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

In this episode, we feature conversations with Jurrien Timmer & Constance Hunter.

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 Jurrien Timmer &amp; Constance Hunter.
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: Jurrien Timmer & Constance Hunter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b096e73e-c0ed-435f-aefd-b2c000ec51c9/transcript

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 & Huw van Steenis.

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

Single Best Idea with Tom Keene: Geoffrey Yu & Huw van Steenis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8e5992d6-a4d8-4696-bbc6-b2db00eb4ae6/transcript

- Scott Bessent, US Treasury Secretary
- Russ Koesterich, Portfolio Manager at BlackRock
- Meera Pandit, Global Market Strategist at JPMorgan Investment Management
- Seth Carpenter, Chief Global Economist at Morgan Stanley

US Treasury Secretary Scott Bessent joins to discuss the US and China will temporarily lowering tariffs on each other's products and his weekend negotiations. Russ Koesterich, Portfolio Manager at BlackRock, talks about how equities are responding positively to easing tensions between the US and China on trade. Meera Pandit, Global Market Strategist at JPMorgan Investment Management, talks about the global outlook for equities amid US-China trade negotiations. Seth Carpenter, Chief Global Economist at Morgan Stanley, talks about whether an agreement between the US and China on trade lessens the odds of a US recession.

- Scott Bessent, US Treasury Secretary - Russ Koesterich, Portfolio Manager at BlackRock - Meera Pandit, Global Market Strategist at JPMorgan Investment Management - Seth Carpenter, Chief Global Economist at Morgan Stanley US Treasury Secretary Scott Bessent joins to discuss the US and China will temporarily lowering tariffs on each other's products and his weekend negotiations. Russ Koesterich, Portfolio Manager at BlackRock, talks about how equities are responding positively to easing tensions between the US and China on trade. Meera Pandit, Global Market Strategist at JPMorgan Investment Management, talks about the global outlook for equities amid US-China trade negotiations. Seth Carpenter, Chief Global Economist at Morgan Stanley, talks about whether an agreement between the US and China on trade lessens the odds of a US recession.

Bloomberg Surveillance TV: May 12, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8c9d67bf-a440-4e04-b359-b2db00ddfe0d/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 12th, 2025
Featuring:
1) Geoffrey Yu, Senior Strategist: EMEA at BNY, talks about the market reaction to the US-China trade agreement and why the worst-case scenarios for markets are now a thing of the past. Investors rushed back into US assets, powering a 3% surge in S&P 500 futures, after China and the US agreed to cut tariffs and de-escalate their trade war.
2) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on the "Sell America" narrative getting squeezed as the US dollar strengthens. The dollar topped a one-month high on the US-China trade talks, while gold fell more than 3% and the 10-year Treasury yield climbed five basis points to 4.42%.
3) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on equity relief post-US-China trade talks and whether she expects further choppiness. Every S&P 500 sector has advanced since President Trump's April 9 pause on his harshest tariffs, with gains led by information technology, industrials, and consumer discretionary segments.
4) Huw van Steenis, Vice Chair at Oliver Wyman, on how international investors will re-balance their portfolios in reaction to US-China trade talks. Market breadth indicators, such as the 40-Week Technique Indicator and the S&P 500's cumulative advance-decline line, are signaling optimism and strength in the market, with some strategists boosting their allocation to stocks.
5) Dan Ives, Global Head: Technology at Wedbush Securities, talks about why the result from Treasury Secretary Bessent's negotiations are the "best case scenario" for tech. Nvidia, Apple, Amazon, and Tesla took off in premarket trading following the announcement on trade.

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 SweeneyMay 12th, 2025 Featuring: 1) Geoffrey Yu, Senior Strategist: EMEA at BNY, talks about the market reaction to the US-China trade agreement and why the worst-case scenarios for markets are now a thing of the past. Investors rushed back into US assets, powering a 3% surge in S&amp;P 500 futures, after China and the US agreed to cut tariffs and de-escalate their trade war. 2) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on the "Sell America" narrative getting squeezed as the US dollar strengthens. The dollar topped a one-month high on the US-China trade talks, while gold fell more than 3% and the 10-year Treasury yield climbed five basis points to 4.42%. 3) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on equity relief post-US-China trade talks and whether she expects further choppiness. Every S&amp;P 500 sector has advanced since President Trump's April 9 pause on his harshest tariffs, with gains led by information technology, industrials, and consumer discretionary segments. 4) Huw van Steenis, Vice Chair at Oliver Wyman, on how international investors will re-balance their portfolios in reaction to US-China trade talks. Market breadth indicators, such as the 40-Week Technique Indicator and the S&amp;P 500's cumulative advance-decline line, are signaling optimism and strength in the market, with some strategists boosting their allocation to stocks. 5) Dan Ives, Global Head: Technology at Wedbush Securities, talks about why the result from Treasury Secretary Bessent's negotiations are the "best case scenario" for tech. Nvidia, Apple, Amazon, and Tesla took off in premarket trading following the announcement on trade.

Markets Soar on US-China Trade Truce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0ab258ad-95e2-485c-b7c4-b2db00e3c5f1/transcript

Single Best Idea with Tom Keene: Jurrien Timmer & Constance Hunter

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