Stocks Extend September Rally as Gold Tops $3,800

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

29 Sep 3min

- Manny Roman, Chief Executive Officer at PIMCO - Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jim Bianco, President and Macro Strategist at Bianco Research Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data.See omnystudio.com/listener for privacy information.

29 Sep 36min

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

26 Sep 4min

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Thomas Barkin, President of the Federal Reserve Bank of Richmond- Ryan Wang, US Economist at HSBC - Kyriakos Mitsotakis, Prime Minister of Greece James Bullard, former St. Louis Fed President and Dean of Purdue Business School, joins for analysis of the day's economic data and what it means for the path of monetary policy. Richmond Fed President Thomas Barkin gives his assessment of the current state of the American economy. Ryan Wang, US Economist at HSBC, shares how Friday's PCE print is helping reshape his economic outlook. Plus - Greek Prime Minister Kyriakos Mitsotakis says there is movement among European Union member states to issue joint debt to support a defense spending boost in the bloc. He speaks with Bloomberg News Editor-in-Chief John Micklethwait in New York as the 80th annual United Nations General Assembly winds down.See omnystudio.com/listener for privacy information.

26 Sep 34min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 26th, 2025Featuring:1) David Bailin, CEO at CIO Capital Partners, Tiffany Wilding, Economist: North America at PIMCO, and Aoifinn Devitt, Senior Investment Strategist at Moneta Group, react to PCE. Investors are pondering the Federal Reserve’s next policy move following a slew of data this week, including strong growth data from the world’s biggest economy.2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about her outlook for equities, commodities, and other markets. After a $15 trillion rebound in global equities from April’s lows, traders now face a wall of uncertainty as tariff headlines return to unsettle markets and investors fret about inflated valuations for big tech companies. Fed policy, the upcoming earnings season, and the threat of a US government shutdown are also weighing on sentiment.3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks Russian incursions into NATO territory and what sanction power the US has to limit the country's aggression. NATO countries have faced a series of violations by Russian jets and drones in recent days, incidents that posed an unprecedented test of the alliance’s credibility just as Moscow is intensifying attacks on Ukraine’s civilian infrastructure as well. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on NBC's digital attack ads on YouTube TV and WSJ's report on AI spending.See omnystudio.com/listener for privacy information.

26 Sep 35min

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

25 Sep 4min

- Stephen Miran, Member: Federal Reserve Board of Governors - Chris Hyzy, Chief Investment Officer at Bank of America - Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London - Heidi Crebo-Rediker, CEO at International Capital Strategies Federal Reserve Governor Stephen Miran joins for an extended discussion on the Fed, the US economic outlook, and rate cuts in 2025 and into next year. Heidi Crebo-Rediker, CEO at International Capital Strategies, talks about headlines from the UN and US politics. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London, disucsses his global market outlook. Chris Hyzy, Chief Investment Officer at Bank of America, reacts to GDP and all of today’s eco data.See omnystudio.com/listener for privacy information.

25 Sep 33min