Fed Easing and Tariffs

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

12 Aug 4min

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist: North America at PIMCO- Jon Lieber, Head: Research at Eurasia Group- Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee outlook for inflation and rate cuts in the US. Jon Lieber, Head: Research at Eurasia Group, talks about President Trump's tariffs and economic and political priorities in a second Trump administrating. Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University, discusses the latest developments in US-China relationsSee omnystudio.com/listener for privacy information.

12 Aug 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025Featuring: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.

12 Aug 50min

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

11 Aug 3min

- Eric Rosengren, former President of the Federal Reserve Bank of Boston- Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs- Henrietta Treyz, co-founder at Veda Partners- Ryan Petersen, Chairman and CEO of Flexport Eric Rosengren, former President of the Federal Reserve Bank of Boston, joins to discuss recent eco data and outlook for the US labor market and potential for rate cuts. Henrietta Treyz, co-founder at Veda Partners, joins to discuss the Trump administration's trade policy and how it will impact its broader economic agenda. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, joins to discuss global inflation and the equity outlook in the US and abroad. Ryan Petersen, Chairman and CEO of Flexport, talks tariffs and how the US' reshaped trade policy impacts businesses.See omnystudio.com/listener for privacy information.

11 Aug 30min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 11th, 2025Featuring:1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk about the AI rally and whether there will be more choppiness in equities to end 2025. Stocks erased gains as traders dialed back optimism that a summit between US President Trump and Russia’s Vladimir Putin would bring the war in Ukraine closer to a resolution. Traders are also awaiting US inflation data on Tuesday to gauge the impact of tariffs on prices.2) Lauren Saidel-Baker, Economist at ITR Economics, previews tomorrow's CPI report and talks about a well-positioned consumer in spite of a weakening labor market. US consumers probably experienced a slight pickup in underlying inflation in July as retailers raised prices on items subject to higher import duties. Higher US tariffs have started to filter through to consumers in categories such as household furnishings and recreational goods, but a separate measure of core services inflation has so far remained tame.3) Angela Stent, Senior Fellow at the Brookings Institute, previews the Trump-Putin summit in Alaska. Markets initially found some reassurance in renewed diplomatic efforts to end the war in Ukraine, with President Trump and Russian president Vladimir Putin set to meet in Alaska on Friday, even as Ukrainian President Volodymyr Zelenskiy continues to reject ceding land. However, optimism in markets began to dim.4) Geoffrey Meacham, Global Head of Healthcare at Citi, discusses his price targets across health stocks and why he's signaling a rebound for Eli Lilly after last week's drop.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on noise cameras becoming the new frontier in automated traffic enforcement and a Bloomberg News piece on sports entering its streaming era.See omnystudio.com/listener for privacy information.

11 Aug 36min

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

8 Aug 3min

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee- John Vinh, Equity Research Analyst at Keybanc- Collin Martin, Fixed Income Strategist at Charles Schwab Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee, discusses the Trump administration's tariff strategy and outlook for US trade. John Vinh, Equity Research Analyst at Keybanc, talks about Intel after President Trump called on their CEO to resign. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses how the bond market is pricing in recent economic data.See omnystudio.com/listener for privacy information.

8 Aug 27min