Bloomberg Surveillance

Bloomberg
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66 snips
May 7, 2025 • 40min

Tariff Uncertainty Ahead of Fed Meeting

Mike Green, Chief Strategist at Simplify Asset Management, shares insights on the current equity landscape and challenges of passive investing. He discusses how the obsession with inflation might be overstated and delves into the implications of imminent US-China trade talks on market dynamics. The conversation highlights the complexities surrounding future Federal Reserve policies and the critical approaches investors should adopt in light of economic uncertainty. Green emphasizes the need for strategic asset allocation amid an ever-shifting financial backdrop.
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May 6, 2025 • 5min

Single Best Idea with Tom Keene: Torsten Slok & Jeffrey Rosenberg

Dive into the complexities of the Federal Reserve's upcoming meeting and its battle with inflation and employment. Hear experts discuss the tense dynamics of stagflation and the dilemmas surrounding rate cuts. Feel the Wall Street buzz as it returns, while also appreciating the importance of community engagement and local events. Discover how tools like Canva are reshaping presentations and supporting small businesses in this economically turbulent time.
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13 snips
May 6, 2025 • 33min

Bloomberg Surveillance TV: May 6, 2025

In this discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, shares her insights on equity market trends and the potential impact of trade policies on investors. Jonathan Pingle, Chief US Economist at UBS, dives into the intricacies of the US economy, inflation, and how the Federal Reserve's policies may shift in response to economic pressures. They uncover the challenges of forecasting in a volatile market and emphasize the importance of clear tariff strategies in navigating the financial landscape.
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22 snips
May 6, 2025 • 49min

Tariff Uncertainty Ahead of the Fed Meeting

Torsten Slok, Chief Economist at Apollo, shares his insights on tariff uncertainties and their implications for the U.S. economy, warning of a potential recession in 2025. Jeffrey Rosenberg from BlackRock discusses the shifting investment landscape and expectations around Fed interest rate decisions. Meanwhile, NYC Mayoral Candidate Zohran Mamdani addresses housing affordability and community safety in his candidacy, emphasizing a balanced political identity to tackle city challenges.
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6 snips
May 5, 2025 • 4min

Single Best Idea with Tom Keene: Ian Lyngen & Robert Schiffman

Discover insights into the current financial market's unusual movements, including the strength of the Taiwan dollar and the outlook for American retail. Delve into the complexities of the Federal Reserve's interest rate strategies amid trade tensions. The conversation also highlights Apple's recent debt offerings and their impact on share repurchases and dividends. Tune in for expert analysis on navigating economic uncertainties and what lies ahead for the market.
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May 5, 2025 • 25min

Bloomberg Surveillance TV: May 5, 2025

Discussions dive into the Federal Reserve's upcoming decisions and their impact on interest rates amidst trade tensions. Experts analyze recent fluctuations in market confidence and the future of equity rallies. The conversation highlights the complexities of U.S.-China trade negotiations and the role of technology, including AI, in transforming trading and business practices. Caution prevails as economic data suggests potential recessionary challenges, prompting companies to reconsider strategies in a shifting consumer-driven landscape.
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10 snips
May 5, 2025 • 32min

The Fed Decides amid Consumer Uncertainty

Dana Telsey, Chief Research Officer at Telsey Advisory Group, shares valuable insights into today's consumer landscape. She discusses how rising tariffs and inflation are contributing to a historic drop in consumer sentiment. Telsey highlights the pressing challenges retailers face in adapting to these economic pressures. The conversation also touches on how brands like Steve Madden and Birkenstock are strategizing amidst these uncertainties. Tune in for a fascinating look at the intersection of consumer behavior and economic policy!
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May 2, 2025 • 6min

Single Best Idea with Tom Keene: Claudia Sahm & Adam Posen

Delve into the optimistic trends in the job market as experts analyze its impact on the economy and stock market. Uncover the ramifications of aggressive economic strategies like tariffs on U.S.-China relations. The discussion also highlights the essential role of research institutions in maintaining global competitiveness, with a caution against compromising education vital for innovation. It's a captivating look at how current policies could shape the future.
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May 2, 2025 • 31min

Bloomberg Surveillance TV: May 2, 2025

Stephen Miran, Chairman of the White House Council of Economic Advisers, sheds light on the administration's response to the April jobs report, discussing critical economic policies. Jeffrey Rosenberg, a Portfolio Manager at BlackRock, delves into market reactions and economic shocks. Together, they explore the impact of tariff discussions with China on various sectors, the Federal Reserve's interest rate strategies, and ongoing labor market trends. The conversation provides a captivating look at the intersection of politics and economics amidst a dynamic financial landscape.
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11 snips
May 2, 2025 • 44min

Analysis of the April Jobs Report

Gene Seroka, CEO of the Port of LA, discusses how tariffs are affecting port traffic and the looming dangers for the U.S. economy. He predicts a potential 10% drop in cargo volume, highlighting the uncertainty in trade. Meanwhile, Adam Posen, President of the Peterson Institute for International Economics, shares insights from his article on the pitfalls of trade wars. Both guests dissect the interlinked fates of U.S. and Chinese markets and the ramifications of tariffs on employment and economic growth.

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