Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 1st, 2025
Featuring:
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the outlook for yields and why there could be more bond investment in 2025. The 10-year Treasury yield declined four basis points to 4.19% in the early morning as investors increased wagers on the scale of potential Federal Reserve interest rate cuts this year.
2) Cam Dawson, CIO at NewEdge Wealth, talks about equity all-time highs and raising the pain trade. US equity futures retreated slightly after the S&P 500 notched its best quarter since 2023, as investors monitor progress on trade talks and wrangling in Washington over President Trump’s tax bill.
3) George Goncalves, Head: US Macro Strategy MUFG Securities, Americas, talks about the outlook for US economic growth should the tax bill pass and his economic projections for 2025 as the labor market shows signs of weakening. Investors are also watching for a slew of economic data, including PMI readings and the US job openings report, ahead of Thursday’s nonfarm payrolls, and a discussion on monetary policy at the European Central Bank’s annual retreat.
4) Michael Lasser, Equity Research Analyst: Consumer Hardline Staples at UBS, explores the potential ramifications of the bill on an aggregate consumer spending level, as well as the potential impacts for each consumer subsector and individual stocks. US consumer spending declined 0.3% in May, the most since the start of the year, indicating uncertainty around the Trump administration's economic policies is weighing on growth.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a story from The Athletic on ESPN and MLB resuming broadcasting rights talks and a WSJ story on why the July 4th BBG may get more expensive.

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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 Liz Ann Sonders & Heather Boushey.

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- Esther George, former President of the Federal Reserve Bank of Kansas City
- Terry Haines, founder at Pangaea Policy
- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld
- Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management

Esther George, former President of the Federal Reserve Bank of Kansas City, joins to offer her outlook for the economy and this week's critical jobs report. Terry Haines, founder at Pangaea Policy, talks about Senate deliberations over the tax bill and the latest priorities for the Trump administration. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about tariff negotiations amid the looming July 9 deadline. Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management, talks about whether bonds could rally in the second half of the year.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 30th, 2025
Featuring:
1) Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, joins to talk about his quarterly fixed income outlook and the bond market's warning shot. Investors will also turn to upcoming economic data, including the monthly payrolls report due Thursday, to assess the strength of the economy and the outlook for rates.
2) Henrietta Treyz, co-founder at Veda Partners, discusses the Senate's deliberations over the Big, Beautiful Bill as well as the looming tariff deadline. Senate Majority Leader John Thune is working to pass President Trump's tax and spending bill by July 4, but faces opposition from around eight Republican senators who have concerns about the bill's provisions.
3) Ebrahim Rahbari, Head of Rates Strategy and US Research at Absolute Strategy Research, joins for an extended discussion on US and global interest rates, inflation projections, and Jay Powell's approach ahead of his comments tomorrow in Sintra. Central bank chiefs from the US, euro zone, Japan, South Korea, and the UK will discuss monetary policy at the European Central Bank's annual retreat in Portugal, amid global economic uncertainty caused by Donald Trump's presidency.
4) Heather Boushey, Senior Research Fellow at Harvard University and former member of the Council of Economic Advisers and Chief Economist for the Invest in America Cabinet, breaks down the Trump administration's latest economic policies, including the tax bill, tariffs, and approach to the weakening labor market. The tax bill's progress is being closely watched, with markets and renewable energy stocks reacting to concerns about the bill's impact on wind and solar projects, and Trump pushing for speed and threatening to primary senators who oppose the bill.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Cracker Barrel and a Bloomberg News story on Squid Game.

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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 Troy Gayeski & Neil Dutta.

