Senior Fellow at the Brookings Institute, offers her analysis of the Trump-Putin summit and what Russian President Vladimir Putin gained from the meeting. President Trump and Vladimir Putin agreed that the US could offer security guarantees to Ukraine, according to Steve Witkoff, Trump's special envoy. The details of the security guarantees and any potential territorial concessions remain unclear, with Secretary of State Marco Rubio offering less certainty on the topic than Witkoff.
4) Kona Haque, Head of Commodities Research at ED&F Man, discusses her note on the major moves in coffee prices and how tariffs will affect it, and offers her macro and oil outlook. Coffee remains highly volatile due to geopolitical and weather instability.

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Sinche: markets more excited about "Brexit" than is justified

Sinche: markets more excited about "Brexit" than is justified

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22 Feb 201611min

Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 20168min

Hintz: fixed income remains a problem child for banks

Hintz: fixed income remains a problem child for banks

NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201612min

7am-8am: Hintz & Sinche

7am-8am: Hintz & Sinche

NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201642min

7am-8am: Khan & Collender

7am-8am: Khan & Collender

ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how that affects the budget debate. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

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