Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Priya Misra & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Mohamed El-Erian, President at Queens' College, Cambridge- Stephanie Roth, Chief US Economist at Wolfe Research- Kathy Jones, Chief Fixed Income Investment Strategist at Charles Schwab- Elsa Lignos, Global Head: FX Strategy at RBC- Frances Donald, Chief Economist at RBC We get reaction to Friday's critical February jobs report with Mohamed El-Erian of Queens' College Cambridge and Bloomberg Opinion, Stephanie Roth of Wolfe Research, and Charles Schwab's Kathy Jones. Elsa Lignos of RBC joins for a look at currency moves after a week of US tariff uncertainty. Frances Donald, Chief Economist at RBC, discusses concern over slowing US growth and the potential for more inflation.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 7th, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, offer their reaction to the February US Jobs Report. Concerns over US growth, rising inflation, and uncertain tariff policy from the Trump administration have made this month's jobs report a critical data point for traders. All of the uncertainty has put the S&P 500 on track for its worst drop since September.2) Gina Martin Adams, Chief US Equity Strategist with Bloomberg Intelligence, discusses the equity reaction to the February jobs figures. The rapid tariff rollout has been driven by Trump administration and President Donald Trump himself has led to market volatility, with US equities taking a beating and consumer confidence eroding, posing political risks for the president and increasing overall market risks.3) Anna Wong, Chief US economist at Bloomberg Economics, on her lower-than-consensus jobs call and why the labor market might be weakening or strengthening. Today's report offers clues on whether the Trump administration-led trade war and government job cuts are hitting jobs and making a case for the Federal Reserve to resume interest-rate cuts.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including the US scouring the globe for egg supplies, NCAA March Madness, and Meghan Markle's one pot pasta technique.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katharine Neiss & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Jane Foley, Head of FX Strategy at RaboBank- Max Kettner, Chief Multi-Asset Strategist at HSBC- Jason Furman, Professor at Harvard University- Constance Hunter, Chief Economist at EIU Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his view on President Trump's tariff strategy and whether or not it's anti-growth. Constance Hunter, Chief Economist at EIU, discusses the impact of tariffs on the US economy and looks ahead to tomorrow's jobs report.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 6th, 2025Featuring:1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, on why he remains constructive on the economy and investment environment despite so much policy uncertainty in DC. Markets are focused on the global bond rout and economic fallout from the brewing Trump-led trade war, with bond investors waiting for the European Central Bank's meeting and interest rate decision.2) Katharine Neiss, Chief European Economist, PGIM Fixed Income, reacts to the ECB decision and talks German spending and the global bond selloff. The rout in German bonds affected global debt markets, with yields surging in Japan, Australia, New Zealand, Italy, and the UK. German bond declines were triggered by the nation's plans for defense and infrastructure investments.3) Monica Defend, Head of Amundi Investment Institute, offers her take on German spending and talks about how tariffs could reshape investing in Europe. European leaders are moving swiftly to mobilize additional defense funds to counter the threat of aggression from Moscow as US support for Ukraine remains highly uncertain.4) Henrietta Treyz, co-founder at Veda Partners, discusses the Federal budget, tariffs, DOGE, and the 3/14 government funding deadline. House Democrats have signaled they’re wary of voting for a “clean” stopgap bill, given the Trump administration’s blockage of federal funding.5) Lisa Mateo joins for a look at newspaper headlines making news around the US. She talks about how the 401K has become Americans rainy day fund, the Rock becoming Hollywood's highest paid actor again, and parents in tech telling their kids to pursue the arts instead.See omnystudio.com/listener for privacy information.

Explore the intricate relationship between tariffs and economic growth, with insights from industry experts highlighting their impact on inflation and investment strategies. Dive into the political landscape as proposed budget cuts to Medicaid are examined, shedding light on their repercussions for low-income voters. The discussion also critiques the narrative of fiscal responsibility among political leaders, serving up a thought-provoking perspective on current events and economic policies.

Howard Lutnick, the 41st U.S. Secretary of Commerce, shares his insights on trade negotiations affecting the U.S., Mexico, and Canada. He discusses the complexities of balancing tariff policies with urgent public health challenges like fentanyl trafficking. The conversation also touches on the potential economic impacts of these trade policies, including shifts in the bond market and implications for the U.S. dollar. Lutnick emphasizes the need for strategic planning amid evolving global economic dynamics.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 5th, 2025Featuring:1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on bonds and fixed income, and warning signals following the implementation of President Trump's tariffs. The dollar fell to a three-month low due to concerns about the negative impact of US tariffs on the economy, with losses particularly stark against the euro. The dollar's downward trend is fueled by concerns that a global trade war - prompted by Trump's tariffs - will weigh on economic growth.2) Terry Haines, founder at Pangaea Policy, reacts to President Trump's address to Congress and how it could ripple through markets. President Trump defended his tariff plan, saying it would raise "trillions and trillions" in revenue and rebalance trading relationships, despite acknowledging potential economic pain.3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins for an extended discussion on whether it's time to stay in the market or rotate out of equities. Recent eco data showed that manufacturers are struggling with price pressures and uncertainty regarding tariffs and signaled a potential for a slowdown in US growth.4) Regina Mayor, Global Head of Clients & Markets at KPMG, joins to talk about the potential for rising energy prices in the US and abroad and whether they could be lowered from the Trump administration's energy policies. President Trump's tariffs on imported goods from top trading partners are likely to increase the cost of home heat pumps, battery storage systems, and electric cars in the US.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Abby Joseph Cohen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.