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Bloomberg Surveillance

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Bloomberg Surveillance
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  • Single Best Idea with Tom Keene: Geoffrey Yu & Huw van Steenis
    Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu & Huw van Steenis. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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  • Bloomberg Surveillance TV: May 12, 2025
    - Scott Bessent, US Treasury Secretary- Russ Koesterich, Portfolio Manager at BlackRock- Meera Pandit, Global Market Strategist at JPMorgan Investment Management- Seth Carpenter, Chief Global Economist at Morgan StanleyUS Treasury Secretary Scott Bessent joins to discuss the US and China will temporarily lowering tariffs on each other's products and his weekend negotiations. Russ Koesterich, Portfolio Manager at BlackRock, talks about how equities are responding positively to easing tensions between the US and China on trade. Meera Pandit, Global Market Strategist at JPMorgan Investment Management, talks about the global outlook for equities amid US-China trade negotiations. Seth Carpenter, Chief Global Economist at Morgan Stanley, talks about whether an agreement between the US and China on trade lessens the odds of a US recession.See omnystudio.com/listener for privacy information.
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  • Markets Soar on US-China Trade Truce
    Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 12th, 2025Featuring:1) Geoffrey Yu, Senior Strategist: EMEA at BNY, talks about the market reaction to the US-China trade agreement and why the worst-case scenarios for markets are now a thing of the past. Investors rushed back into US assets, powering a 3% surge in S&P 500 futures, after China and the US agreed to cut tariffs and de-escalate their trade war.2) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on the "Sell America" narrative getting squeezed as the US dollar strengthens. The dollar topped a one-month high on the US-China trade talks, while gold fell more than 3% and the 10-year Treasury yield climbed five basis points to 4.42%.3) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on equity relief post-US-China trade talks and whether she expects further choppiness. Every S&P 500 sector has advanced since President Trump's April 9 pause on his harshest tariffs, with gains led by information technology, industrials, and consumer discretionary segments.4) Huw van Steenis, Vice Chair at Oliver Wyman, on how international investors will re-balance their portfolios in reaction to US-China trade talks. Market breadth indicators, such as the 40-Week Technique Indicator and the S&P 500's cumulative advance-decline line, are signaling optimism and strength in the market, with some strategists boosting their allocation to stocks.5) Dan Ives, Global Head: Technology at Wedbush Securities, talks about why the result from Treasury Secretary Bessent's negotiations are the "best case scenario" for tech. Nvidia, Apple, Amazon, and Tesla took off in premarket trading following the announcement on trade.See omnystudio.com/listener for privacy information.
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  • Bloomberg Surveillance TV: May 9, 2025
    - Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House- Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth- Sarah Bianchi, Senior Managing Director at Evercore ISI- Dan Ives, Global Head: Technology at Wedbush Securities Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House, joins for a discussion on the US_UK trade deal and other potential trade agreements. Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth, discusses the outlook for the S&P 500 and equities as the US reaches a trade deal with the UK and continues negotiations with other countries. Sarah Bianchi, Senior Managing Director at Evercore ISI, talks about the latest on US trade policy. Dan Ives, Global Head: Technology at Wedbush Securities, talks Big Tech and how US giants will continue to fare through 2025.See omnystudio.com/listener for privacy information.
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  • Trade Deal Lifts Market Sentiment
    Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 9th, 2025Featuring:1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome of the weekend trade talks between China and the US, as the Trump administration is considering a significant tariff reduction in talks with China to ease economic pain and de-escalate tensions.2) Shana Sissel, founder & CEO of Banrion Capital Management, brings us into the market open and talks about caution and opportunity in AI & tech. It comes as the S&P 500 briefly topped its April 2 high, led by economically-sensitive sectors, while Treasury yields surged as traders pared bets on interest-rate cuts.3) Joanna Gallegos, co-Founder at BondBloxx, talks about why fixed income needs to be a bigger part of investor portfolios, as long as investors are precise in their pickings, and talks about risks being signaled in the bond market. The market could be pricing in de-escalation at this weekend’s US-China talks. If there’s no such positive message, global markets could be hit hard Monday.4) Ankur Daga, CEO and founder at Angara, discusses US/India tariffs implications for the diamond market and how CEOs are strategizing amid tariff uncertainty. It comes as US Secretary Howard Lutnick mentioned a potential future tarde agreement with India, but noted that it will require a lot of work, with around 7,000 lines of tariffs to be changed or modified.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on a Soviet spacecraft falling back to Earth and Bloomberg's report on Costco monthly payment plans.Eric MolloSee omnystudio.com/listener for privacy information.
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About Bloomberg Surveillance

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 
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