Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney                                          September 3rd, 2025
Featuring:
1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&P target as he remains bullish on equities. Stocks in the premarket rebounded modestly as traders tracked the selloff in long-dated bonds, fueled by anxiety over inflation and mounting government debt.
2) Wei Li, Global Chief Investment Strategist at BlackRock, talks about the global bond selloff and upward pressure on yields. Treasuries this morning fell, lifting US 30-year borrowing costs to within a whisker of touching 5% for the first time since July, as a global selloff of government bonds deepened. The yield climbed as much as four basis points to 4.999%, mirroring similar moves in the UK and Japan.
3) Johanna Chua, Head of Emerging Market Economics, and Chief Asia Economist at Citi, discusses the global bond selloff and yields rising in Japan, as well as the outlook for Chinese growth. Meanwhile, Chinese President Xi Jinping showcased the nation's growing firepower and diplomatic influence at a military parade alongside international allies, including Russia's Vladimir Putin and North Korea's Kim Jong Un.
4) Libby Cantrill, Head: Public Policy at PIMCO, discusses the possible government shutdown, Stephen Miran Fed nomination and Lisa Cook latest, as well as President Trump's tariff court battle.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; September 3rd, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&amp;P target as he remains bullish on equities. Stocks in the premarket rebounded modestly as traders tracked the selloff in long-dated bonds, fueled by anxiety over inflation and mounting government debt. 2) Wei Li, Global Chief Investment Strategist at BlackRock, talks about the global bond selloff and upward pressure on yields. Treasuries this morning fell, lifting US 30-year borrowing costs to within a whisker of touching 5% for the first time since July, as a global selloff of government bonds deepened. The yield climbed as much as four basis points to 4.999%, mirroring similar moves in the UK and Japan. 3) Johanna Chua, Head of Emerging Market Economics, and Chief Asia Economist at Citi, discusses the global bond selloff and yields rising in Japan, as well as the outlook for Chinese growth. Meanwhile, Chinese President Xi Jinping showcased the nation's growing firepower and diplomatic influence at a military parade alongside international allies, including Russia's Vladimir Putin and North Korea's Kim Jong Un. 4) Libby Cantrill, Head: Public Policy at PIMCO, discusses the possible government shutdown, Stephen Miran Fed nomination and Lisa Cook latest, as well as President Trump's tariff court battle.

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. 

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: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Global Bond Selloff

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4150e4f7-c245-4956-971b-b34d00e1d9b0/transcript

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