Single Best Idea with Tom Keene: Frances Donald & Robert Kaplan
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frances Donald & Robert Kaplan. 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: September 18th, 2025
- Gargi Chaudhuri, Chief Investment Strategist at BlackRock- Esther George, Former President at the Federal Reserve Bank of Kansas City- Dan Ives, Global Head: Technology at Wedbush Securities- Nela Richardson, Chief Economist at ADP Gargi Chaudhuri, Chief Investment Strategist at BlackRock, discusses the outlook for the equity rally as well as market risks after yesterday's Fed rate cut. Esther George, Former President at the Federal Reserve Bank of Kansas City, talks about how the Fed is managing its dual mandate. Nela Richardson, Chief Economist at ADP, reacts to Thursday jobless claims and discusses the health of the labor market. Dan Ives, Global Head: Technology at Wedbush Securities, discusses the Nvidia-Intel investment.See omnystudio.com/listener for privacy information.
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Breaking Down the Fed's Interest Rate Cut
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 18th, 2025Featuring:1) Frances Donald, Chief Economist at RBC, joins for an extended discussion on the US labor market, inflation, and the Fed balancing its dual mandate. Fed Chair Jay Powell rallied a deeply divided committee of policymakers behind an interest rate-cut, the first cut of the year, after a significant slowdown in job growth.2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, joins to talk about the 10-year yield's path below 4% and outlook for Treasury gains. Jay Powell conceded the Fed's job would get more difficult, as policymakers face difficult trade-offs in considering whether to keep cutting rates, with some officials concerned about inflation and others about the labor market.3) Robert Kaplan, Vice Chairman at Goldman Sachs, talks about the Fed's decision to cut interest rates and whether the US economy is in, or could enter, a recession.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on AI agents and a Bloomberg report on Gen Z and FICO scores.See omnystudio.com/listener for privacy information.
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Instant Reaction: Jay Powell on the Fed Decision
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. Chair Jerome Powell pointed to growing signs of weakness in the labor market to explain why officials decided it was time to cut rates after holding them steady since December amid concerns over tariff-driven inflation. “Labor demand has softened, and the recent pace of job creation appears to be running below the break-even rate needed to hold the unemployment rate constant,” Powell told reporters in his post-meeting press conference. He added, “I can no longer say” the labor market is “very solid.” See omnystudio.com/listener for privacy information.
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Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.
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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