Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 22nd, 2025 Featuring: 1) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion the equity rally, his S&P target, and Jay Powell's Jackson Hole speech. Policymakers are grappling with inflation above their 2% goal and a...

- Bruce Kasman, Chief Economist at JPMorgan - Jean Boivin, Head: Investment Institute at BlackRock - Alex Nowrasteh, VP: Economic & Social Policy Studies at the Cato Institute - Betsey Stevenson, Professor: Public Policy & Economics at the University of Michigan Bruce Kasman, Chief Economist at JPMorgan, discusses the outlook for the US economy and inflation. Jean Boivin, Head: Investment...

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance. They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice Chair Federal Reserve Chair Jerome Powell carefully opened the door to an interest-...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 21st, 2025 Featuring: 1) Bloomberg Surveillance host Tom Keene joins from Jackson Hole to preview Jay Powell's speech. The Federal Reserve's annual conference began Thursday evening with a dinner for central bankers, economists, and journalists. Chair Jerome Pow...

- Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City - Betsy Duke, former Federal Reserve Governor - Claudio Irigoyen, Head: Global Economics Research at Bank of America - John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City, sits down with Bloomberg's Michael McKee for an extended discussion, co...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025 Featuring: 1) Michael McKee, International Economics & Policy correspondent from Bloomberg News, joins from Jackson Hole. Traders are staying cautious ahead of Fed Chair Jerome Powell’s speech on Friday for guidance on the path for interest...

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

Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management -Eugenio Aleman, Raymond James Chief Economist -Eric Freedman, US Bank CIO See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025 Featuring: 1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets. 2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Jackson Hole and what we can expect to...

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

- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities - Kit Juckes, Chief FX Strategist at Societe Generale - Priya Misra, Portfolio Manager at JPMorgan Investment Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss her outlook for US equities and the S&P. Reti...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025 Featuring: 1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning their attention to earnings from US consumer gian...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Claudia Sahm, Chief Economist at New Century Advisors - Neil Dutta, Head: US Economic Research at Renaissance Macro - Gennadiy Goldberg, Head: US Rates Strategy at TD Securities - Kelly Grieco, Senior Fellow at the Stimson Center Claudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market ahead of Jay Powell's Jackson Hole speech. Neil Dut...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025 Featuring: 1) Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss the Fed's case for a rate cut and what he expects from Jackson Hole this week. Traders are staying cautious ahead of the Federal Reserve’s annual retreat at...

US President Donald Trump called his meeting with Russian counterpart Vladimir Putin “extremely productive” but indicated that a deal to end the war had still not been finalized, adding that he would speak to NATO allies and Ukrainian President Volodymyr Zelenskiy. “There’s no deal until there’s a deal,” Trump said Friday in Anchorage, Alaska as he stood alongsi...

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

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Eddie Fishman, Professor at Columbia University - Marc Sumerlin, Managing Partner and founder at Evenflow Macro - Veronica Clark, Director: Research at Citi Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, joins to discuss his S&P target and outlook for equities amid policy and global uncertainty....

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 15th, 2025 Featuring: 1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% after a flat session Thursday, following ba...

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

- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Norman Roule, Senior Adviser at Center for Strategic & International Studies - David Malpass, former President at The World Bank - Nela Richardson, Chief Economist at ADP Ed Yardeni, Chief Investment Strategist at Yardeni Research, discusses the equity bull case amid clarity on tariff policy and the potential for rate cuts. Norman...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 14th, 2025 Featuring: 1) Jim Bianco, founder at Bianco Research, joins for an extended discussion on the Fed and rate cuts, as he calls for the Fed to hold and believes an easing cycle would mark a serious policy error. US short-dated bonds yields are near their...

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

- Scott Bessent, US Treasury Secretary - Liz Ann Sonders, Chief Investment Strategist at Charles Schwab - Jeannette Lowe, Director: Policy Research at Strategas Securities - Tom Porcelli, Chief US Economist at PGIM Fixed Income Scott Bessent, US Treasury Secretary, joins to discuss tariffs, US economic data, the Fed, and the economic priorities of the second Trump administration. Liz Ann Sonders,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 13th, 2025 Featuring: 1) Jens Nordvig, founder & CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar. 2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss...