Global Bond Selloff

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.

Avsnitt(4448)

Maki: inflation, economic data would indicate Fed rate hike

Maki: inflation, economic data would indicate Fed rate hike

Point72 Asset Management's Dean Maki discusses the labor market and the likelihood of the Fed raising interest rates in March. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

2 Mars 201611min

Bernstein: Obama spending cuts from non-defense, discretionary

Bernstein: Obama spending cuts from non-defense, discretionary

The Center on Budget and Policy Priorities' Jared Bernstein discusses spending cuts from President Obama on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

2 Mars 20168min

Bernstein: Hillary Clinton disciplined in budget proposals

Bernstein: Hillary Clinton disciplined in budget proposals

The Center on Budget and Policy Priorities' Jared Bernstein says Hillary Clinton is disciplined in her budget proposals but will face a gridlocked congress. She speaks on Bloomberg Surveillance with T...

2 Mars 201612min

Sinche: dollar is near mid-point of long-term range

Sinche: dollar is near mid-point of long-term range

Amherst Pierpont's Bob Sinche says that the dollar's moves are being driven by the Fed's changing outlook. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

2 Mars 201611min

9am-10am ET: Chen, Elleithee, Hassett & Sinche

9am-10am ET: Chen, Elleithee, Hassett & Sinche

It's a special "Super Wednesday" edition of Bloomberg Surveillance. Tom Keene and Michael McKee are in DC to get perspective on the primaries from Rubio policy adviser Lanhee Chen, Georgetown's Mo Ell...

2 Mars 201642min

Hassett: candidates should prioritize boosting productivity

Hassett: candidates should prioritize boosting productivity

AEI's Kevin Hassett says U.S. presidential candidates need to focus on increasing the productivity of workers, to drive wage growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

2 Mars 201611min

8am-9am ET: Bernstein, Maki & Cantrill

8am-9am ET: Bernstein, Maki & Cantrill

The Center on Budget and Policy Priorities' Jared Bernstein discusses Hillary Clinton's budget promises. Point72 Asset Management's Dean Maki weighs in on the likelihood of the Fed raising interest ra...

2 Mars 201642min

Elleithee: Trump will be tough to beat in the general election

Elleithee: Trump will be tough to beat in the general election

Georgetown's Mo Elleithee says Trump gets away with saying things that would destroy other candidates. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pr...

2 Mars 20168min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
svd-tech-brief
badfluence
avanzapodden
uppgang-och-fall
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
tabberaset
bilar-med-sladd
dynastin
24fragor
borsmorgon