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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 9th, 2025
Featuring:
1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data.
2) Nancy Tengler, CEO at CIO at Laffer Tengler Investments, offers her stock picks and talks about how she's allocating amid labor and policy uncertainty. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday. Traders will follow how the market absorbs the auctions of 3-, 10-, and 30-year Treasuries.
3) Colin Hunt, CEO of Allied Irish Bank (AIB), talks about multinational customer activity, staying competitive in Europe and in Ireland amid US tariffs, and Irish infrastructure deficits.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Washington Post's report on test scores sliding and the Boston Globe story on the "RushTok" sorority craze
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