Bloomberg Surveillance3 Sep 2025

Global Bond Selloff

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney September 3rd, 2025
Featuring:
1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&P target as he remains bullish on equities. Stocks in the premarket rebounded modestly as traders tracked the selloff in long-dated bonds, fueled by anxiety over inflation and mounting government debt.
2) Wei Li, Global Chief Investment Strategist at BlackRock, talks about the global bond selloff and upward pressure on yields. Treasuries this morning fell, lifting US 30-year borrowing costs to within a whisker of touching 5% for the first time since July, as a global selloff of government bonds deepened. The yield climbed as much as four basis points to 4.999%, mirroring similar moves in the UK and Japan.
3) Johanna Chua, Head of Emerging Market Economics, and Chief Asia Economist at Citi, discusses the global bond selloff and yields rising in Japan, as well as the outlook for Chinese growth. Meanwhile, Chinese President Xi Jinping showcased the nation's growing firepower and diplomatic influence at a military parade alongside international allies, including Russia's Vladimir Putin and North Korea's Kim Jong Un.
4) Libby Cantrill, Head: Public Policy at PIMCO, discusses the possible government shutdown, Stephen Miran Fed nomination and Lisa Cook latest, as well as President Trump's tariff court battle.

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(4504)

Bloomberg Surveillance TV: May 19th, 2026

Featuring: Cameron Dawson, CIO of Newedge Wealth Jeffrey Currie, Chief Strategy Officer: Energy Pathways at Carlyle Group Stephen Auth, Executive VP & CIO: Equity at Federated Hermes See omnystudio.c...

19 Maj 24min

Single Best Idea with Tom Keene: Joe Lavorgna & Becca Wasser

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Joe Lavorgna & Becca Wasser. Watch Tom and Paul LIVE...

19 Maj 4min

Equity Push as Bond Yields Rise

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, May 18, 2026Featuri...

19 Maj 28min

Single Best Idea with Tom Keene: Francisco Blanch and Janno Lieber

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Francisco Blanch and Janno Lieber Watch Tom and Paul...

18 Maj 3min

Bloomberg Surveillance TV: May 18th, 2026

Featuring: Terry Haines, Founder of Pangaea Policy Ryanair CEO Michael O'Leary Veronica Clark, Economist at Citigroup See omnystudio.com/listener for privacy information.

18 Maj 22min

Iran Oil Sanctions, LIRR Strike, Primary Electiona in Focus

18 Maj 29min

Bloomberg Surveillance TV: May 15th, 2026

Featuring: Mary Lovely, Senior Fellow at the Peterson Institute for International Economics Alistair Pinder, Head: EM & Global Equity Strategy at HSBC Securities Lorraine Hutchinson, Senior Retail An...

15 Maj 18min