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- Chris Wright, US Secretary: Energy
- Tobin Marcus, Head: Policy & Politics at Wolfe Research
- Marissa Adams, Head: Global Trade Solutions at HSBC
- Alejandra Grindal, Chief Economist at Ned Davis Research

Chris Wright, US Secretary: Energy, joins to discuss the outlook for energy and oil following the US' intervention into the Israel-Iran conflict. Tobin Marcus, Head: Policy & Politics at Wolfe Research, discusses the latest on the US tax bill going through Congress. Marissa Adams, Head: Global Trade Solutions at HSBC, on recent US trade negotiations and whether more deals can continue to come through. Alejandra Grindal, Chief Economist at Ned Davis Research, reacts to today's and this week's eco data.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025
Featuring:
1) Neil Dutta, Head of US Economic Research at Renaissance Macro, reacts to PCE and breaks down the latest economic data. Stocks gained in early trading as the US moved closer to trade deals with China and other major trading partners, with expectations rising for Federal Reserve interest-rate cuts this year.
2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, talks about her "US Policy Pulse" note on the energy sector and geopolitical dynamics, and can also discuss the tax bill and tariff deadline. China and the US have further confirmed details of a trade framework and the Treasury Department has announced a deal with G-7 allies to exclude US companies from some taxes imposed by other countries in exchange for removing the Section 899 "revenge tax" proposal from President Trump's tax bill.
3) Freya Beamish, Chief Economist at TS Lombard, talks about global bond market signals and US economic resilience. The Stoxx Europe 600 index climbed in early trading after data Friday showed inflation inched up in France and Spain, but not enough to concern European Central Bank officials who are optimistic that their 2% target will be met sustainably this year.
4) James Steel, Chief Commodities Analyst at HSBC, talks about gold hitting record highs and the outlook for gold and other metals.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on Target trying to compete with Costco and an FT story on whether K-pop losing steam.

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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 Audrey Childe-Freeman & Tony Crescenzi.

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- Jim Zelter, President at Apollo Global Management
- Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo
- Lauren Goodwin, Chief Market Strategist at New York Life Investment
- Mary Daly, President of the San Francisco Federal Reserve

Jim Zelter, President at Apollo Global Management, offers his outlook for the markets and US economy amid geopolitical and inflation uncertainty. Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo, joins to talk about the rate path in the US. Nela Richardson, Chief Economist at ADP, joins to react to jobless claims and a slew of economic data today. Mary Daly, President of the San Francisco Federal Reserve, joins Lisa Abramowicz for a conversation on the US economy and interest rates.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025
Featuring:
1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are declining in the early hours on bets that US interest-rate cuts could come sooner than expected, following a report that President Trump may fast-track his pick for the next Federal Reserve chair.
2) Stephanie Roth, Chief Economist at Wolfe Research, breaks down today's slew of eco data and previews jobs next week. Markets are pricing 63 basis points of easing from the Fed by the end of the year should softening economic data continue to come in, and the S&P 500 is poised to resume its advance toward an all-time high.
3) Randy Schwimmer, Vice Chairman and co-head of Senior Lending at Churchill Asset Management, discusses renewed confidence in private equity and whether there's rising risks in private credit. Fed Chair Jay Powell testified to Congress this week that it has “real, positive attributes,” though this sector has been growing fast and has not been through “a real downturn." In this case, Powell thinks private credit “bears close watching."
4) Angie Gildea, US Energy Leader at KPMG, discusses the outlook for energy and oil prices amid potentially calming geopolitical conflicts. Oil prices steadied after US President Trump reaffirmed his "maximum pressure" campaign on Iran, which includes targeting Tehran's petrodollars.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on whether weighted vests really worth the hypea and Bloomberg's story on Nike's Snoafer shoe listing $500 before it's even released.

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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 Sam Stovall & Alicia Levine.

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- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley
- Amrita Sen, Founder and Director of Research at Energy Aspects
- Jon Lieber, Head: Research at Eurasia Group
- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries

Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook for the US economy. Amrita Sen, Founder and Director of Research at Energy Aspects, talks about the possibility of an oil spike amid uncertainty surrounding the Israel-Iran conflict. Jon Lieber, Head: Research at Eurasia Group, talks about rising geopolitical risks. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, joins to discuss the outlook for the airline industry amid defense spending changes.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 25th, 2025
Featuring:
1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss his outlook for equities and the economy in the second half of 2025. Fed Chair Jay Powell told lawmakers that if inflation pressures remain contained, the Fed will cut rates sooner rather than later, but didn't point to a particular meeting, and markets are telling Powell that he will be lowering rates more quickly than he portrayed.
2) Fred Neuman, Chief Asia Economist at HSBC, joins for a discussion on how an oil spike could lead to an inflation spike, and why the Israel-Iran conflict's impact on oil is crucial to China and Asian economies. It comes as President Trump announced on social media that China can continue to purchase oil from Iran, potentially undermining years of US sanctions on Iran. The announcement surprised oil traders and officials in Trump's own government, and it is unclear how the US Treasury and State Department will interpret and enforce related sanctions.
3) Ali Vaez, Iran Project Director of the Crisis Group's Iran Project, joins to discuss the conflicting views about the whether the US destroyed Iran's nuclear capabilities and whether there is any room for diplomacy in the Israel-Iran conflict. President Trump disputed an intelligence report that found the airstrikes he ordered on Iran had only a limited impact on its nuclear program. The ceasefire between Israel and Iran remains fragile, with a focus on nuclear diplomacy and assessments of how much damage was done to Iran's nuclear program.
4) Alicia Levine, Head of Investment Strategy and Equities at BNY, joins to talk about volatility in equities and offers her S&P target. Traders are shifting their focus to the US economy and how trade risks and fiscal pressures could affect corporate earnings and growth, with a fragile ceasefire between Israel and Iran appearing to hold.

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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 Gary Gensler.

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- Torsten Slok, Chief Economist at Apollo Management
- David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General
- French Hill, Republican Congressman from Arkansas
- Innes McFee, Chief Global Economist at Oxford Economics

Torsten Slok, Chief Economist at Apollo Management, joins to discuss the potential for a slowing economy in 2025 and possibility of interest rate cuts. David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General, discusses the latest on the Israel-Iran conflict. French Hill, Republican Congressman from Arkansas, talks about economic priorities of Congress and how he hopes the Senate will pass the Big Beautiful Bill. Innes McFee, Chief Global Economist at Oxford Economics, talks about the outlook for US and global economies amid changing value in the dollar.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 24th, 2025
Featuring:
1) Gary Gensler, former SEC Chair and Professor of the Practice of Global Economics & Management at MIT, discusses his new text with Simon Johnson and others on the economic consequences of a second Trump administration as well as his experience in government as SEC Chair. It comes as Fed Chair Jay Powell is set to testify before Fed Chair Jay Powell gets set to likely have to explain why he and fellow policymakers seem resolved to continue holding interest rates for the time being, as the president calls for rate cuts.
2) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan Private Bank, joins to talk about why she's telling clients to expect the economy to remain resilient and is diversifying global investments. The possible ceasefire between Israel and Iran sparked cautious optimism for a lasting resolution to the conflict, leading to a decrease in oil prices and an increase in stock prices.
3) Henrietta Treyz, co-founder at Veda Partners, joins for a discussion on the Big Beautiful Bill and President Trump's economic and political priorities beyond the Middle East. President Trump's $4.2 trillion tax-cut package is nearing a vote in the Senate, but it lacks the necessary support due to disagreements among Republicans over Medicaid cuts, green energy incentives, and other issues. Senate Republicans plan to begin voting on the bill mid-week, with a goal of final passage by the weekend, but meeting this deadline will require quick negotiations on thorny policy issues.
4) Emily Kilcrease, former Deputy Assistant US Trade Representative in the first Trump admin, joins to talk about what she believes it would take to effectively remake the economic world order.

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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 Richard Haass & Robert D. Kaplan.

