Previewing Jackson Hole

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025Featuring:1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappointing economic data.2) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for an extended discussion on private investments and how she's approaching markets and investing in her new role. Recently, Apollo CEO Marc Rowan said trading private assets has the potential to turn the industry “on its head” and that those who resist it are generally charging high fees. Rowan stated that in every industry where transparency of pricing and daily price availability has taken place, the industry has grown massively, and that Apollo's partnership with banks to trade private credit will provide real-time pricing on the asset class.3) Steve Auth, CIO, Equities at Federated Hermes, talks the soft-hard data gap and the outlook for equities. Data Tuesday showed weakening US services amid sticky price pressures, further complicating the Federal Reserve’s policy challenges after last week’s weak jobs numbers.4) Douglas Holtz-Eiken, President at the American Action Forum and former Director of the Congressional Budget Office, joins to discuss the dismissal of the BLS chief and the tariff impact on the US economy.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's coverage of Disney's ESPN buying NFL Network and other assets and Business Insider's story on Microsoft's stricter return-to-office policy.See omnystudio.com/listener for privacy information.

6 Aug 47min

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

5 Aug 3min

Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance Amanda Lynam, Head of Macro Credit Research, BlackRock See omnystudio.com/listener for privacy information.

5 Aug 22min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 5th, 2025Featuring:1) Andrew Cuomo, NYC Mayoral candidate and former NY Governor, on the state of the race and how New York City is a national story. 2) Erica Groshen, former Commissioner of the Bureau of Labor Statistics and currently a Senior Advisor at Cornell, on President Trump firing a BLS chief after weak jobs data. 3) Henrietta Treyz, co-founder at Veda Partners, on President Trump's tariff push4) Lisa Mateo joins with the latest headlines in newspapers across the US, including how AI is listening to your meetings and how NYC's iconic Flatiorn Building will get bathed in lights for the first time in 123 yearsSee omnystudio.com/listener for privacy information.

5 Aug 37min

- Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research- Michelle Meyer, Chief Economist at the Mastercard Economics Institute- Lynn Martin, President at NYSE- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, discusses the outlook for the equity rally after President Trump's tariff deadline and his firing of the head of the Bureau of Labor Statistics. Michelle Meyer, Chief Economist at the Mastercard Economics Institute, talks about the outlook for the US consumer, consumer spending, and the US economy. Lynn Martin, President at NYSE, discusses the outlook for IPOs, regulation, and crypto products. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his Opinion column on how the Fed is currently under siege and why he believes it will come out OK.See omnystudio.com/listener for privacy information.

4 Aug 31min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 31st, 2025Featuring:1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, offers her S&P target and talks about risks to the market and whether US government data can be trusted. Stocks clawed back some of last week’s steep losses as equity investors pinned their hopes on the Federal Reserve to ride to the rescue with interest-rate cuts following Friday’s dismal US jobs data.2) Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, on how the bond market could punish President Trump for firing the BLS chief, or whether the warnings will go unheeded and the market will continue to rally. Treasuries pared last week’s gains, with yields on the 10-year climbing three basis points to 4.25%. The US 10-year yield had dropped 16 basis points Friday, while policy-sensitive two-year yields fell 28 basis points.3) Kara Murphy, CIO at Kestra Investment Management, brings us into the market open and talk about asset allocation and the equity outlook. Friday’s tumble on Wall Street — sparked by rising US unemployment and slower job creation — boosted bets on a Fed rate cut to support the economy. Traders rushed into Treasuries despite worries about the inflationary effect of President Trump’s tariffs, which have kept policy makers in hawkish mode.4) Sevasti Balafas, CEO at GoalVest Advisory, discusses the true risks to the market following a big week of eco moves last week and how clients are positioning.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on graduate school and the New York Times' story on Curtis Sliwa's appearance as he runs for NYC mayor.See omnystudio.com/listener for privacy information.

4 Aug 32min

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

1 Aug 5min

- Jamieson Greer, US Trade Representative at Office of the US Trade Representative- Stephanie Roth, Chief Economist at Wolfe Research- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock- Tom Forte, Senior Consumer Internet Analyst at Maxim Group- Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income Jamieson Greer, US Trade Representative at Office of the US Trade Representative, joins Bloomberg Television for a discussion on tariff policy and US trade as the Trump administration reaches its August 1 deadline on tariffs. Stephanie Roth, Chief Economist at Wolfe Research and Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, and Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income react to the July jobs report. Tom Forte, Senior Consumer Internet Analyst at Maxim Group, reacts to Apple earnings as Big Tech earnings wrap up.See omnystudio.com/listener for privacy information.

1 Aug 26min