Stocks Look Forward Past Nvidia

- 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

Featuring: Eswar Prasad, Cornell University professor on Fed independence Kate Kalutkiewicz, Trade Practice Lead, McLarty Associates on TariffsMarc Short, Former Chief of Staff to Vice President Mike Pence on the White HouseSee omnystudio.com/listener for privacy information.

28 Aug 19min

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

27 Aug 4min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 27th, 2025Featuring:1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenzi, Executive Vice President at PIMCOSee omnystudio.com/listener for privacy information.

27 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 Libby Cantrill & Jeff deGraaf. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

26 Aug 4min