Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 13th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, Matt Miskin, Co-Chief Investment Strategist John Hancock Investment Management, and Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, react to CPI. Before today's CPI reading, the S&P 500 and Nasdaq ...

- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- Monica Guerra, Head: Policy at Morgan Stanley
- Skylar Montgomery-Koning, FX Strategist at Barclays

David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO react to CPI. Monica Guerra, Head: Policy at Morgan Stanley, discusses President Trump's tariff policy, t...

- Scott Bessent, US Treasury Secretary
- Russ Koesterich, Portfolio Manager at BlackRock
- Meera Pandit, Global Market Strategist at JPMorgan Investment Management
- Seth Carpenter, Chief Global Economist at Morgan Stanley

US Treasury Secretary Scott Bessent joins to discuss the US and China will temporarily lowering tariffs on each other's products and his weekend negotiations. Russ Koesterich, Portfolio Manager at...

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 12th, 2025
Featuring:
1) Geoffrey Yu, Senior Strategist: EMEA at BNY, talks about the market reaction to the US-China trade agreement and why the worst-case scenarios for markets are now a thing of the past. Investors rushed back into US assets, powering a 3% surge in S&P 500 futures, af...

- Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House
- Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth
- Sarah Bianchi, Senior Managing Director at Evercore ISI
- Dan Ives, Global Head: Technology at Wedbush Securities

Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House, joins for a discussion on the US_UK trade deal and other potential trade agreemen...

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 9th, 2025
Featuring:
1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome of the weekend trade talks between China and the US, as the Trump admin...

- Nouriel Roubini, Professor Emeritus of Economics at NYU
- Esther George, former President of the Federal Reserve Bank of Kansas City
- Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management
- Claudia Sahm, Chief Economist at New Century Advisors

Nouriel Roubini, Professor Emeritus of Economics at NYU, reacts to yesterday's Fed decision and explains why he believes the US economy could soo...

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 8th, 2025
Featuring:
1) Nouriel Roubini, Professor Emeritus of Economics at NYU and chairman of Roubini Global Economics, joins to discuss the Fed decision and a recent op-ed on why he believes the US economy will survive the Trump shock and thrive. It comes as Fed Chair Jay Powell says he w...

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 Chair Jerome Powell said officials are not in a hurry to adjust interest rates, adding tariffs could lead to higher inflation and unemployment. “If the large increases in tariffs that have been announced o...

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Priya Misra, Portfolio Manager at JPMorgan Asset Management
- Keith Lerner, Co-CIO at Truist
- Tom Porcelli, Chief US Economist at PGIM Fixed Income

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade de...

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 7th, 2025
Featuring:
1) Mike Green, Chief Strategist at Simplify Asset Management, joins for an extended discussion on the outlook for equities, what's behind the jobs report figures, the "ETF-ification" of the market, and talks about why he believes the "obsession" with inflation is overblo...

- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- French Hill, Republican US House Representative: Arkansas
- Jonathan Pingle, Chief US Economist at UBS
- Jason Bazinet, Global Head: EMT Sector at Citi

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss how equities are faring ahead of this week's Fed decision and how Chair Jay Powell's comments could shape the direction of the market. F...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 6th, 2025
Featuring:
1) Torsten Slok, Chief Economist at Apollo, joins for an extended discussion on tariffs, the outlook for the US economy, a potential recession in 2025, and this week's Fed meeting. Global stocks fell today due to concerns about the trade war's impact on companies and the...

- James Bullard, Dean of the Purdue Business School and former St. Louis Fed President
- Chris Harvey, Head: Equity Strategy at Wells Fargo
- Kate Kalutkiewicz, Senior Managing Director at McLarty Associates
- Erin McLaughlin, Senior Economist at The Conference Board

James Bullard, the Dean of the Purdue Business School and former President of the Federal Reserve Bank of St. Louis previews this week's Fed decision a...