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(4303)

Single Best Idea with Tom Keene: Marc Champion & Michael Purves

Single Best Idea with Tom Keene: Marc Champion & Michael Purves

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of ...

20 Jan 4min

Bloomberg Surveillance TV: January 20th, 2026

Bloomberg Surveillance TV: January 20th, 2026

Featuring: Gary Cohn, IBM Vice Chairman Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives Alexander Stubb, President of Finland See omnystudio.com/listener for priv...

20 Jan 28min

Investors Look to Safe Havens as Davos Kicks Off

Investors Look to Safe Havens as Davos Kicks Off

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 20th, 2026Featuring:1) Michael Purves, Founder and CEO at ...

20 Jan 32min

Single Best Idea with Tom Keene: Avery Sheffield & Alexis Crow

Single Best Idea with Tom Keene: Avery Sheffield & Alexis Crow

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr....

16 Jan 2min

Bloomberg Surveillance TV: January 16th, 2026

Bloomberg Surveillance TV: January 16th, 2026

Featuring: Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones Jon Lieber, US Managing Director and Head of Research at Eurasia Group Stephen Stanley, Chief US Economist at Santan...

16 Jan 19min

Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousFriday, January 16th, 2026Featuring:1) Stephen Parker, Co-Head of G...

16 Jan 34min

Single Best Idea with Tom Keene: Dominic Konstam & Anna Wong

Single Best Idea with Tom Keene: Dominic Konstam & Anna Wong

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Mizuho's Dominic Konstam & Anna Wong of Bloomberg Econ...

15 Jan 3min

Bloomberg Surveillance TV: January 15th, 2026

Bloomberg Surveillance TV: January 15th, 2026

Featuring: Nela Richardson, Chief Economist for ADP French Hill, Republican Congressman for Arkansas Terry Haines, Founder of Pangaea Policy See omnystudio.com/listener for privacy information.

15 Jan 21min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
24fragor
lastbilspodden
svd-tech-brief
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
borsmorgon
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
dynastin
market-makers