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Bloomberg Surveillance

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Bloomberg Surveillance
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  • Inflation and Tariffs in Full Focus for Markets
    Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 14th, 2025Featuring:1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, talks about the sustainability of the US equity rally and staying in the market. Stocks fell in early trading as the Trump administration escalated its trade war, with investors bracing for economic reports that will offer an early read on the impact of tariffs.2) Rep. Jodey Arrington, Republican Congressman from Texas and Chairman of the House Budget Committee, talks about the passing of the Big, Beautiful Bill and his involvement in getting his party on board as well as Texas flooding.3) Jane Foley, Head of FX Strategy at RaboBank, talks about the yen carry trade amid liquidity concerns in Japan and also discusses a weak dollar. Japanese bond yields spiked as the pressure in the country is being heightened by the looming election on July 20, with concerns over governments spending beyond their means also applying to the UK, Europe, and US, according to the text.4) Henrietta Treyz, co-founder at Veda Partners, talks about incoming tariff headlines as President Trump's tariff strategy comes into focus. President Trump's weekend threat to impose tariffs on the European Union and Mexico is testing market resilience, following a series of escalated trade measures against multiple partners.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on "Superfake" luxury handbags and the NYT report on the federal government adding new limits on student loan borrowing.See omnystudio.com/listener for privacy information.
    14/7/2025  
    36:09
  • Single Best Idea with Tom Keene: John Stoltzfus & Jay Bryson
    Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with John Stoltzfus & Jay Bryson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
    11/7/2025  
    4:08
  • Bloomberg Surveillance TV: July 11th, 2025
    - Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth- Steven Ricchiuto, Chief US Economist at Mizuho- Jeannette Lowe, Director: Policy Research at Strategas Securities- Angelo Zino, Head: Technology at CFRA Research Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth, joins to discuss his outlook for markets and a potential pullback in the equity rally. Steven Ricchiuto, Chief US Economist at Mizuho, discusses US economic bullishness amid continued policy uncertainty. Jeannette Lowe, Director: Policy Research at Strategas Securities, talks about President Trump's tariff proposals as the administration looked to deliver more clarity on tariff rates this week. Angelo Zino, Head: Technology at CFRA Research, discuss Nvidia's market cap record and the outlook for big tech.See omnystudio.com/listener for privacy information.
    11/7/2025  
    23:51
  • The Persistence of the US Equity Rally
    Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 11th, 2025Featuring:1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., joins for an extended discussion on the sustainability of the equity rally and his S&P target as he remains one of Wall Street's leading bulls. Investor appetite for equities remain strong, driven by confidence in the US economy’s resilience and optimism ahead of earnings season, according to the text, with David Chao, a global market strategist at Invesco Asset Management, saying investors are having a “tariff fatigue”.2) Michael Widmer, Head: Metals Research at Bank of America, joins to talk about President Trump's copper tariffs and how it's reshaping copper and other metals markets. President Trump’s plans to impose import tariffs on copper imports are set to include materials used for power grids, the military and data centers. Plans involve including semi-finished products, according to people familiar with the matter, which would include wires, sheets, tubes and plates.3) Jurrien Timmer, Director: Global Macro Fidelity Management & Research, joins to discuss the "V-Shaped Rocket Ship." Despite yesterday's record finish for equities, strategists are sounding warnings about the impact of uncertain tariff policy on stocks, saying it could reduce the chances of a September rate cut and increase the chances of an economic slowdown.4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about Saudi Arabia raising oil prices more than expected and global oil demand. Saudi Arabia has raised prices for its main crude grade for Asian buyers in August by $1 to $2.20 a barrel more than the regional benchmark, exceeding expectations. The price increase comes as OPEC+ agrees to raise production by 548,000 barrels a day in August, which may contribute to a crude surplus later this year. Despite strong summer demand, traders expect the market to soften later this year as consumption wanes and OPEC+ increases contribute to a surplus of crude in storage.5) Cam Dawson, CIO at NewEdge Wealth, talks about why she's dubbing the current equity rally as the "Honey Badger" market. US equities closed at a new all-time high on Thursday as investors parsed tariff headlines and looked ahead to corporate results.See omnystudio.com/listener for privacy information.
    11/7/2025  
    40:43
  • Single Best Idea with Tom Keene: Andrew Sheets & Julian Emanuel
    Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Sheets & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
    10/7/2025  
    3:55

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The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 
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