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- Norman Roule, Senior Adviser at the Center for Strategic & International Studies
- Daan Struyven, Head: Commodity Research at Goldman Sachs
- Mark Esper, former US Secretary of Defense
- Danny Danon, Israel's Ambassador to the United Nations

Norman Roule, Senior Adviser at the Center for Strategic & International Studies, discusses the US strikes on Iran and what's next for conflict in the Middle East. Daan Struyven, Head: Commodity Research at Goldman Sachs, offers his outlook for oil and global commodities in the wake of the US' attack on Iran. Mark Esper, former US Secretary of Defense, talks about the strategy aimed at weakening Iran's nuclear capabilities and whether early indications show the US achieved its objectives. Danny Danon, Israel's Ambassador to the United Nations, talks about Israel's position in the Middle East after the US' strike on Iran.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 23rd, 2025
Featuring:
1) Richard Haass, Senior Counselor with Centerview Partners & President Emeritus at Council on Foreign Relations, joins for a discussion on the Israel-Iran conflict. Iran vowed retaliation and continued attacks on Israel following US strikes on its nuclear facilities, fueling fears of a wider war in the Middle East and rattling global markets. The conflict has also raised concerns about oil prices and inflation.
2) Robert D. Kaplan, author and foreign affairs expert, joins for a discussion on the Iran-Israel conflict and whether the US involvement stops at this weekend's strikes. The US operation targeted nuclear sites at Fordow, Natanz, and Isfahan, and included 125 aircraft, strikes by Tomahawk missiles, and the use of 14 Massive Ordnance Penetrator bombs.
3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on why oil has now become central to her 2025 S&P target. US equity futures advanced and crude prices fluctuated on speculation that Iran's response to Washington's bombing of its nuclear sites is unlikely to significantly disrupt oil traffic from the Middle East.
4) Steven Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and discusses how the Fed's approach to rates could be reshaped by a potential oil and inflation spike. The yield on 10-year Treasuries rose two basis points to 4.39%, and a data release showed private sector activity in the euro area barely grew in June, as erratic US trade policy and geopolitical conflicts leave companies uncertain about what's next.
5) Paul Sankey, Lead Analyst at Sankey Research, discusses the path for oil and energy from here. Oil prices initially surged after US strikes on Iranian nuclear sites, but later dropped as fears of an immediate supply disruption faded. The oil market remains gripped by an escalating crisis, with risks including a potential disruption to supplies through the Strait of Hormuz and attacks on crude infrastructure in rival suppliers.

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American bombers struck Iran’s three main nuclear sites overnight, putting the US directly into Tehran’s war with Israel despite President Donald Trump’s longtime promises to avoid new conflicts.

Addressing the nation late on Saturday in Washington, Trump said Iran’s “key nuclear enrichment facilities have been completely and totally obliterated.” He threatened “far greater” attacks if Iran doesn’t make peace, raising the specter of even deeper US involvement in a Middle Eastern war that began with Israel’s strikes on the Islamic Republic nine days ago.

Trump earlier said US planes dropped bombs on Fordow, a uranium-enrichment site buried deep under a mountain and seen as vulnerable only to “bunker buster” munitions that the US possesses. Natanz and Isfahan, two other sites, were also struck.

“Our objective was the destruction of Iran’s nuclear enrichment capacity and a stop to the nuclear threat posed by the world’s No. 1 state sponsor of terror,” Trump said. “Iran, the bully of the Middle East, must now make peace. If they do not, future attacks will be far greater — and a lot easier.”
Iran’s foreign minister, Abbas Araghchi, said the US’s move “outrageous and will have everlasting consequences.”“Iran reserves all options to defend its sovereignty, interest, and people,” he said.
Tehran’s nuclear regulatory agency said there was no sign of radiation contamination at the sites and that it had take precautions in anticipation of an attack.

On this special edition of Bloomberg Surveillance, hosts Tom Keene and Paul Sweeney speak with:

- Ethan Bronner, Israel Bureau Chief for Bloomberg News
- Joe Mathieu, co-host of Bloomberg Balance of Power
- Gautam Mukunda, professor at Yale School of Management and Bloomberg Opinion columnist
- Dan Williams, Bloomberg News Jerusalem reporter
- Jennifer Lawless, professor at University of Virginia

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
June 20th, 2025
Featuring:
1) Dan Williams, Bloomberg News reporter, on President Donald Trump signaling he would give diplomacy a chance before deciding whether to strike Iran, dialing back on recent comments that suggested military action could be imminent.
2) David Katz, President and CIO of Matrix Asset Advisors, on why he is hopeful there will be some clarity in the current conflict in the upcoming months. After that, however, we will then return to the week to week and month to month uncertainties with Tariff and the current tax and spending bill that’s making its way through congress.
3) Alisa Rusanoff, CEO at Eltech, on what risks lender are currently facing in the shipping space.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how side hustles nowadays are more about necessity than a passion. Plus, a Bloomberg report about Capital One's New JFK Lounge Makes a Play for Premium Travelers

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Bloomberg's Tom Keene 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 left interest rates unchanged and continued to pencil in two rate cuts in 2025, saying uncertainty over the economic outlook was still high but had diminished.

