Bloomberg Surveillance TV: August 20th, 2025

Alphabet’s Google will have to share some of its search data with competitors, but will not have to sell its popular Chrome web browser, a federal judge ruled Tuesday in the Justice Department’s landmark antitrust case against the search engine. The ruling allows Google to avoid one of the most severe remedy requests from the US government after the court found the company had an illegal monopoly in the search market. Judge Amit Mehta did bar Google from entering into exclusive contracts for internet search.The finding follows Mehta’s ruling last year that Google illegally monopolized the markets for online search and search advertisements. Mehta held a three-week hearing in April to determine a fix.The order is one of the most monumental court decisions affecting the tech sector in more than a quarter century, and could offer a blueprint for other judges who may end up weighing similar choices in cases against Meta Platforms, Amazon and Apple.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Global Head of Technology Research Mandeep Singh and Bloomberg News Senior Executive Editor for Global Tech Tom Giles See omnystudio.com/listener for privacy information.

2 Sep 14min

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

2 Sep 4min

- Phil Orlando, Chief Equity Market Strategist at Federated Hermes- Leland Miller, CEO at China Beige Book- Ken Hoexter, Senior Analyst at Bank of America- Erin McLaughlin, Senior Economist at The Conference Board Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US growth concerns. Leland Miller, CEO at China Beige Book, talks about the meeting of various world leaders in Beijing and the outlook for the Chinese economy amid US tariffs. Ken Hoexter, Senior Analyst at Bank of America, talks about the impact of the removal of the de minimus tax on shippers. Erin McLaughlin, Senior Economist at The Conference Board, discusses eco data and the outlook for rates and the Fed.See omnystudio.com/listener for privacy information.

2 Sep 20min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 2nd, 2025Featuring:1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets, discusses her S&P target and whether she remains bullish as summer wraps. Stocks fell alongside bonds in the premarket, driven by concerns over government finances and lingering inflation risks. Gold briefly topped $3,500 an ounce, fueled by mounting bets on rate cuts and unease about the Federal Reserve’s independence.2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the court tariff ruling and the latest DC headlines. Afederal appeals court ruled that President Donald Trump exceeded his authority by imposing global tariffs through an emergency law, but let the levies stay in place while the case proceeds.3) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, joins for a discussion President Trump's tariff regime, how it could make its way to SCOTUS, and the latest on the impact of broad based tariffs. 4) Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to talk the most important debates across tech and communications through the rest of 2025.See omnystudio.com/listener for privacy information.

2 Sep 27min

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

29 Aug 4min

- Krishna Guha, Vice Chairman at Evercore ISI- Heath Terry, Global Head: Tech and Communications Research at Citi- Dana Telsey, CEO at Telsey Advisory Group- Ryan Wang, US Economist at HSBC Krishna Guha, Vice Chairman at Evercore ISI, joins to talk about Fed independence and the US economic outlook. Heath Terry, Global Head: Tech and Communications Research at Citi, discusses covering equities tied to AI and his outlook for the sector and hyper scaler CapEx. Dana Telsey, CEO at Telsey Advisory Group, talks about consumer health and retail ahead of the school season. Ryan Wang, US Economist at HSBC, reacts to PCE.See omnystudio.com/listener for privacy information.

29 Aug 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 29th, 2025Featuring:1) Sarah Wolfe, Senior Economist with Morgan Stanley, Yelena Shulyateva, Senior Economist at The Conference Board, and Michael McKee, International Economics & Policy correspondent for Bloomberg News, react to PCE and discuss the outlook for inflation, labor, and rate cuts in the US. Stocks retreated as traders cut risk before the release of the US inflation data that is testing expectations on how quickly the Federal Reserve can reduce interest rates.2) Meera Chandan, Co-Head: FX Strategy Team at JPMorgan, joins for an extended discussion on Fed independence, dollar weakness ahead of key economic data points this week and next, and turmoil in France this week.3) Frances Donald, Chief Economist at RBC, brings us into the market open and talks about labor weakness and inflation and how the US labor market could rapidly deteriorate. It comes as Federal Reserve Governor Christopher Waller called for lower interest rates, saying he would support a reduction in September and anticipates additional cuts over the next three to six months, with the pace driven by incoming data.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ piece on higher prices coming to household staples and a Business Insider piece on Naomi Osaka's big Labubu bling.See omnystudio.com/listener for privacy information.

29 Aug 45min

- Gita Gopinath, Deputy Managing Director at the IMF- Stuart Kaiser, Head: US Equity Trading at Citi- Dan Ives, Global Head: Technology at Wedbush Securities- Nela Richardson, Chief Economist at ADP Gita Gopinath, Deputy Managing Director at the IMF, joins to discuss leaving the IMF, her role at the IMF and her outlook for global economies, and ahead of her new role as John Zwaanstra Professor of International Studies and of Economics at Harvard University. Stuart Kaiser, Head: US Equity Trading at Citi, discusses his S&P outlook and talks about how markets are pricing in Nvidia earnings and headline risk. Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and talks about the bull case for tech, AI, and Nvidia. Nela Richardson, Chief Economist at ADP, discusses jobless claims and the outlook for the US labor market and US economy.See omnystudio.com/listener for privacy information.

28 Aug 36min