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

In this episode, we feature conversations with Robert Kaplan & Mark Gurman.

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

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- Nadia Lovell, Senior Strategist - US Equity, UBS
- Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School
- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management
- Tiffany Wilding, Economist: North America at PIMCO

Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite inflation. JPMorgan Asset Management's Kelsey Berro talks about signals from the bond market. Tiffany Wildling, PIMCO Economist, discusses recent eco data and offers her outlook on the labor market.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 21st, 2025
Featuring:

• Robert Kaplan, Vice Chairman at Goldman Sachs and former President at Dallas Fed, joins for an extended discussion on inflation, the Fed, and the US economy
• Ellen Wald, Senior Fellow at the Atlantic Council, on energy volatility and prices amid uncertainty in Ukraine and other global conflicts
• Mark Gurman, Chief Correspondent: Apple & Tech with Bloomberg News, joins in studio for a discussion on Apple's new products and a broader look a the tech space, including Nvidia's key earnings next week
• Lisa Mateo on newspapers

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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 Jason Furman & Wendy Schiller.

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

See omnystudio.com/listener for privacy information.

- Scott Bessent, US Treasury Secretary
- Gennadiy Goldberg, Head of US Rates Strategy at TD Securities
- Claudia Sahm, Chief Economist at New Century Advisors

US Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century Advisors, reacts to jobless claims and offers her outlook on the US labor market.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 20th, 2025
Featuring:

• Jason Furman, Professor of the Practice of Economic Policy at Harvard, discusses his Foreign Affairs column on the economic policy shortcomings of the Biden administration
• Libby Cantrill, Managing Director: Public Policy at PIMCO, on how a budget fight in Congress could impact markets as well as President Trump's recent policy proposals
• David Sowerby, Managing Director and PM at Ancora, offers his stock picks and talks about the sustainability of the equity rally
• Wendy Schiller, professor at Brown University, on the slew of political headlines this week and uncertainty surrounding America's Ukraine policy

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- Ed Mills, Managing Washington Policy Analyst at Raymond James
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
- Liz Young Thomas, Head: Investment Strategy at SoFi
- Matthew Luzzetti, Chief US Economist at Deutsche Bank

Ed Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and currency moves amid Trump policy proposals. Liz Young Thomas with SoFi offers her outlook for the equity markets. Deutsche Bank Chief US Economist Matt Luzzetti joins to discuss recent eco data and give his outlook for 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 Stephanie Baker & Edward Morse.

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

See omnystudio.com/listener for privacy information.