Expectations for a Fed Rate Cut

Expectations for a Fed Rate Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 17th, 2025
Featuring:
1) Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on Treasury steepening and what it indicates about rate easing over the next 12 months. Stocks treaded water as markets saw muted moves across most asset classes, with traders taking bets off the table ahead of Wednesday’s Federal Reserve interest-rate decision. The risk is that policymakers sound less dovish to keep inflation in check, with a quarter-point cut at this meeting and three more by April already priced in.
2) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and talks about how a rate cut affects markets and the economy. The Fed is likely to balance this against still-elevated services inflation, maintaining a degree of flexibility in its messaging, with today’s meeting set to mark the official start of the easing cycle.
3) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about continued inflows into private credit. Meanwhile, traditional investment firms are under pressure to expand into private markets and alternative investments, with some attempting takeovers and partnerships that have yet to pay off.
4) Andrew Hollenhorst, Chief US Economist at Citi, joins to talk about yesterday's retail sales and recent eco data and what it means for the Fed today.

See omnystudio.com/listener for privacy information.

Avsnitt(4445)

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

Chen: Voters looking to Rubio as an alternative to Trump

Chen: Voters looking to Rubio as an alternative to Trump

Rubio policy adviser Lanhee Chen says Trump would be a problematic president. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

2 Mars 201612min

Hunt: GOP needs multiple candidates to take on Trump

Hunt: GOP needs multiple candidates to take on Trump

Bloomberg's Al Hunt weighs in on the winner-take-all primaries and hope for anti-Trump groups on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informa...

2 Mars 201611min

Dionne: Cruz carried evangelical vote

Dionne: Cruz carried evangelical vote

The Washington Post's E.J. Dionne weighs in on the evangelical vote for Ted Cruz and Donald Trump after Super Tuesday on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/list...

2 Mars 201611min

Populärt inom Business & ekonomi

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