Market Sentiment and Rate Cut Outlook
Bloomberg Surveillance22 Sep 2025

Market Sentiment and Rate Cut Outlook

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 22nd, 2025
Featuring:
1) Wei Lei, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on staying risk on and sticking with the AI theme. US stocks are set to pull back from all-time highs, with traders dialing back risk at the start of a relatively quiet week on the events calendar.
2) Jens Nordvig, founder at Exante Data, joins for an extended discussion on dollar hedging, gold, Fed independence, and Powell's last word. Gold hit a fresh record, powering past $3,700 an ounce as ETF inflows hit a three-year high, with market bets for almost two more cuts this year fueling a rally.
3) Michelle Meyer, Chief Economist and Head: Economics Institute at Mastercard, brings us into the market open and talks about the health of the economy, US consumer, and Mastercard's holiday guide. Investors are increasingly bullish on the six-month outlook for US stock markets as the Fed has restarted its cuts, but some strategists think this is a case of collective overconfidence.
4) Gautum Mukunda, Bloomberg Opinion contributor and lecturer at Yale School of Management, talks about tariffs, H-1B visas, and the latest on FCC-Kimmel. President Trump signed a proclamation to overhaul the H-1B visa program, requiring a $100,000 fee for applications to curb overuse.

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(4540)

Bloomberg Surveillance TV: June 10th, 2026

Bloomberg Surveillance TV: June 10th, 2026

Featuring: Steve Chiavarone, Deputy CIO: Equities & Head: Multi-Asset at Federated Global Investment Management Dan Ives, Managing Director & Global Head: Technology Research at Wedbush Securities Ti...

10 Juni 22min

May CPI and Major IPOs

May CPI and Major IPOs

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, June 10, 2026Fea...

10 Juni 31min

Bloomberg Surveillance TV: June 9th, 2026

Bloomberg Surveillance TV: June 9th, 2026

Featuring: Jack Caffrey, Equity Portfolio Manager at JP Morgan Investment Management Jennifer Huddleston, Senior Research Fellow at the Cato Institute Gil Luria, Managing Director & Head: Technology ...

9 Juni 24min

US Economic Outlook and Bond Signals

US Economic Outlook and Bond Signals

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, June 9, 2026Featur...

9 Juni 29min

Single Best Idea with Tom Keene: Nathan Sheets & Ed Ludlow

Single Best Idea with Tom Keene: Nathan Sheets & Ed Ludlow

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Citi’s Nathan Sheets & Ed Ludlow of Bloomberg News. ...

8 Juni 3min

Bloomberg Surveillance TV: June 8th, 2026

Bloomberg Surveillance TV: June 8th, 2026

Featuring: Cameron Dawson, Chief Investment Officer at Newedge Wealth Mark Esper, Chairman: National Security Practice at Red Cell Partners Andrew Watterson, Chief Operating Officer at Southwest Airl...

8 Juni 22min

Trump Urges End to Fighting After Iran, Israel Trade Missiles

Trump Urges End to Fighting After Iran, Israel Trade Missiles

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, June 8th, 2026 Feat...

8 Juni 23min

Bloomberg Money: The Rise of Casino Culture and Cash Isn't Always King

Bloomberg Money: The Rise of Casino Culture and Cash Isn't Always King

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Charles Schwab Chief Investment Strategist Liz Ann Sonders and JPMorgan Asset M...

5 Juni 37min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-borsens-finest
uppgang-och-fall
24fragor
rss-inga-dumma-fragor-om-pengar
svd-tech-brief
lastbilspodden
tabberaset
rss-dagen-med-di
fill-or-kill
rss-kort-lang-analyspodden-fran-di
borsmorgon
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
montrosepodden
avanzapodden
bilar-med-sladd
rss-usa-lounge-loungepodden