Bloomberg Surveillance TV: September 4th, 2025

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

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 13th, 2025Featuring:1) Jens Nordvig, founder & CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar. 2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss recent eco data and why September may mark the beginning of a Fed easing cycle. Equity markets are swept up in a risk-on rally as a modest rise in US goods prices has tempered fears over the impact of tariffs, bolstering bets that the Fed will resume rate cuts.3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins to discuss his S&P target and why he remains extra bullish in the second half of 2025. A rally in global stocks persisted as expectations for Federal Reserve interest rate cuts stoked risk-on sentiment and drove bond yields lower.4) Stephanie Baker, Senior Writer with Bloomberg News, previews the Trump-Putin Summit. Vladimir Putin is heading to a summit with President Trump confident that Russia is in a dominant position on the battlefield as his military advances in Ukraine. Putin has repeatedly rejected calls for a ceasefire and is likely to seek major territorial concessions in return for one, according to the article.5) Brent Schutte, Chief Investment Officer at Northwestern Mutual, brings us into the market open and talks about a potential equity boon from rate cuts.See omnystudio.com/listener for privacy information.

13 Aug 43min

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

12 Aug 4min

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist: North America at PIMCO- Jon Lieber, Head: Research at Eurasia Group- Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee outlook for inflation and rate cuts in the US. Jon Lieber, Head: Research at Eurasia Group, talks about President Trump's tariffs and economic and political priorities in a second Trump administrating. Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University, discusses the latest developments in US-China relationsSee omnystudio.com/listener for privacy information.

12 Aug 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025Featuring:1) Constance Hunter, Chief Economist at EIU and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, react to CPI and discusses weakening US labor data, as well as President Trump naming EJ Antoni the new BLS chief. Despite economists concerned about the potential for rising inflation, Wall Street firms, including JPMorgan Chase & Co. and Morgan Stanley, expect investors to focus on strong corporate earnings and interest-rate cuts, according to Andrew Tyler and Mike Wilson.2) Ethan Harris, former Head of Global Economic Research at Bank of America, talks about CPI and the reliability of American economic data with a new BLS chief. President Trump wrote that Antoni will ensure that the numbers released are "HONEST and ACCURATE", and Steve Bannon called Antoni "the perfect guy at the perfect time to run the BLS." Erica Groshen said that what worries her is that the nominee and his work are not well known in the business, academic or public service communities, and Jason Furman said that Antoni is "completely unqualified" to lead BLS.3) Kira Rudik, Member of Parliament for the Ukrainian government, on the war in Ukraine, President Trump's summit with Vladimir Putin in Alaska this Friday, and the scheduled call between President Trump, Volodymyr Zelenskiy and other European leaders on Wednesday. President Trump is downplaying expectations for his upcoming meeting with Russian leader Vladimir Putin, calling it a "feel-out meeting."4) Huw van Steenis, Partner at Oliver Wyman, discusses private credit outlook and the enablement of retirement savings to invest in private assets.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal on salaries and Bloomberg's reporting on Taylor Swift's album announcement.See omnystudio.com/listener for privacy information.

12 Aug 50min

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

11 Aug 3min