Bloomberg Surveillance TV: September 4th, 2025

Bloomberg Surveillance TV: September 4th, 2025

- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
- Monica Guerra, Head: US Policy at Morgan Stanley
- Brooke Roach, Analyst at Goldman Sachs

Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening labor market and uncertain policy. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the path for rate cuts should the jobs report for August show further labor weakness. Monica Guerra, Head: US Policy at Morgan Stanley, talks about President Trump's tariff regime and the latest on his economic and political priorities. Brooke Roach, Analyst at Goldman Sachs, talks about consumer and retail health.

See omnystudio.com/listener for privacy information.

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Pettypiece: Wal-Mart taking time to turn around company

Pettypiece: Wal-Mart taking time to turn around company

Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201611min

7am-8am ET: Porter,

7am-8am ET: Porter,

Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings and Credit Suisse's Khoa Le sits down to discuss quant strategies. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201642min

8am-9am ET: Sowerby, Tisch & Rupkey

8am-9am ET: Sowerby, Tisch & Rupkey

Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And Bank of Tokyo-Mitsubishi's Chris Rupkey reacts to initial jobless claims. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201642min

Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Feb 201611min

Abramowicz: junk bond world has become toxic

Abramowicz: junk bond world has become toxic

Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Feb 201611min

9am-10am ET: Kashkari, Abramowicz & Ghahramani

9am-10am ET: Kashkari, Abramowicz & Ghahramani

The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement.See omnystudio.com/listener for privacy information.

17 Feb 201642min

8am-9am ET: Friedman, Lawson & Schork

8am-9am ET: Friedman, Lawson & Schork

Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jeremy Lawson takes the pulse of the U.S. economy. And Schork Group's Stephen Schork considers why commodities can't find a bid. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Feb 201642min

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to discuss the rebellion against the NCAA. WPP's Martin Sorrell weighs in on the Brexit debate and the future of the advertising industry. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Feb 201642min

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