Stocks Look Forward Past Nvidia

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

15 Aug 3min

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank- Eddie Fishman, Professor at Columbia University- Marc Sumerlin, Managing Partner and founder at Evenflow Macro- Veronica Clark, Director: Research at Citi Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, joins to discuss his S&P target and outlook for equities amid policy and global uncertainty. Eddie Fishman, Professor at Columbia University, previews the Trump-Putin summit in Alaska. Marc Sumerlin, Managing Partner and founder at Evenflow Macro, discusses the latest on the Fed and chair candidates. Veronica Clark, Director: Research at Citi, offers her outlook on markets, the economy, and inflation.See omnystudio.com/listener for privacy information.

15 Aug 26min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 15th, 2025Featuring:1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% after a flat session Thursday, following back-to-back record closes earlier in the week, after a surprising PPI report that showed higher services costs in the US as tariffs take effect.2) Peter Tchir, Head: Macro Strategy at Academy Securities, talks about how markets might play or shrug off the Trump-Putin summit and inflation fears reigniting in the US. In Europe, the Stoxx 600 advanced 0.2% toward the highest level since March amid guarded hopes that Friday’s US-Russia summit could be an initial step toward brokering a peace deal in Ukraine and thawing relations.3) Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, talks about the Trump-Putin summit and why she believes there's "no chance" that Russia negotiates a ceasefire on acceptable terms for Europe and Ukraine. President Trump and Russian president Vladimir Putin will measure success at their summit in Alaska very differently, with Trump seeking a ceasefire in Ukraine and Putin seeing the meeting as a win without making concessions.4) Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to retail sales and discusses the paradigm shifts across global economies.See omnystudio.com/listener for privacy information.

15 Aug 24min

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

14 Aug 3min

- Ed Yardeni, Chief Investment Strategist at Yardeni Research- Norman Roule, Senior Adviser at Center for Strategic & International Studies- David Malpass, former President at The World Bank- Nela Richardson, Chief Economist at ADP Ed Yardeni, Chief Investment Strategist at Yardeni Research, discusses the equity bull case amid clarity on tariff policy and the potential for rate cuts. Norman Roule, Senior Adviser at Center for Strategic & International Studies, previews the Trump-Putin summit in Alaska. David Malpass, former President at The World Bank, discusses political and economic priorities for the second Trump administration with just over a year to go until the 2026 Midterms. Nela Richardson, Chief Economist at ADP, reacts to jobless claims and PPI and talks about the health of the US labor market.See omnystudio.com/listener for privacy information.

14 Aug 31min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 14th, 2025Featuring:1) Jim Bianco, founder at Bianco Research, joins for an extended discussion on the Fed and rate cuts, as he calls for the Fed to hold and believes an easing cycle would mark a serious policy error. US short-dated bonds yields are near their lowest level in more than three months, reflecting conviction among traders that the Federal Reserve will cut interest rates next month.2) Dean Curnutt, CEO and founder at Macro Risk Advisors, joins to talk about the "GOAT Portfolio" and the volatility outlook as the Fed looks like it could soon ease monetary policy. Henry Allen, macro strategist for Deutsche Bank AG, said that "suddenly a 25 basis point rate cut seems fairly modest and achievable" in contrast to the large moves called for by Treasury Secretary Scott Bessent and President Donald Trump.3) Cam Dawson, CIO at NewEdge Wealth, talks the resilience in equities and the pain trade as we get jobless claims and PPI.4) Tina Fordham, founder at Fordham Global Foresight, joins for an extended look at geopolitical risks ahead of the Trump-Putin summit and how it will ripple through markets. President Trump warned he would impose "very severe consequences" if Vladimir Putin didn't agree to a ceasefire agreement. Trump said he hoped to use his meeting with Putin to set up a "quick second meeting" with Ukrainian leader Volodymyr Zelenskiy, and that he would "rate" the call with European leaders "a 10." Trump assured leaders that he wouldn't negotiate territories with Putin and would push the Russian leader to meet with Zelenskiy, according to multiple people briefed on the discussions.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Walmart's newest employee benefit and the Financial Times' sotry on Italy expanding in the pet service industry.See omnystudio.com/listener for privacy information.

14 Aug 45min

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

13 Aug 3min

- Scott Bessent, US Treasury Secretary- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab- Jeannette Lowe, Director: Policy Research at Strategas Securities- Tom Porcelli, Chief US Economist at PGIM Fixed Income Scott Bessent, US Treasury Secretary, joins to discuss tariffs, US economic data, the Fed, and the economic priorities of the second Trump administration. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about the sustainability of the equity rally as tariffs take hold. Jeannette Lowe, Director: Policy Research at Strategas Securities, talks about the latest developments in President Trump's economic and political priorities. Tom Porcelli, Chief US Economist at PGIM Fixed Income, talks about recent eco data and the outlook for the US economy.See omnystudio.com/listener for privacy information.

13 Aug 44min