Bloomberg Surveillance

Bloomberg
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Aug 8, 2025 • 3min

Single Best Idea with Tom Keene: James Steel & Dan Tannebaum

Discover how industrial AI is revolutionizing business operations, with Siemens Accelerator leading the charge. Tune in for eye-opening insights into unexpected market shifts in precious metals, especially gold, amidst geopolitical tensions. The conversation also reveals the intricate dance of U.S. sanctions and their impact on international relations, particularly concerning India and its oil dealings. This engaging discussion weaves together technology, finance, and global politics.
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4 snips
Aug 8, 2025 • 28min

Bloomberg Surveillance TV: August 8th, 2025

Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, shares her bullish outlook on the equity market, including her ambitious S&P 500 target. Collin Martin, Fixed Income Strategist at Charles Schwab, analyzes how the bond market is reacting to the latest economic data. They dive into market sentiment, discussing potential catalysts for recovery, the impact of interest rates on small-cap vs. large-cap stocks, and the broader implications of governmental policies on investment strategies.
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Aug 8, 2025 • 33min

Geopolitical and Tariff Variables Impacting markets

Discover the economic implications of rising interest rates as market experts analyze the fluctuating yields of government bonds. Dive into discussions around tariffs and their influence on the bond market, shedding light on potential Federal Reserve actions. Explore how international relations, particularly the Ukraine conflict, are shaping U.S. economic strategies. Plus, delve into the evolving landscape of liquidity in financial markets, where geopolitical tensions and technological advancements are driving new investment narratives.
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Aug 7, 2025 • 4min

Single Best Idea with Tom Keene: Anna Wong & Kathy Bostjancic

Dive into the latest economic insights as payroll revisions reveal intriguing trends in employment. Discover how these changes might influence future interest rates and what this means for the labor market. The discussion navigates the delicate balance between labor demand and supply, shedding light on the evolving economic landscape. Tune in for a compelling analysis that offers a fresh perspective on crucial financial developments.
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Aug 7, 2025 • 26min

Bloomberg Surveillance TV: August 7th, 2025

Kate Moore, CIO of Citi Wealth, shares her expertise on navigating asset allocation and the bullish outlook for equities despite lingering policy uncertainties. Mark Hoplamazian, CEO of Hyatt, provides insights into the travel industry's resilience and the effects of tariffs on consumer behavior. They discuss how consumer confidence is evolving in the face of economic challenges, and explore the balancing act the Federal Reserve faces with interest rate decisions. Together, they paint a picture of a changing economic landscape filled with both challenges and opportunities.
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8 snips
Aug 7, 2025 • 37min

Markets React to Tariffs and Labor Concerns

In this discussion, John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., shares his bullish outlook on the S&P, despite lingering policy uncertainties. He elaborates on how tariff rates could impact global markets and the labor market, hinting at a delicate balance between optimism and caution. The conversation reveals how rising interest rate cut speculation is influencing investor sentiment. Additionally, Stoltzfus explores the evolving strategies of investors as they navigate economic pressures while eyeing the resilience within the S&P 500.
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Aug 6, 2025 • 5min

Single Best Idea with Tom Keene: Mike Wilson & Darrell Cronk

Delve into current financial market dynamics and the latest investment strategies. Hear insights on the optimistic outlook for equities amid Federal Reserve interest rate cuts. Explore the upcoming earnings season with cautious optimism, contrasting small cap performance against more stable investments. Gain expert perspectives on the evolving bond landscape, emphasizing total returns and the impact of industrial AI solutions. It's a fascinating blend of economics, finance, and global trends.
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4 snips
Aug 6, 2025 • 28min

Bloomberg Surveillance TV: August 6th, 2025

Stephen Auth, CIO of Equity at Federated Hermes, shares valuable insights into market volatility and economic data as he outlines his optimistic outlook for 2025. He discusses the impact of tariffs on the U.S. economy and the significance of mixed economic indicators. Meanwhile, Anastasia Amoroso highlights opportunities in private investments, while Frank Lee examines trends in the tech sector, focusing on growth among companies like Nvidia and AMD. Richard Greenfield delves into Disney's stock challenges and the need for strategic transformations in the entertainment landscape.
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12 snips
Aug 6, 2025 • 47min

Market Volatility in 2025

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares insights on the equity rally and volatility expectations for 2025. Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the potential of private investments and their market approach, referencing changes in pricing transparency. Steve Auth, CIO of Federated Hermes, examines the soft-hard data gap and its implications for the equity outlook. Together, they unpack strategies for navigating uncertainty while revealing intriguing predictions about market dynamics and equity performance.
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Aug 5, 2025 • 4min

Single Best Idea with Tom Keene: Paul Donovan & Erica Groshen

Dive into pivotal business trends and how technology is reshaping industries. Explore the bond market's fluctuations, especially the drop in the 10-year real yield, and its implications for economic growth. Discover the traits needed in the next BLS commissioner and the significance of integrity and expertise. Plus, hear about creative promotional strategies aimed at supporting small businesses amidst changing political landscapes.

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