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

In this episode, we feature conversations with Barry Eichengreen & Emily Roland.

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- Jim Bianco, president and founder at Bianco Research
- Nadia Lovell, Senior Strategist: US Equity at UBS
- Dana Telsey, CEO at Telsey Advisory Group
- Russell Brownback, Head: Global Macro Positioning at BlackRock

Jim Bianco, president and founder at Bianco Research and Nadia Lovell, Senior Strategist: US Equity at UBS, join to offer their outlook on US equities and whether it could sustain its post-Liberation Day rebound. Dana Telsey, CEO at Telsey Advisory Group, discusses consumer health and the outlook for luxury goods in the US and globally. Russell Brownback, Head: Global Macro Positioning at BlackRock, talks about signals from the bond market globally after the House passed its tax bill.

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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 Russell Brownback & Leslie Palti-Guzman.

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- Greg Peters, Co-CIO at PGIM Fixed Income
- Scott Chronert, Head: US Equities at Citi
- Nela Richardson, Chief Economist at ADP
- Nisha Patel, Portfolio Manager: Fixed Income at Parametric

Greg Peters, Co-CIO at PGIM Fixed Income, joins to discuss yesterday's Treasury Auction and warning signs coming from the bond market. Scott Chronert, Head: US Equities at Citi, discusses his S&P 500 target for 2025 and headwinds equities face amid tariff and tax uncertainty. Nisha Patel, Portfolio Manager: Fixed Income at Parametric, discusses tax loss harvesting amid the House passing its tax bill and portfolio management in an uncertain economic environment. Nela Richardson, Chief Economist at ADP, reacts to US jobless claims.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 22nd, 2025
Featuring:
1) Stephanie Roth, Chief Economist at Wolfe Research, joins to discuss upside surprises in tariffs and inflation and how the reconciliation bill could lift 10-year yields. US bonds and stocks steadied after a volatile day, with investors focusing on talks over President Donald Trump's tax and spending bill and private-sector data offering insight on the economy.
2) Russ Brownback, Head of Global Macro Positioning for Fixed Income at BlackRock, joins for an extended discussion on Treasury Yield warnings and what yesterday's lackluster auction means for markets. The worry in debt markets is that the tax bill would add trillions of dollars to an already bulging deficit at a time when investors’ appetite is US assets is waning.
3) Terry Haines, founder at Pangaea Policy, reacts to the tax bill vote. House Republican leaders released a revised version of President Trump's tax and spending bill, which includes a higher limit on the deduction for state and local taxes and other changes to win over GOP factions.
4) Mark Douglas, CEO at MNTN, talks about going public today and raising funds at the top of the marketed range. Ryan Reynolds’ Ad Firm MNTN, Holders Raise $187 Million in IPO as the company has a market value of about $1.24 billion and a fully diluted value of about $1.6 billion, with Founder and CEO Mark Douglas set to have 26% of the voting power after the offering.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on anxiety-inducing wearables and a WSJ story on negotiating a best and final job offer.

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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 Marta Norton & Brian Belski.

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

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- Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen
- Terry Haines, founder at Pangaea Policy
- Bill Dudley, former president of the Federal Reserve Bank of New York
- Aasem Khalil, Investment Banking Client Service Head at Goldman Sachs

Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen, joins for a discussion on markets and outlook for softening US economic growth. Terry Haines, founder at Pangaea Policy, joins the program to discuss tax bill negotiations. Bill Dudley, former president of the Federal Reserve Bank of New York, joins to talk about his Bloomberg Opinion column on the Fed preparing for the unexpected. Aasem Khalil, Investment Banking Client Service Head at Goldman Sachs, joins our Lisa Abramowicz for a conversation about the US economy and deal and business environment.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 21st, 2025
Featuring:
1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how China-US tariff news supports stocks and why we could continue to see shocks this year. Investors are becoming cautious due to the economic outlook and policy uncertainty, with fractious US budget negotiations also a concern.
2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, talks about why he expects more gains for stocks and remains bullish on the S&P. Wall Street was heading for a lower open as momentum from the US stocks rally continues to fizzle out, with S&P 500 futures sliding 0.5% after a recent rally.
3) Stephen Roach, Senior Fellow, Paul Tsai China Center at Yale Law School, on the playbook of US and China in trade negotiations and why a persistent uncertainty shock will likely freeze business decision making. China's Commerce Ministry threatens legal action against anyone enforcing US restrictions on Huawei chips, escalating the tech dispute. Despite the tensions, Chinese officials express their wish to improve relations,
4) Marta Norton, Chief Investment Strategist at Empower, on the defiant US economy and whether a new tax package could be a long-term positive for markets. Traders are betting that long-term Treasury yields will surge due to concerns over the US government's debt and deficits, fueled by President Donald Trump's tax-cut bill.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on downtown becoming the new uptown when it comes to real estate for New York's wealthiest, and Washington Post's story on how some of the NFL's top players could be headed to the Olympics.

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