Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with James Steel & Dan Tannebaum.

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- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America
- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee
- John Vinh, Equity Research Analyst at Keybanc
- Collin Martin, Fixed Income Strategist at Charles Schwab

Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee, discusses the Trump administration's tariff strategy and outlook for US trade. John Vinh, Equity Research Analyst at Keybanc, talks about Intel after President Trump called on their CEO to resign. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses how the bond market is pricing in recent economic data.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Thursday’s a weak sale of 30-year debt signaled waning appetite for US debt.
2) Larry McDonald, founder at the Bear Traps Report, joins to talk about how the bond market is pricing in recent tariff and economic policies out of the Trump admin and speculates how President Trump could reshape the Fed and its impact on markets. The S&P 500 is near a record high following a 30% surge from its April lows, supported by robust corporate earnings and hopes the Federal Reserve will cut interest rates to support the economy.
3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks about the Trump admin's approach to the war in Ukraine and how global economies are managing US tariffs. President Trump said he’d be willing to meet with Vladimir Putin, even if Putin hadn’t yet agreed to also sit down with Ukrainian President Volodymyr Zelenskiy. Trump told reporters he was “very disappointed” with Putin’s behavior and left open the possibility of additional penalties over the war in Ukraine as soon as Friday.
4) Stefanie Stantcheva, Economist at Harvard University, talks about how "zero-sum thinking" is reshaping economics and how a rearing back of inflation could further weigh on American consumers.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on doctors warning about "AI psychosis" and a Business Insider story on how TikTok users are booking hotels.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Anna Wong & Kathy Bostjancic.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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- Kate Moore, CIO: Wealth at Citi Wealth
- Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee
- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Mark Hoplamazian, CEO at Hyatt

Kate Moore, CIO: Wealth at Citi Wealth, discusses asset allocation and the equity bull case amid continued policy uncertainty out of Washington. Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee, discusses President Trump's global tariffs taking effect. Yelena Shulyatyeva, Senior US Economist at The Conference Board, reacts to jobless claims and talks about weakening in the labor market. Mark Hoplamazian, CEO at Hyatt, discusses the travel industry, the impact of tariffs, and the health of US and international consumers.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 7th, 2025
Featuring:
1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, joins to discuss fixed income markets and portfolio positioning as she asses Fed rate cuts and eco fundamentals. Three Fed policymakers voiced concerns about the US labor market Wednesday with remarks that pointed to a potential interest-rate cut in September. Fed San Francisco President Mary Daly said policymakers will probably need to adjust interest rates in “coming months” to prevent a further deterioration in hiring.
2) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses his bullish S&P stance and whether it could change amid policy uncertainty. Stocks gained in early trading after the Kremlin confirmed Presidents Vladimir Putin and Donald Trump will meet for summit talks, raising hopes of a truce in Russia’s war with Ukraine.
3) Mark Dowding, CIO at RBC BlueBay Asset Management, talks about how tariff rates could weigh on the global economy, risk appetite, and the US labor market. Market sentiment got a boost earlier after President Trump announced that companies producing goods in the US, such as Apple Inc., would be eligible for exemptions from his proposed 100% tariff on chip imports. Increasing speculation on a Federal Reserve interest-rate cut are also supporting optimism in stocks as sweeping new tariffs to reshape global trade officially took hold Thursday.
4) Joe Carson, former Chief Economist at AlllianceBernstein and publisher of The Carson Report, talks about the dismissal of the BLS chief and what it means for broader US economic policy and outlook.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on how President Trump is weighing getting involved in NYC Mayors race to try to stop Zohran Mandani and a WSJ report on college kids using Google calendar for all sorts of things.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Mike Wilson & Darrell Cronk.

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- Stephen Auth, CIO: Equity at Federated Hermes
- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group
- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC
- Richard Greenfield, Partner at Lightshed Partners

Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group, discusses opportunities in private investments and the outlook for private markets. Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC, talks tech in the US and globally and 2025 growth across the space. Richard Greenfield, Partner at Lightshed Partners, discusses Disney earnings.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025
Featuring:
1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappointing economic data.
2) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for an extended discussion on private investments and how she's approaching markets and investing in her new role. Recently, Apollo CEO Marc Rowan said trading private assets has the potential to turn the industry “on its head” and that those who resist it are generally charging high fees. Rowan stated that in every industry where transparency of pricing and daily price availability has taken place, the industry has grown massively, and that Apollo's partnership with banks to trade private credit will provide real-time pricing on the asset class.
3) Steve Auth, CIO, Equities at Federated Hermes, talks the soft-hard data gap and the outlook for equities. Data Tuesday showed weakening US services amid sticky price pressures, further complicating the Federal Reserve’s policy challenges after last week’s weak jobs numbers.
4) Douglas Holtz-Eiken, President at the American Action Forum and former Director of the Congressional Budget Office, joins to discuss the dismissal of the BLS chief and the tariff impact on the US economy.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's coverage of Disney's ESPN buying NFL Network and other assets and Business Insider's story on Microsoft's stricter return-to-office policy.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Paul Donovan & Erica Groshen 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.