Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 13th, 2025
Featuring:
1) Jens Nordvig, founder & CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar. 
2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss recent eco data and why September may mark the beginning of a Fed easing cycle. Equity markets are swept up in a risk-on rally as a modest rise in US goods prices has tempered fears over the impact of tariffs, bolstering bets that the Fed will resume rate cuts.
3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins to discuss his S&P target and why he remains extra bullish in the second half of 2025. A rally in global stocks persisted as expectations for Federal Reserve interest rate cuts stoked risk-on sentiment and drove bond yields lower.
4) Stephanie Baker, Senior Writer with Bloomberg News, previews the Trump-Putin Summit. Vladimir Putin is heading to a summit with President Trump confident that Russia is in a dominant position on the battlefield as his military advances in Ukraine. Putin has repeatedly rejected calls for a ceasefire and is likely to seek major territorial concessions in return for one, according to the article.
5) Brent Schutte, Chief Investment Officer at Northwestern Mutual, brings us into the market open and talks about a potential equity boon from rate cuts.

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 SweeneyAugust 13th, 2025 Featuring: 1) Jens Nordvig, founder &amp; CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar. 2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss recent eco data and why September may mark the beginning of a Fed easing cycle. Equity markets are swept up in a risk-on rally as a modest rise in US goods prices has tempered fears over the impact of tariffs, bolstering bets that the Fed will resume rate cuts. 3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins to discuss his S&amp;P target and why he remains extra bullish in the second half of 2025. A rally in global stocks persisted as expectations for Federal Reserve interest rate cuts stoked risk-on sentiment and drove bond yields lower. 4) Stephanie Baker, Senior Writer with Bloomberg News, previews the Trump-Putin Summit. Vladimir Putin is heading to a summit with President Trump confident that Russia is in a dominant position on the battlefield as his military advances in Ukraine. Putin has repeatedly rejected calls for a ceasefire and is likely to seek major territorial concessions in return for one, according to the article. 5) Brent Schutte, Chief Investment Officer at Northwestern Mutual, brings us into the market open and talks about a potential equity boon from rate cuts.

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

Market Optimism and Trump-Putin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/311f83e0-6e24-48e7-bc24-b33800efc4be/transcript

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