The Federal Open Market Committee voted unanimously on Wednesday to hold the benchmark federal funds rate in a range of 4.25%-4.5%, as they have at each of their meetings this year.

Officials also downgraded their estimates for economic growth this year while lifting their forecasts for unemployment and inflation.

Speaking to reporters following the decision, Chair Jerome Powell repeated his view that the central bank was “well positioned to wait to learn more about the likely course of the economy before considering any adjustments to our policy stance.”

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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 Jack Devine & Michael Darda.

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- Rafael Grossi, IAEA Director
- Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President
- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock
- Claudia Sahm, Chief Economist at New Century Advisors

Rafael Grossi, IAEA Director, joins to discuss the outlook for global energy prices amid the escalating conflict between Israel and Iran. Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President, looks ahead to today's Fed meeting and discusses whether the Fed will soon cut rates. Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, talks about the outlook for equities amid continued global uncertainty and rising geopolitical tensions. Claudia Sahm, Chief Economist at New Century Advisors, talks about whether the Fed will lower rates should the labor market show signs of deteriorating.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 18th, 2025
Featuring:
1) Jack Devine, founder at The Arkin Group, joins to discuss what US involvement in the Middle East conflict could look like and how US national security could weigh striking Iran. An overnight meeting between President Trump and his national security team has raised speculation that the US may join Israel's attacks against Iran. Trump has posted demands for Iran's "UNCONDITIONAL SURRENDER" and threatened a possible strike against the country's leader, while Iran has reiterated its intention to respond with force if the US gets involved.
2) Michael Darda, Chief Economist at Roth Capital Partners, joins for a look ahead to the Fed and talks about the outlook for inflation and markets. Socks and bonds posted small gains as investors waited for the Federal Reserve's monetary policy decision and new economic forecasts. The Fed's latest projections for growth, unemployment, and interest rates will be closely watched.
3) Win Thin, Global Head: Markets Strategy Brown Brothers Harriman & Co., reacts to jobless claims and looks ahead to the Fed and potential for more inflation in the US. Fed policymakers face heightened uncertainty as geopolitical tension add to the inflation and labor market risks that are tied to the Trump administration’s tariff policies.
4) Leslie Palti-Guzman, founder at Energy Vista, talks about rapidly rising oil prices and if there will be any let up as Middle East fighting continues. Oil prices pulled back from a near five-month high, with Brent crude trading below $76 a barrel, as markets awaited news on US involvement in the Middle East conflict. Middle Eastern oil that loads outside the Persian Gulf and Malaysian crude are gaining popularity among Asian buyers due to the Israel-Iran conflict threatening the Strait of Hormuz.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on Dallas Cowboys cheerleaders getting a 400% pay raise and a WSJ story on private space stations racing to be the next popular travel destination.

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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 Bob Hormats & Meredith Whitney.

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- Reza Pahlavi, Son of the Shah of Iran
- Krishna Guha, Vice Chairman at Evercore ISI
- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP
- Pooja Sriram, VP:US Economics Research

