Previewing Jackson Hole

-Terry Haines, Pangea Policy Founder -Steve Ricchiuto, Mizuho Chief Economist-Richard Masters, Premier League CEOSee omnystudio.com/listener for privacy information.

28 Juli 23min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 28th, 2025Featuring:1) Kriti Gupta, host of Bloomberg TV & Radio in London, on European capitals are putting a brave face on the trade deal they struck with President Donald Trump, which will see the European Union accept a 15% tariff on most of its exports to the US while reducing levies on some American products to zero.2) Elizabeth Economy, Hargrove Senior Fellow and co-chair of the Program on the US, China, and the World at Stanford University’s Hoover Institution, on US and Chinese officials are meeting Monday to extend their tariff detente beyond a mid-August deadline, and haggle over other ways to further defuse trade tensions.3) Tiffany Wilding, Economist: North America at PIMCO, on Federal Reserve officials are determined to hold interest rates steady a little while longer, though an increasingly contentious debate at this week’s policy meeting may bolster expectations for rate cuts in the fall.Fed Chair Jerome Powell is under intense pressure from President Donald Trump and his allies to reduce borrowing costs, and may face multiple dissents this week from officials who want to provide support to a slowing labor market.4) Curtis Sliwa, founder and CEO of the Guardian Angels and NYC Mayoral candidateSee omnystudio.com/listener for privacy information.

28 Juli 39min

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

25 Juli 4min

- Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group- Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America- Gregory Daco, Chief Economist at EY Parthenon- Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group, joins to discuss the outlook for US markets and inflation as well as Fed independence. Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America, talks about tariffs on copper and opportunities in commodity markets amid volatility. Gregory Daco, Chief Economist at EY Parthenon, joins to discuss the outlook for inflation and labor in the US. Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses bond market signals on the US economic outlook.See omnystudio.com/listener for privacy information.

25 Juli 33min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 25th, 2025Featuring:1) David Rosenberg, Founder and President Rosenberg Research & Associates, joins for a discussion on rates, US inflation, and the importance of Fed independence. Federal Reserve Chair Jerome Powell is under attack by President Trump, who is using a "flood the zone" strategy to pressure the Fed to lower interest rates. Trump's approach involves personally attacking Powell, questioning the Fed's spending, and discussing potential replacements, according to the article.2) Brian Wieser, Principal at Madison & Wall, talks about the Skydance-Paramount deal getting FCC approval. The US Federal Communications Commission approved Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices. As part of the accord, Skydance vowed to ensure that the new company's programming embodies a diversity of viewpoints from across the political and ideological spectrum, according to FCC Chairman Brendan Carr.3) Alicia Levine, Head of Investment Strategy and Equities at BNY, discusses her S&P 500 target and talks the pain trade and surprises to the upside. Stocks dipped at the end of a record-setting week after lackluster results from Volkswagen AG and Puma SE. Goldman's trading desk wrote in a note to clients "If you are nervous, the market is making it very easy to rent hedges" as a slew of risks loom over the market's record advance.4) Marta Norton, Chief Investment Strategist at Empower, on asset allocation and potential for market volatility in the second half of 2025.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on the divided New York family, as young voters who supported Zohran Mamdani persuade their parents to do the same, as well as Business Insider's story on how people can Venmo the US government to help pay down the debt.See omnystudio.com/listener for privacy information.

25 Juli 32min

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

24 Juli 4min

- Ajay Rajadhyaksha, Global Chairman: Research at Barclays- Dan Ives, Global Head: Technology at Wedbush Securities- Libby Cantrill, Head: Public Policy at PIMCO- Nela Richardson, Chief Economist at ADP Ajay Rajadhyaksha, Global Chairman: Research at Barclays, discusses President Trump's visit to the Federal Reserve today and how Fed independence affects markets. Dan Ives, Global Head: Technology at Wedbush Securities, talks tech earnings and Tesla. Libby Cantrill, Head: Public Policy at PIMCO, discusses President Trump's tariff and economic priorities. Nela Richardson, Chief Economist at ADP, reacts to jobless claims and talks about the labor market in the US.See omnystudio.com/listener for privacy information.

24 Juli 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 24th, 2025Featuring:1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins for an extended discussion about the equity rally and fundamentals driving markets higher. Global equities continued their rally as bulls drew fresh conviction from signs the US may strike more trade deals soon after clinching a pact with Japan.2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and talks about why he's remained bullish amid so much policy uncertainty. A gauge of the world’s stocks hit a new record high, and Europe’s Stoxx 600 index advanced after a clutch of strong earnings and reports the US is closing in on an agreement with the European Union.3) Michael Feroli, Chief U.S. Economist at JPMorgan, talks about the labor market, inflation, and Fed independence. President Trump will visit the Federal Reserve to tour a construction site he has criticized for cost overruns. Trump has been attacking Fed Chair Jerome Powell for not cutting rates and has criticized the Fed's $2.5 billion renovation project.4) Natasha Sarin, President and co-founder at Yale Budget Lab, talks about their most recent findings from the YBL on the state of US tariffs. President Trump suggested that he would not go below 15% as he sets reciprocal tariff rates ahead of an Aug. 1 deadline. The president has left the door open for countries to make agreements that could lower the tariff rates, and some countries are aiming to bring down their tariff rates to the 15% level.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ report on NBCUniversal reportedly discussing launching a sports cable network and USA Today's report on how hotter summers have travelers ditching the beach for "coolcations."See omnystudio.com/listener for privacy information.

24 Juli 32min