Market Impact of a Government Shutdown

- Christian Nolting, Global CIO at Deutsche Bank- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President- Greg Peters, Co-CIO at PGIM Fixed Income- Abigal Watt, Economist at UBS Christian Nolting, Global CIO at Deutsche Bank, offers his equity outlook in the US and across global economies. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his latest commentary and previews the upcoming Fed meeting. Greg Peters, Co-CIO at PGIM Fixed Income, talks about opportunities across fixed income and warnings from the bond market. Abigail Watt, Economist at UBS, joins for a discussion on markets, the US economy, and business investment. See omnystudio.com/listener for privacy information.

15 Sep 25min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 15th, 2025Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, joins for a discussion on the equity rally and the headwinds US and global markets face through 2025. A quarter-point reduction in interest rates is seen as likely when the Fed announces its policy decision, with a small potential for a half-point move amid signs US job growth is slowing rapidly.2) Henrietta Treyz, co-founder at Veda Partners, discusses Congressional priorities and potential for a September shutdown. Republicans are moving forward with a plan to fund the government past an Oct. 1 deadline without making concessions to Democrats demanding health-care policy changes. Senate Democratic leader Chuck Schumer has demanded any funding measure address Democratic priorities like the Obamacare premiums, which Senate Majority Leader John Thune disparaged as “odd."3) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for a discussion on opportunities in private markets as well as the momentum carrying the equity rally. Markets have priced in reductions continuing into 2026 to ward off a recession, driving Treasury yields to the lowest in months and propelling US stocks to record highs. The risk to those wagers is that Fed officials signal that investors have gotten ahead of themselves with inflation stubbornly above the central bank’s target and the impact of tariffs still playing out on prices.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on why AI's economic boost isn't showing up in GDP and WSJ's story on empty nesters.See omnystudio.com/listener for privacy information.

15 Sep 40min

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

12 Sep 3min

Featuring: - John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist - Robert Fishman, Moffettnathanson Senior Associate - Andrew Hollenhorst, Citigroup Global Markets Chief US EconomistSee omnystudio.com/listener for privacy information.

12 Sep 21min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 12th, 2025Featuring:1) Tina Fordham, founder at Fordham Global Foresight, previews President Trump's visit to England.2) Claudia Sahm, Chief Economist at New Century Advisors, looks ahead to the Fed meeting and interest rate decision. 3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, talks about what's moving markets and why. 4) Lisa Mateo on Newspapers, looking at why teens are dropping hundreds on back-to-school Hauls, and how it's E-Bike maybe in London.See omnystudio.com/listener for privacy information.

12 Sep 29min

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

11 Sep 5min

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist at PIMCO- Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR- Tom Michaud, CEO at KBW David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rates. Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR, joins to talk about AI and data center investing. Tom Michaud, CEO at KBW, joins to talk about his business operations, the economic environment, and remembering 9/11.See omnystudio.com/listener for privacy information.

11 Sep 27min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025Featuring:1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.See omnystudio.com/listener for privacy information.

11 Sep 33min