Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney April 11th, 2025 Featuring: 1) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on rapid de-dollarization as the trade war with China heats up. China is raising tariffs on all US goods from 84% to 125% starting April 12, in response to the US's latest...

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

- Russ Koesterich, Portfolio Manager at BlackRock - Dr. Amrita Sen, founder and Director of Research at Energy Aspects - Erika Najarian, Equity Research Analyst at UBS - Torsten Slok, Chief Economist at Apollo Russ Koesterich, Portfolio Manager at BlackRock, discusses the equity rebound following President Trump's tariff reversal and whether the market could continue its climb from here. Dr. Amrit...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 10th, 2025 Featuring: 1) Patrick Armstrong, CIO at Plurimi Wealth, Tiffany Wilding, Economist: North America at PIMCO, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss the outlook for bonds and equities followi...

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

- Chris Harvey, Head: Equity Strategy at Wells Fargo - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries - Richard Bernstein, CEO and CIO at Richard Bernstein Advisors - Ruchir Sharma, CIO at Breakout Capital Partners Chris Harvey, Head: Equity Strategy at Wells Fargo, joins to discuss whether equities could fall further now that President Trump's tariffs have taken effect. Sheila K...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 9th, 2025 Featuring: 1) Viktor Hjort, Global Head of Credit Strategy at BNP Paribas, joins to discuss the global bond selloff and whether the Fed will have to step in. The yield on 30-year US Treasuries briefly surpassed 5%, fueling the biggest selloff since 2020...

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

- Stephen Miran, Chair of the Council of Economic Advisers - Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Skylar Montgomery-Koning, FX Strategist at Barclays - Nancy Lazar, Chief Global Economist at Piper Sandler & Co. Stephen Miran, Chair of the Council of Economic Advisers at The White House, joins to discuss President Trump's tariff strategy. Julian Emanuel,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 8th, 2025 Featuring: 1) Dr. Paul Krugman, economist and long time NY Times columnist, joins for an extended discussion about tariffs, trade wars, and DOGE. Investors remain on edge over tariff policy, inflation, and potential labor disruptions, as President Trump...

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

- Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets - Justin Wolfers, University of Michigan Professor of Public Policy - Ed Mills, Washington Policy Analyst at Raymond James - Meghan Graper, Global Co-Head: Debt Capital Markets at Barclays Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about the market selloff and whether the meltdown in equities is set t...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 7th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses her note this morning on why full recession pricing could send the S&P to 4,200. The RBC team led by Calvasina writes in note that the concern of many financi...

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

- Mohamed El-Erian, President of Queens' College, Cambridge - Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock - Michael Zezas, Global Head: Public Policy and Fixed Income at Morgan Stanley Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist, Jeffrey Rosenberg with BlackRock,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 4th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Head: US Research at Renaissance Macro Research, and Jamie Patton, Co-Head of Global Rates at TCW, react to today's jobs figures and discuss the outlook for the Fed and Jay...

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

- Howard Lutnick, US Commerce Secretary - Jim Zelter, President at Apollo Global Management - Terry Haines, founder at Pangaea Policy US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff announcement. Jim Zelter, President at Apollo Global Management, talks about how markets will react to President Trump's tariffs. Terry Haines, founder at Pangaea Polic...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 3rd, 2025 Featuring: 1) Doug Irwin, professor at Dartmouth University, on the reset of the global trade order and whether countries will just move on without the US. The tariffs are expected to have significant economic implications, including higher US prices, s...

This is a special edition of the Bloomberg Daybreak: US Edition podcast.      Subscribe to the show:      on Apple: http://bit.ly/3DWYoAN       on Spotify: http://bit.ly/3jGRYiB       Anywhere: http://bit.ly/3J1bct9 On today's episode:      President Donald Trump imposed the steepest American tariffs in a century as he step...

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

- Kelly Ann Shaw, Partner at Hogan Lovells US - Binky Chadha, Chief US Equity Strategist at Deutsche Bank - Seth Carpenter, Chief Global Economist at Morgan Stanley - Julia Coronado, founder and President at Macropolicy Perspectives Kelly Ann Shaw of Hogan Lovells discusses the potential market reaction and economic impact of President Trump's tariff plan, which will be unveiled late Wednesday aft...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 2nd, 2025 Featuring: 1) Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his recent NYT opinion piece on why he believes tariffs are such a terrible idea. The tariffs, which will be announced today, are expected to take...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Clarida & Michael Nathanson. 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 - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America - Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Ed Yardeni of Yardeni Research discusses why he's again lowering his S&P target for 2025. Tobin...