Bloomberg Surveillance

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Claudia Sahm, Chief Economist at New Century Advisors- Marissa Adams, Head: Global Trade Solutions at HSBC- Jeannette Lowe, Director: Policy Research at Strategas Securities James Bullard, former St. Louis Fed President and Dean of Purdue Business School, discusses this week's Fed decision and the outlook for rates and labor in the US. Jeannette Lowe, Director: Policy Research at Strategas Securities, discusses Federal spending priorities and recent political headlines. Marissa Adams, Head: Global Trade Solutions at HSBC, discusses the latest developments on US tariffs and trade. Claudia Sahm, Chief Economist at New Century Advisors, reacts to this week's eco data and Fed decision.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 SweeneySeptember 19th, 2025Featuring:1) Yelena Shulyatyeva, Senior Economist at the Conference Board, joins for a discussion on the Fed's rate cut and the US economic outlook. US stocks are set for a quieter finish to a busy week after the Federal Reserve’s first step in a likely series of rapid interest rate cuts propelled markets to fresh records.2) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what comes next for markets after the Fed's long-anticipated rate cut. Looser policy is giving equity bulls a tailwind just as lofty valuations run up against bearish seasonal trends, with investors seeing plenty to keep equities climbing after a stellar rally.3) Hessam Nadji, CEO at Marcus & Millichap, joins to discuss how lowered interest rates could reshape real estate, Commercial Real Estate, and whether the concerns over CRE continue to be overblown.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a NYT story on a new study showing men seek weight loss treatment far less than women and WSJ's report on more homeowners spending big on outdoor cat patios, dubbed "Catios."See omnystudio.com/listener for privacy information.

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

- Gargi Chaudhuri, Chief Investment Strategist at BlackRock- Esther George, Former President at the Federal Reserve Bank of Kansas City- Dan Ives, Global Head: Technology at Wedbush Securities- Nela Richardson, Chief Economist at ADP Gargi Chaudhuri, Chief Investment Strategist at BlackRock, discusses the outlook for the equity rally as well as market risks after yesterday's Fed rate cut. Esther George, Former President at the Federal Reserve Bank of Kansas City, talks about how the Fed is managing its dual mandate. Nela Richardson, Chief Economist at ADP, reacts to Thursday jobless claims and discusses the health of the labor market. Dan Ives, Global Head: Technology at Wedbush Securities, discusses the Nvidia-Intel investment.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 SweeneySeptember 18th, 2025Featuring:1) Frances Donald, Chief Economist at RBC, joins for an extended discussion on the US labor market, inflation, and the Fed balancing its dual mandate. Fed Chair Jay Powell rallied a deeply divided committee of policymakers behind an interest rate-cut, the first cut of the year, after a significant slowdown in job growth.2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, joins to talk about the 10-year yield's path below 4% and outlook for Treasury gains. Jay Powell conceded the Fed's job would get more difficult, as policymakers face difficult trade-offs in considering whether to keep cutting rates, with some officials concerned about inflation and others about the labor market.3) Robert Kaplan, Vice Chairman at Goldman Sachs, talks about the Fed's decision to cut interest rates and whether the US economy is in, or could enter, a recession.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on AI agents and a Bloomberg report on Gen Z and FICO scores.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. Chair Jerome Powell pointed to growing signs of weakness in the labor market to explain why officials decided it was time to cut rates after holding them steady since December amid concerns over tariff-driven inflation. “Labor demand has softened, and the recent pace of job creation appears to be running below the break-even rate needed to hold the unemployment rate constant,” Powell told reporters in his post-meeting press conference. He added, “I can no longer say” the labor market is “very solid.” See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

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

- Brian Moynihan, CEO at Bank of America- Jim DeMare, Co-President at Bank of America- Savita Subramanian, Head of US Equity and Quantitative Strategy at Bank of America- Aditya Bhave, Senior US Economist at Bank of America A special edition of the Surveillance from Bank of America’s trading floor in NYC, featuring conversations with Bank of America CEO Brian Moynihan, Co-President Jim DeMare, Head of US Equity and Quantitative Strategy Savita Subramanian, and Senior US Economist Aditya Bhave.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 SweeneySeptember 17th, 2025Featuring:1) Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on Treasury steepening and what it indicates about rate easing over the next 12 months. Stocks treaded water as markets saw muted moves across most asset classes, with traders taking bets off the table ahead of Wednesday’s Federal Reserve interest-rate decision. The risk is that policymakers sound less dovish to keep inflation in check, with a quarter-point cut at this meeting and three more by April already priced in.2) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and talks about how a rate cut affects markets and the economy. The Fed is likely to balance this against still-elevated services inflation, maintaining a degree of flexibility in its messaging, with today’s meeting set to mark the official start of the easing cycle.3) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about continued inflows into private credit. Meanwhile, traditional investment firms are under pressure to expand into private markets and alternative investments, with some attempting takeovers and partnerships that have yet to pay off.4) Andrew Hollenhorst, Chief US Economist at Citi, joins to talk about yesterday's retail sales and recent eco data and what it means for the Fed today.See omnystudio.com/listener for privacy information.

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

- Steven Ricchiuto, Chief US Economist at Mizuho- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP- Elyas Galou, Senior Investment Strategist at Bank of America Steven Ricchiuto, Chief US Economist at Mizuho, discusses the outlook for the US economy as the Fed appears to begin its next easing cycle. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and rate cuts in 2025. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, on President Trump's latest trade and economic priorities. Elyas Galou, Senior Investment Strategist at Bank of America, discusses the findings in the bank's recent Fund Managers Survey.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 SweeneySeptember 16th, 2025Featuring:1) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY, on her S&P target and the sustainability of the equity rally. Stock bulls are riding high ahead of the Fed’s widely expected 25-basis-point cut on Wednesday, the first move in a policy easing round projected to run into 2026. Rate-sensitive tech shares have led the charge in the post-Liberation Day rebound, fueled by enthusiasm over the vast earnings potential tied to artificial intelligence.2) Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, brings us into retail sales and talks about consumer health and the luxury sector. With the jobs market softening and prices rising, questions remain over how long consumers will keep spending freely.3) Liza Crawford, Co-Head of Globalized Securitized at TCW, brings us into the market open and talks asset backed finance and digital infrastructure.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including an FT story on Prime Vision Football and the Washington Post's coverage of DC's first phone free bar.See omnystudio.com/listener for privacy information.

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 & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- 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.

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.

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.

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.

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.

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.