Bloomberg Surveillance

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

In this episode, we feature conversations with David Rosenberg & Michael McKee

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Featuring:

-Howard Marks, Co-Chairman of Oaktree Capital Management
-Eugenio Aleman, Raymond James Chief Economist
-Eric Freedman, US Bank CIO

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025
Featuring:
1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets.
2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Jackson Hole and what we can expect to hear from Fed Chair Jay Powell.
3) Alicia Levine, Head of Investment Strategy and Equities at BNY, on how Trump's tariffs have quieted concerns about the deficit.
4) Lisa Mateo joins with the latest headlines in newspapers across the US...including how makeup is the answer for Louis Vuitton and Chipotle wants to turn dorm rooms into burrito bowls.

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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 Terry Haines & Lori Calvasina.

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

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- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities
- Kit Juckes, Chief FX Strategist at Societe Generale
- Priya Misra, Portfolio Manager at JPMorgan Investment Management

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss her outlook for US equities and the S&P. Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities, breaks down the latest talks between President Trump, Ukrainian President Volodymyr Zelenskiy, and European leaders as a Putin-Zelenskiy summit could take place. Kit Juckes, Chief FX Strategist at Societe Generale, offers his outlook for the dollar and markets. Priya Misra, Portfolio Manager at JPMorgan Investment Management, talks about signals from the bond market.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025
Featuring:
1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning their attention to earnings from US consumer giants for clues on the impact of tariffs, according to the text.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk markets blowing past tariffs post-Liberation Day and whether there's too much focus on risk rather than staying invested. Meanwhile, options traders are grabbing insurance to protect themselves from a potential plunge in technology stocks in the coming weeks, according to Bloomberg.
3) Doug Kass, president and founder at Seabreeze Partners, offers his macro, tech, and AI outlooks. Money markets are currently betting the Fed will deliver its first rate cut for the year in September, as labor-market weakness outweighs inflation risks, with another move expected before year-end.
4) Kristen Bitterly, Head: Wealth At Work at Citi Global Markets, talks asset allocation for long term investors and concern from clients amid a variety of market risks.

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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 a conversation with Angela Stent.

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

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- Claudia Sahm, Chief Economist at New Century Advisors
- Neil Dutta, Head: US Economic Research at Renaissance Macro
- Gennadiy Goldberg, Head: US Rates Strategy at TD Securities
- Kelly Grieco, Senior Fellow at the Stimson Center

Claudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market ahead of Jay Powell's Jackson Hole speech. Neil Dutta, Head: US Economic Research at Renaissance Macro, talks about the chances of a September rate cut as mixed data on inflation and the consumer come in. Gennadiy Goldberg, Head: US Rates Strategy at TD Securities, discusses the Fed's rate easing cycle and when it could begin. Kelly Grieco, Senior Fellow at the Stimson Center, breaks down the Trump-Putin summit and what's next for the war in Ukraine.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025
Featuring:
1) Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss the Fed's case for a rate cut and what he expects from Jackson Hole this week. Traders are staying cautious ahead of the Federal Reserve’s annual retreat at Jackson Hole later this week, with Chairman Jerome Powell’s speech keenly watched for guidance on a September interest-rate cut.
2) Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, joins to discuss his rate cut call as traders prep for Jay Powell's Jackson Hole speech. Investor expectations for monetary easing next month fluctuated in recent days, pricing in more than a quarter-point cut at one point, amid mixed signals on inflation and the strength of US consumers.
3) Angela Stent, Senior Fellow at the Brookings Institute, offers her analysis of the Trump-Putin summit and what Russian President Vladimir Putin gained from the meeting. President Trump and Vladimir Putin agreed that the US could offer security guarantees to Ukraine, according to Steve Witkoff, Trump's special envoy. The details of the security guarantees and any potential territorial concessions remain unclear, with Secretary of State Marco Rubio offering less certainty on the topic than Witkoff.
4) Kona Haque, Head of Commodities Research at ED&F Man, discusses her note on the major moves in coffee prices and how tariffs will affect it, and offers her macro and oil outlook. Coffee remains highly volatile due to geopolitical and weather instability.

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US President Donald Trump called his meeting with Russian counterpart Vladimir Putin “extremely productive” but indicated that a deal to end the war had still not been finalized, adding that he would speak to NATO allies and Ukrainian President Volodymyr Zelenskiy.

“There’s no deal until there’s a deal,” Trump said Friday in Anchorage, Alaska as he stood alongside Putin for a joint event. 

Putin spoke first at the event, casting the conversations as useful and said they were held “in a constructive atmosphere.” He talked of unspecified agreements with Trump, and suggested that Ukraine was only one of multiple issues discussed, pointing to the potential for increased trade and business cooperation as well as work in the Arctic and in space exploration.

The event followed the longest ever face-to-face meeting between the two leaders.

On this special edition of Bloomberg Balance of Power, we hear instant reaction to and analysis of the summit and the press conference. Host Joe Mathieu speaks with:

• Bloomberg Politics Contributors Rick Davis and Jeanne Sheehan Zaino.
• Bloomberg Managing Editor Kevin Whitelaw. 
• Bloomberg Chief Political Correspondent Annmarie Hordern.

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