Single Best Idea with Tom Keene: Bob Michele & Brad Bechtel
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Michele & Brad Bechtel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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3:24
Bloomberg Surveillance TV: July 1st, 2025
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Henrietta Treyz, co-founder at Veda Partners- Blerina Uruci, Chief US Economist at T. Rowe Price- Collin Martin, Fixed Income Strategist at Charles Schwab Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to discuss the sustainability of the equity rally and his S&P 500 target. Henrietta Treyz, co-founder at Veda Partners, talks about the latest on tax bill deliberations in the Senate and whether the bill will be passed by July 4th. Blerina Uruci, Chief US Economist at T. Rowe Price, reacts to recent eco data and offers her outlook for the US economy. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses warning signs about the US economy from the bond market.See omnystudio.com/listener for privacy information.
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35:59
Traders Watch for Weakening Signs amid Market Highs
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 1st, 2025Featuring:1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the outlook for yields and why there could be more bond investment in 2025. The 10-year Treasury yield declined four basis points to 4.19% in the early morning as investors increased wagers on the scale of potential Federal Reserve interest rate cuts this year.2) Cam Dawson, CIO at NewEdge Wealth, talks about equity all-time highs and raising the pain trade. US equity futures retreated slightly after the S&P 500 notched its best quarter since 2023, as investors monitor progress on trade talks and wrangling in Washington over President Trump’s tax bill.3) George Goncalves, Head: US Macro Strategy MUFG Securities, Americas, talks about the outlook for US economic growth should the tax bill pass and his economic projections for 2025 as the labor market shows signs of weakening. Investors are also watching for a slew of economic data, including PMI readings and the US job openings report, ahead of Thursday’s nonfarm payrolls, and a discussion on monetary policy at the European Central Bank’s annual retreat.4) Michael Lasser, Equity Research Analyst: Consumer Hardline Staples at UBS, explores the potential ramifications of the bill on an aggregate consumer spending level, as well as the potential impacts for each consumer subsector and individual stocks. US consumer spending declined 0.3% in May, the most since the start of the year, indicating uncertainty around the Trump administration's economic policies is weighing on growth.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a story from The Athletic on ESPN and MLB resuming broadcasting rights talks and a WSJ story on why the July 4th BBG may get more expensive.See omnystudio.com/listener for privacy information.
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35:36
Single Best Idea with Tom Keene: Liz Ann Sonders & Heather Boushey
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Liz Ann Sonders & Heather Boushey. 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: June 30, 2025
- Esther George, former President of the Federal Reserve Bank of Kansas City- Terry Haines, founder at Pangaea Policy- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld- Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management Esther George, former President of the Federal Reserve Bank of Kansas City, joins to offer her outlook for the economy and this week's critical jobs report. Terry Haines, founder at Pangaea Policy, talks about Senate deliberations over the tax bill and the latest priorities for the Trump administration. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about tariff negotiations amid the looming July 9 deadline. Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management, talks about whether bonds could rally in the second half of the year.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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