Reza Pahlavi, Son of the Shah of Iran, joins to discuss the growing conflict between Israel and Iran and whether the country will work with the US on a deal to stop the fighting. Krishna Guha, Vice Chairman at Evercore ISI, joins to preview this week's Fed meeting and discusses his outlook for the US economy. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, talks about the G7 summit, President Trump leaving early, and where the US stands on trade deals. Pooja Sriram, VP:US Economics Research, offers his outlook for the US economy and interest rates.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 17th, 2025
Featuring:
1) Bob Hormats, Vice Chairman of Kissinger Associates, talks about the history of the G7 and the significance of President Trump leaving early today to deal with the conflict in the Middle East. President Trump left the G7 meeting in Canada early to deal with the Israel-Iran conflict, but downplayed the chances of a ceasefire. Despite Trump's comments, top US officials said the president remains hopeful a peace deal can be achieved between Israel and Iran, with Trump's top Middle East envoy possibly meeting with Iranian Foreign Minister Abbas Araghchi later this week.
2) Stuart Kaiser, Head: US Equity Trading Strategy Citi, joins to discuss whether the equity rally in the US could face further headwinds or if there's just immediate headline risk. The market is gauging the risks of an escalation in hostilities and broader involvement, with a focus on oil prices, which could soar if Tehran disrupts shipments through the Strait of Hormuz.
3) Jerome Schneider, Head: Short Term Portfolio Management & Funding at PIMCO, discusses the upcoming Fed meeting and why not all cash is king when it comes to defensive investing. The Federal Reserve decision on Wednesday will be closely watched, with policymakers signaling an extended hold on interest rates and investors looking for clues on what might eventually prompt the central bank to make a move.
4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to talk about US economic risks and why the July 3rd jobs report could mark a breaking point in the US economy.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Business Insider's story on Costco testing stand-alone gas stations for members and the NYT story on Americans watching streaming.

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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 Campbell Harvey & Ed Morse.

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- Amanda Lynam, Head: Macro Credit Research at BlackRock
- Aaron David Miller, Senior Fellow for Carnegie Endowment for International Peace
- Ellen Wald, Senior Fellow at the Atlantic Council
- Steven Ricchiuto, Chief US Economist for Mizuho

Amanda Lynam, Head: Macro Credit Research at BlackRock, joins for a discussion on the bond market, corporate credit spreads, and whether bonds are indicating a slowdown in the US economy. Aaron David Miller, Senior Fellow for Carnegie Endowment for International Peace, discusses the latest on the conflict between Israel and Iran and the chances of escalation. Ellen Wald, Senior Fellow at the Atlantic Council, talks about the outlook for energy prices amid conflict in the Middle East. Steven Ricchiuto, Chief US Economist for Mizuho, offers his outlook for inflation, the Fed, and the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 16th, 2025
Featuring:
1) Ed Morse, Senior Advisor at Hartree Partners and former Head of Global Commodities at Citi, joins for an extended discussion on the outlook for global oil and commodities. The hostilities between Israel and Iran disrupted market momentum, but traders increasingly anticipate that the conflict will remain contained, leading to dip-buying on Monday. In the premarket, Brent crude dropped 0.4% after initially soaring as much as 5.5% following a weekend of attacks. Gold dropped 0.5% from Friday’s all-time high.
2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the latest DC headlines including President Trump's trip to the G7 in Canada and the US' role in the Israel-Iran conflict. The conflict has caused damage to the US consulate in Tel Aviv, and has led to a rise in global energy prices. Hostilities between Israel and Iran have entered a fourth day, with no sign of easing, and have resulted in hundreds of deaths.
3) Cam Harvey, professor at Duke's Fuqua School of Business, looks ahead to this week's Fed meeting and talks about why gold is continuing to rise as a hedge. Markets are looking ahead to interest rate decisions from the Federal Reserve and the Bank of Japan, as well as a meeting of the Group of Seven nations, later this week.
4) Whitney Tilson, NYC mayoral candidate and former hedge fund manager, talks about his candidacy for NYC mayor ahead of the Democratic primary next week. Early voters are flocking to polls as leaders are emerging in the packed list of candidates: former NY Governor Andrew Cuomo and state assemblyman Zohran Mamdani.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including WSJ's story on the next big thing in luxury travel and Bloomberg Screentime's story on YouTube serving as a longform platform for videos.

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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 Rebecca Patterson & Tina Fordham.

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- Danny Danon, Israel's Ambassador to the United Nations
- Robert Tipp, Chief Investment Strategist at PGIM Fixed Income
- Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations
- Jim Farley, President & CEO at Ford Motor Co.

