Shutdown's Impact and Geopolitical Outlook

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

2 Okt 5min

- Nela Richardson, Chief Economist & ESG Officer at ADP- John Stoltzfus, Chief Investment Strategist at Oppenheimer- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.See omnystudio.com/listener for privacy information.

2 Okt 30min

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

1 Okt 4min

- Jon Lieber, Managing Director: US, Eurasia Group- Greg Daco, Chief Economist at EY- Tiffany Wilding, Economist at PIMCO- Kate Kalutkiewicz, Lead for Trade at McLarty AssociatesJon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration.See omnystudio.com/listener for privacy information.

1 Okt 28min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 1st, 2025Featuring:1) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the government shutdown and whether there's an end in sight. The US government shutdown is shaping up as a political quagmire for all involved, with President Donald Trump blaming "crazed" Democrats and Democrats trying to show their voters they can take a stand against Trump and his policies.2) Amanda Lynam, Head: Corporate Credit at BlackRock, discusses any warning signs from the bond market as it relates to the government shutdown or if markets are looking right past it. Traders fear the loss of visibility will leave markets in the dark on the outlook for monetary policy, with the next Federal Reserve meeting still four weeks away.3) Blerina Uruci, Chief US Economist at T. Rowe Price, discusses the economic impact of the government shutdown and where traders and economists will look for clues on the economy with key economic data on hold. The impact of the shutdown could be felt soon, with Trump's administration planning mass firings of government workers and the potential for public frustration and economic impact if the shutdown continues.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on the CEO of LinkedIn saying he relies on AI to help him write high stakes emails and Bloomberg's report on why retailers asking for a law to round to the nearest nickel.See omnystudio.com/listener for privacy information.

1 Okt 22min

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

30 Sep 3min

- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management- Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes- Bruce Van Saun, CEO at Citizens Financial GroupMark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO. See omnystudio.com/listener for privacy information.

30 Sep 26min