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

In this episode, we feature conversations with Paul Donovan & Erica Groshen

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• Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management
• Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance
• Amanda Lynam, Head of Macro Credit Research, BlackRock

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 5th, 2025
Featuring:
1) Andrew Cuomo, NYC Mayoral candidate and former NY Governor, on the state of the race and how New York City is a national story.
2) Erica Groshen, former Commissioner of the Bureau of Labor Statistics and currently a Senior Advisor at Cornell, on President Trump firing a BLS chief after weak jobs data.
3) Henrietta Treyz, co-founder at Veda Partners, on President Trump's tariff push
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including how AI is listening to your meetings and how NYC's iconic Flatiorn Building will get bathed in lights for the first time in 123 years

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- Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research
- Michelle Meyer, Chief Economist at the Mastercard Economics Institute
- Lynn Martin, President at NYSE
- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President

Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, discusses the outlook for the equity rally after President Trump's tariff deadline and his firing of the head of the Bureau of Labor Statistics. Michelle Meyer, Chief Economist at the Mastercard Economics Institute, talks about the outlook for the US consumer, consumer spending, and the US economy. Lynn Martin, President at NYSE, discusses the outlook for IPOs, regulation, and crypto products. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his Opinion column on how the Fed is currently under siege and why he believes it will come out OK.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 31st, 2025
Featuring:
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, offers her S&P target and talks about risks to the market and whether US government data can be trusted. Stocks clawed back some of last week’s steep losses as equity investors pinned their hopes on the Federal Reserve to ride to the rescue with interest-rate cuts following Friday’s dismal US jobs data.
2) Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, on how the bond market could punish President Trump for firing the BLS chief, or whether the warnings will go unheeded and the market will continue to rally. Treasuries pared last week’s gains, with yields on the 10-year climbing three basis points to 4.25%. The US 10-year yield had dropped 16 basis points Friday, while policy-sensitive two-year yields fell 28 basis points.
3) Kara Murphy, CIO at Kestra Investment Management, brings us into the market open and talk about asset allocation and the equity outlook. Friday’s tumble on Wall Street — sparked by rising US unemployment and slower job creation — boosted bets on a Fed rate cut to support the economy. Traders rushed into Treasuries despite worries about the inflationary effect of President Trump’s tariffs, which have kept policy makers in hawkish mode.
4) Sevasti Balafas, CEO at GoalVest Advisory, discusses the true risks to the market following a big week of eco moves last week and how clients are positioning.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on graduate school and the New York Times' story on Curtis Sliwa's appearance as he runs for NYC mayor.

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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 Roth & Michael Darda.

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

See omnystudio.com/listener for privacy information.

- Jamieson Greer, US Trade Representative at Office of the US Trade Representative
- Stephanie Roth, Chief Economist at Wolfe Research
- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock
- Tom Forte, Senior Consumer Internet Analyst at Maxim Group
- Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income

Jamieson Greer, US Trade Representative at Office of the US Trade Representative, joins Bloomberg Television for a discussion on tariff policy and US trade as the Trump administration reaches its August 1 deadline on tariffs. Stephanie Roth, Chief Economist at Wolfe Research and Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, and Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income react to the July jobs report. Tom Forte, Senior Consumer Internet Analyst at Maxim Group, reacts to Apple earnings as Big Tech earnings wrap up.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 30th, 2025
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, Michael Darda, Chief Economist at Roth Capital, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the July jobs report.
2) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, offers his latest analysis of US tariffs. The average US tariff will rise to 15.2% if rates are implemented as announced, according to Bloomberg Economics, up from 13.3% earlier — and significantly higher than the 2.3% in 2024 before Trump took office.
3) Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, wraps Amazon and Apple earnings. Amazon dropped in premarket trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, while Apple gained after a beat.
4) Sebastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price, joins to discuss staying in the market and asset allocation. Global stocks extended a selloff in early trading as President Trump’s sweeping import tariffs fueled concerns about the outlook for economic growth.
5) Anna Wong, Chief US Economist at Bloomberg Economics, brings us into the market open and discusses her outlook for labor and the impact of US tariffs.

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