Stocks Extend September Rally as Gold Tops $3,800

Stocks Extend September Rally as Gold Tops $3,800

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025

Featuring:
1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.

3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.
4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.

See omnystudio.com/listener for privacy information.

Avsnitt(4360)

7am-8am ET: Emos & Swagel

7am-8am ET: Emos & Swagel

Leader Capital's Ben Emos discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Swagel talks about regulation and breaking up the banks. A...

29 Feb 201642min

Arment: Honeywell offer likely won't be the last

Arment: Honeywell offer likely won't be the last

Sterne Agee's Peter Arment says that Honeywell will probably follow up on its bid for UTX with a better offer. He joins Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

Raymond James' Kevin Giddis says that the world's economies are struggling with two big problems: low inflation and low growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

26 Feb 201611min

Davidowitz: retailers have got their new priorities right

Davidowitz: retailers have got their new priorities right

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are wise to scale back stores and invest more in their online presence. He joins Tom Keene and Michael McKee on Bloomberg Surveil...

26 Feb 20168min

Davidowitz: America's middle class has been decimated

Davidowitz: America's middle class has been decimated

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are struggling because Americans have less and less disposable income. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

26 Feb 201612min

9am-10am ET: Davidowitz, Giddis & Arment

9am-10am ET: Davidowitz, Giddis & Arment

Davidowitz & Associates Chairman Howard Davidowitz discusses the retail implosion. Raymond James' Kevin Giddis focuses on fixed income. And Sterne Agee's Peter Arment explains why Honeywell's offer fo...

26 Feb 201642min

Herrmann: data isn't as bad as sentiment

Herrmann: data isn't as bad as sentiment

Mitsubishi UFJ's John Herrmann says that current U.S. economic data is looking better than people think it is. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

26 Feb 201611min

Piegza: retail data is stronger

Piegza: retail data is stronger

Stifel's Chief Economist Lindsey Piegza says that recent numbers point to an improving retail environment. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
uppgang-och-fall
rss-dagen-med-di
lastbilspodden
fill-or-kill
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
dynastin
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet