Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Geoffrey Yu & Keith Cowing.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Geoffrey Yu &amp; Keith Cowing.
Watch Tom and Paul LIVE every day on YouTube: 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: 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

Single Best Idea with Tom Keene: Geoffrey Yu & Keith Cowing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f477a6a8-9e97-45b2-9358-b18700e9edb0/transcript

- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock
- Stephanie Roth, Chief Economist at Wolfe Research
- Dan Ives, Global Head of Technology at Wedbush Securities
- Ed Mills, Washington Policy Analyst with Raymond James

Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and Stephanie Roth, Chief Economist at Wolfe Research offer their analysis of May nonfarm payrolls data and discuss the outlook for the labor market. Ed Mills, Washington Policy Analyst with Raymond James, discusses President Trump's agenda and his public feud with Elon Musk.

- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Dan Ives, Global Head of Technology at Wedbush Securities - Ed Mills, Washington Policy Analyst with Raymond James Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and Stephanie Roth, Chief Economist at Wolfe Research offer their analysis of May nonfarm payrolls data and discuss the outlook for the labor market. Ed Mills, Washington Policy Analyst with Raymond James, discusses President Trump's agenda and his public feud with Elon Musk.

Bloomberg Surveillance TV: June 6, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/52f0a3cf-1a7b-4a7d-9677-b2f400dca712/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 6th, 2025
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, and Kristina Campmany, Senior Portfolio Manager with Invesco, react to the May nonfarm payrolls report. Data released earlier this week signaled a softening labor market, which reinforced expectations that the Federal Reserve will cut interest rates at least twice this year.
2) Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. After Tesla shares tanked 14% and Musk's personal wealth dropped by $34 billion, Musk signaled a willingness to cool tensions with Trump, responding to a user's advice to "cool off and take a step back for a couple days" with "Good advice."
3) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and discusses how the jobs report is affecting markets. US yields Thursday rebounded from session lows after an unexpected increase in new jobless claims, with traders pricing in an earlier start to Federal Reserve interest-rate cuts.
4) Jennifer Harris, former Special Assistant to the President and Senior Director for International Economics on the National Security Council and the National Economic Council, on her Foreign Affairs article "The Post-Neoliberal Imperative" and the realignment of a "new centrism" in American politics.

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 SweeneyJune 6th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, and Kristina Campmany, Senior Portfolio Manager with Invesco, react to the May nonfarm payrolls report. Data released earlier this week signaled a softening labor market, which reinforced expectations that the Federal Reserve will cut interest rates at least twice this year. 2) Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. After Tesla shares tanked 14% and Musk's personal wealth dropped by $34 billion, Musk signaled a willingness to cool tensions with Trump, responding to a user's advice to "cool off and take a step back for a couple days" with "Good advice." 3) Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, brings us into the market open and discusses how the jobs report is affecting markets. US yields Thursday rebounded from session lows after an unexpected increase in new jobless claims, with traders pricing in an earlier start to Federal Reserve interest-rate cuts. 4) Jennifer Harris, former Special Assistant to the President and Senior Director for International Economics on the National Security Council and the National Economic Council, on her Foreign Affairs article "The Post-Neoliberal Imperative" and the realignment of a "new centrism" in American politics.

Reaction to Jobs Report and the Trump-Musk Feud

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/91621cf2-0a90-4707-9f9d-b2f40101cbd0/transcript

- Mike Johnson, Republican Speaker of the House of Representatives
- Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI
- Jordan Rochester, Head: FICC Strategy at Mizuho
- Krishna Memani, CIO at Lafayette College

Mike Johnson, Republican Speaker of the House of Representatives, joins for a discussion on the House tax bill and how he hopes his party will look to get it passed through the Senate. Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI, joins for a discussion on the outlook for the US economy and the Fed. Jordan Rochester, Head: FICC Strategy at Mizuho, reacts to the ECB decision and discusses dollar strength. Krishna Memani, CIO at Lafayette College, reacts to jobless claims and discusses how the labor market could impact US markets.

- Mike Johnson, Republican Speaker of the House of Representatives - Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI - Jordan Rochester, Head: FICC Strategy at Mizuho - Krishna Memani, CIO at Lafayette College
Mike Johnson, Republican Speaker of the House of Representatives, joins for a discussion on the House tax bill and how he hopes his party will look to get it passed through the Senate. Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI, joins for a discussion on the outlook for the US economy and the Fed. Jordan Rochester, Head: FICC Strategy at Mizuho, reacts to the ECB decision and discusses dollar strength. Krishna Memani, CIO at Lafayette College, reacts to jobless claims and discusses how the labor market could impact US markets.

Bloomberg Surveillance TV: June 5, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4ffef51b-5f87-4097-a3d8-b2f300d998f5/transcript

Single Best Idea with Tom Keene: Geoffrey Yu & Keith Cowing

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