Bloomberg Surveillance Single Best Idea with Tom Keene: Libby Cantrill & Jeff deGraaf
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Aug 26, 2025 Dive into the constant trading opportunities of S&P 500 and NASDAQ 100 futures and how they outpace ETFs after hours. Explore how current political movements are reshaping economic forecasts, with bold predictions for major stock indices. Discover the effects of bond normalization on equity markets, emphasizing the crucial yield curves. Plus, learn about financial suppression and its potential benefits for future free markets.
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Futures Offer Near 24-Hour Liquidity
- Jeff deGraaf reminds listeners that CME S&P 500 and NASDAQ futures trade nearly 24 hours with strong liquidity.
- He contrasts that with thinner ETF liquidity after 4 p.m., highlighting ongoing trading opportunities.
Confirmation Strategy Can Backfire
- Libby Cantrill argues the president's actions may backfire by making confirmations harder and not moving yields as intended.
- She explains Senate rules and how a 53-47 split still leaves little room for partisan nominees to pass.
Chart Of The Year And A Bold Forecast
- Tom Keene shares Ed Giardini's provocative forecast about the S&P and uses interns to check the math on index targets.
- He frames large decade-long upside projections while Jeff deGraaf tempers them with likely consolidations.