Danny Danon, Israel's Ambassador to the United Nations, discusses the latest developments in the Israeli airstrikes on Iran. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, joins to discuss the Treasury outlook after yesterday's auction and the spike in yields after Israel's strike on Iran. Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations, joins to discuss the latest on Israeli strikes on Iran. Jim Farley, President & CEO at Ford Motor Co., talks about the latest updates from his company and how they're navigating a new geopolitical, tech, and economic environment.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 13th, 2025
Featuring:
1) Tina Fordham, founder at Fordham Global Foresight, joins for a discussion on the reshaped geopolitical landscape after Israel's strike on Iran. The conflict could impact oil prices, with scenarios ranging from a moderate increase to $75 per barrel if Iran's oil facilities are attacked, to a more extreme scenario of $130 per barrel if the Strait of Hormuz is closed. The US's role in the conflict is uncertain, with possible scenarios including Tehran trying to keep the US out of the war, symbolic attacks against the US, or Iran targeting US positions in the region.
2) Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East, on Israel striking Iran and the consequences for the US and Middle East. The attacks risk plunging the Middle East into crisis, hitting the global economy, and escalating into a broader regional conflict, with the US and other nations calling for diplomatic de-escalation.
3) Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the potential for Treasuries and the Dollar becoming a safe haven amid Middle East tensions and whether US exceptionalism is fading. Treasuries rose due to escalating Israel-Iran tensions, strong auctions, and cooling inflation data, with yields falling 1-2 basis points across the curve.
4) Gautam Mukunda, Professor at Yale School of Management and Bloomberg Opinion columnist, discusses the US' role in the Israel-Iran conflict and how it could affect the upcoming Iran Nuclear Deal talks. President Trump urges Iran to accept a nuclear deal to avoid further attacks, after Israel bombed Iran's atomic facilities and killed top commanders. Israel struck around 100 targets across Iranian cities, causing oil prices to surge and investors to buy havens, and Iran responded with a wave of drones towards Israel.
5) Matt Luzzetti, Chief Economist at Deutsche Bank, talks about the changing US economic outlook amid rising Middle East tensions. Treasuries rose due to escalating Israel-Iran tensions, strong auctions, and cooling inflation data, with yields falling 1-2 basis points across the curve. duropean government bonds initially jumped but then reversed gains as focus turned to the impact of higher oil prices on inflation.

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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 Frances Donald & Richard Clarida.

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- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management
- Norman Roule, Senior Adviser at Center for Strategic & International Studies
- Frances Donald, Chief Economist at RBC
- Adam Posen, President at the Peterson Institute for International Economics

Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to react to PPI and discusses signals from the bond market. Norman Roule, Senior Adviser at Center for Strategic & International Studies, joins to discuss tensions in the Middle East as the US ordered some staff to leave its embassy in Baghdad after Iran threatened to strike American assets in the Middle East. Frances Donald, Chief Economist at RBC, discusses her outlook for the Fed and US economy. Adam Posen, President at the Peterson Institute for International Economics, talks about the economic impact of unilateral tariff rates.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 12th, 2025
Featuring:
1) Frances Donald, Chief Economist at RBC, joins for a discussion on CPI and the labor market and whether the Fed will be late to cut rates. The Federal Reserve is rewriting its strategy document to balance the lessons learned from low inflation before the pandemic and the painful high inflation that followed, aiming to maximize economic benefits for working Americans while controlling inflation.
2) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended conversation on the Fed, rates, and the US economy. Today's 30-year Treasury auction is providing a fresh gauge of investor appetite for long-dated debt amid concerns over mounting deficits and their impact on demand.
3) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for the 10-year-yield and brings us into PPI. President Trump's remarks on imposing unilateral tariffs on dozens of US trading partners and heightened tensions in the Middle East contributed to the risk-off tone across markets today.
4) Anton Posner, CEO at Mercury Resources, discusses how tariffs are affecting shipping and maritime industries and whether it will show up in the economic and consumer data and unilateral tariffs go into place. President Trump has threatened to impose higher duties on dozens of economies, but has only reached a trade framework with the UK and a tariff truce with China, which was recently threatened.

