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

In this episode, we feature conversations with Ben Laidler & Charles Kantor.

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- Andrew Hollenhorst, Chief US Economist at Citi
- Elizabeth Economy, Senior Fellow at the Hoover Institution
- Francisco Blanch, Head: Global Commodities at Bank of America
- Claudia Sahm, Chief Economist at New Century Advisors

Andrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negotiations. Francisco Blanch, Head: Global Commodities at Bank of America, talks about the outlook for commodities and oil and energy prices globally. Claudia Sahm, Chief Economist at New Century Advisors, breaks down the health of the labor market and where it's trending in 2025.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 9th, 2025
Featuring:
1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty.
2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss DC headlines including the riots in LA and latest on the tax bill after Elon Musk's White House fallout. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.
3) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, talks about why history rhymes between now and the 2000 .com bubble and the potential for a consumer crunch. Markets are focusing on a $22 billion auction of 30-year bonds on Thursday and Wednesday's US inflation report for May, which may show a slightly faster pace of price increases.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg reporting on baseball's TV deal and WSJ's look at Father's Day gifts.

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Former New York Governor Andrew joined Bloomberg Surveillance to talk about his candidacy for Mayor of New York City, President Trump's immigration policies and the state of the Democratic party. 
He speaks with Tom Keene and Paul Sweeney. 

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- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock
- Stephanie Roth, Chief Economist at Wolfe Research
- Dan Ives, Global Head of Technology at Wedbush Securities
- Ed Mills, Washington Policy Analyst with Raymond James

Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and Stephanie Roth, Chief Economist at Wolfe Research offer their analysis of May nonfarm payrolls data and discuss the outlook for the labor market. Ed Mills, Washington Policy Analyst with Raymond James, discusses President Trump's agenda and his public feud with Elon Musk.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 6th, 2025
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, and Kristina Campmany, Senior Portfolio Manager with Invesco, react to the May nonfarm payrolls report. Data released earlier this week signaled a softening labor market, which reinforced expectations that the Federal Reserve will cut interest rates at least twice this year.
2) Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. After Tesla shares tanked 14% and Musk's personal wealth dropped by $34 billion, Musk signaled a willingness to cool tensions with Trump, responding to a user's advice to "cool off and take a step back for a couple days" with "Good advice."
3) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and discusses how the jobs report is affecting markets. US yields Thursday rebounded from session lows after an unexpected increase in new jobless claims, with traders pricing in an earlier start to Federal Reserve interest-rate cuts.
4) Jennifer Harris, former Special Assistant to the President and Senior Director for International Economics on the National Security Council and the National Economic Council, on her Foreign Affairs article "The Post-Neoliberal Imperative" and the realignment of a "new centrism" in American politics.

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- Mike Johnson, Republican Speaker of the House of Representatives
- Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI
- Jordan Rochester, Head: FICC Strategy at Mizuho
- Krishna Memani, CIO at Lafayette College

Mike Johnson, Republican Speaker of the House of Representatives, joins for a discussion on the House tax bill and how he hopes his party will look to get it passed through the Senate. Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI, joins for a discussion on the outlook for the US economy and the Fed. Jordan Rochester, Head: FICC Strategy at Mizuho, reacts to the ECB decision and discusses dollar strength. Krishna Memani, CIO at Lafayette College, reacts to jobless claims and discusses how the labor market could impact US markets.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 5th, 2025
Featuring:
1) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for an extended discussion on labor market strength and whether we are on the cusp of a breaking of US labor. Friday's jobs report is expected to show slowed growth in nonfarm payrolls and a steady unemployment rate, with traders awaiting fresh data on the US economy.
2) Vishy Tirupattur, Chief Fixed Income Strategist at Morgan Stanley, joins to discuss bond market warnings and reacts to jobless claims. A series of poorly received sovereign bond auctions worldwide has raised questions about investors' willingness to fund government spending plans. Recent auctions in Japan, Australia, and South Korea have shown weak demand, and investors are demanding more compensation to hold long-dated bonds due to growing anxiety about fiscal deficits.
3) Julia Coronado, President and founder of Macropolicy Perspectives, joins to talk about the June FOMC meeting and whether there'll be more Fed cuts than is being priced in. A trend of higher global yields is a warning sign from investors that governments cannot keep borrowing at the pace they did when interest rates were close to zero.
4) Neale Richmond, Ireland’s Minister of State for Diaspora and International Development, on how the EU is negotiating with the US on tariffs. It comes as the EU's power to impose retaliatory tariffs on US goods and services received a legal boost from an adviser to the EU's top court.
5) Romi Savova, CEO at PensionBee, discusses bringing efficiency to the retirement systems in the US and abroad and how money managers can better position people to retire.

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- Kate Moore, CIO at Citi Wealth
- Wendy Schiller, professor at Brown University
- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management
- Molly Brooks, US Rates Strategist at TD Securities

Kate Moore, CIO at Citi Wealth, offers her outlook for equities in 2025 as trade tensions heighten while good jobs data reinforces a rally. Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, discusses continued warning signs about the US economy coming from the bond market and talks about how momentum factors into investment strategies. Wendy Schiller, professor at Brown University, talks about the latest trade tensions with China and other priorities of the Trump administration. Molly Brooks, US Rates Strategist at TD Securities, talks about whether the US could see multiple rate cuts by the end of 2025.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 4th, 2025
Featuring:
1) Robert Kaplan, Vice Chairman of Goldman Sachs, joins to discuss the Fed, interest rates, and resiliency of the US economy. US stock futures hold onto two days of gains as investors await labor market data, which has so far held up better than expected amid the Trump administration's trade war.
2) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, discusses his recent findings on the impact of tariffs on US companies and the US economy. Investors will follow services data and ADP's report on private-sector employment for updated information on the strength of the US economy, ahead of Friday's nonfarm payrolls report, as the market continues to climb on healthy eco data and in spite of tariffs.
3) Sassan Ghahramani, President and CEO at SGH Macro Advisors, joins to discuss President Trump's social media post upending US-China trade sentiment. President Trump called Xi Jinping "VERY TOUGH, AND EXTREMELY HARD TO MAKE A DEAL WITH" in a late-night social media post, raising questions about the fragile economic truce between the US and China. Tensions between the two countries are increasing, with the US recently barring the shipping of critical jet engine parts to China and seeking to slap fresh curbs on Huawei= chips, among other measures.
4) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about the air traffic controller concern for airlines and offers her analyst recommendations for US airlines.
5) Eric Rosen, author at The Rosen Report and former head of credit trading at UBS, talks about the dollar's position on the globe and how deficits and debt could weigh on it. While some economists fear a notable weakening in US employment in coming months under the weight of tariffs, that hasn’t shown up in the data yet.

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