Single Best Idea with Tom Keene: Barry Eichengreen & Emily Roland
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Eichengreen & Emily Roland. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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4:40
Bloomberg Surveillance TV: May 23, 2025
- Jim Bianco, president and founder at Bianco Research- Nadia Lovell, Senior Strategist: US Equity at UBS- Dana Telsey, CEO at Telsey Advisory Group- Russell Brownback, Head: Global Macro Positioning at BlackRock Jim Bianco, president and founder at Bianco Research and Nadia Lovell, Senior Strategist: US Equity at UBS, join to offer their outlook on US equities and whether it could sustain its post-Liberation Day rebound. Dana Telsey, CEO at Telsey Advisory Group, discusses consumer health and the outlook for luxury goods in the US and globally. Russell Brownback, Head: Global Macro Positioning at BlackRock, talks about signals from the bond market globally after the House passed its tax bill.See omnystudio.com/listener for privacy information.
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26:33
Single Best Idea with Tom Keene: Russell Brownback & Leslie Palti-Guzman
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Russell Brownback & Leslie Palti-Guzman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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4:30
Bloomberg Surveillance TV: May 22, 2025
- Greg Peters, Co-CIO at PGIM Fixed Income- Scott Chronert, Head: US Equities at Citi- Nela Richardson, Chief Economist at ADP- Nisha Patel, Portfolio Manager: Fixed Income at ParametricGreg Peters, Co-CIO at PGIM Fixed Income, joins to discuss yesterday's Treasury Auction and warning signs coming from the bond market. Scott Chronert, Head: US Equities at Citi, discusses his S&P 500 target for 2025 and headwinds equities face amid tariff and tax uncertainty. Nisha Patel, Portfolio Manager: Fixed Income at Parametric, discusses tax loss harvesting amid the House passing its tax bill and portfolio management in an uncertain economic environment. Nela Richardson, Chief Economist at ADP, reacts to US jobless claims.See omnystudio.com/listener for privacy information.
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27:24
The Tax Bill and Treasury Auction
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 22nd, 2025Featuring:1) Stephanie Roth, Chief Economist at Wolfe Research, joins to discuss upside surprises in tariffs and inflation and how the reconciliation bill could lift 10-year yields. US bonds and stocks steadied after a volatile day, with investors focusing on talks over President Donald Trump's tax and spending bill and private-sector data offering insight on the economy.2) Russ Brownback, Head of Global Macro Positioning for Fixed Income at BlackRock, joins for an extended discussion on Treasury Yield warnings and what yesterday's lackluster auction means for markets. The worry in debt markets is that the tax bill would add trillions of dollars to an already bulging deficit at a time when investors’ appetite is US assets is waning.3) Terry Haines, founder at Pangaea Policy, reacts to the tax bill vote. House Republican leaders released a revised version of President Trump's tax and spending bill, which includes a higher limit on the deduction for state and local taxes and other changes to win over GOP factions.4) Mark Douglas, CEO at MNTN, talks about going public today and raising funds at the top of the marketed range. Ryan Reynolds’ Ad Firm MNTN, Holders Raise $187 Million in IPO as the company has a market value of about $1.24 billion and a fully diluted value of about $1.6 billion, with Founder and CEO Mark Douglas set to have 26% of the voting power after the offering.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on anxiety-inducing wearables and a WSJ story on negotiating a best and final job offer.See 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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