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- Bob Diamond, CEO at Atlas Merchant Capital
- Torsten Slok, Chief Economist at Apollo
- Seth Carpenter, Chief Global Economist at Morgan Stanley
- David Kelly, Chief Global Strategist at JPMorgan Asset Management

Bob Diamond, CEO at Atlas Merchant Capital, joins for a discussion on markets and talks about the outlook for US equities and the US economy. Torsten Slok, Chief Economist at Apollo, talks about the potential for a credit crunch and US slowdown. Seth Carpenter, Chief Global Economist at Morgan Stanley and David Kelly, Chief Global Strategist at JPMorgan Asset Management, react to CPI.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 11th, 2025
Featuring:
1) Mona Mahajan, Senior Investment Strategist at Edward Jones, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Winnie Cisar, Global Head: Strategy at CreditInsights, react to CPI. While the CPI reading remains important as an indicator of the path of US inflation, traders are waiting to get clarification on what the real trade story is and how much global growth will be impacted.
2) Virginie Maisonneuve, Global CIO Equity at Allianz, joins to discuss the global equity outlook and how inflation could play a role in US and global investments. Financial markets are closely watching whether the US and China could tamp down tensions that economists say have tipped the global economy into a downturn. After some 20 hours of negotiations in London, US officials said both sides had established a framework to revive the flow of sensitive goods, even though the plan still needs sign-off from Trump and Xi Jinping.
3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about her S&P 500 target and how that could be changed by today's inflation reading. Investors have been shifting to under-owned, riskier pockets of the market like small caps and high-beta stocks, with Nomura strategist Charlie McElligott citing a “right-tail” risk.
4) Karen Manna, Vice President at Federated Hermes, joins to discuss warnings signs from the bond market and opportunities for bond investors. Bond vigilantes remain focused on the US debt and deficit as uncertainty over tariffs and inflation continue.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on an AI company looking to take white collar jobs and a story in The Times on parents valuing baby girls over boys.

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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 Isabelle Mateos y Lago & Francisco Blanch.

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- Mike Wilson, Chief US Equity Strategist at Morgan Stanley
- Matt Luzzetti, Chief US Economist at Deutsche Bank
- Henrietta Treyz, co-founder at Veda Partners
- Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses whether the equity rally since April can continue with less choppiness than many anticipate. Matt Luzzetti, Chief US Economist at Deutsche Bank, joins for a preview of CPI and where he believes the path for interest rates and inflation is in 2025. Henrietta Treyz, co-founder at Veda Partners, discusses the latest on the tax bill and other political headlines. Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management, discusses warnings from the bond market in 2025 and whether the market could experience a credit crunch amid a tight economic environment.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 10th, 2025
Featuring:
1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins in studio for a discussion on the global impact of tariffs and what to expect from CPI. It comes as the US and China are resuming trade talks in London, aiming to agree on exports of key tech and industrial goods and avoid escalating their trade war. The outcome of the talks is being closely watched by financial markets.
2) Francisco Blanch, Head: Global Commodities at Bank of America Securities, joins to discuss how the trade war is upending agriculture market fundamentals and the outlook for energy and global commodities. It comes as the oil market is expected to be in surplus later this year due to a Saudi-led output surge and increasing production from outside OPEC+. Its trajectory will depend on factors such as OPEC+ output, trade wars, and demand growth.
3) David Doyle, Head of Economics and leads coverage in the Americas at Macquarie, discusses the US labor market and inflation as well as the view from Canada. Despite an increase in optimism from small businesses and market watchers amid an equity market rally, the uncertainty index rose, driven by concerns over President Trump's tariffs and tax legislation, with taxes ranking as the single most important problem.
4) Jeff deGraaf, Head: Technical Research at Renaissance Macro Research, joins for an extended discussion on market fundamentals amid continued policy uncertainty from DC.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT report on sharing while traveling and Business Insider's story on one Wall Street analyst using AI to predict a major antitrust case.

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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 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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