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

In this episode, we feature conversations with Michael Darda & Cam Dawson.

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 Michael Darda &amp; Cam Dawson.
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: Michael Darda & Cam Dawson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0283a69a-d163-47dc-8cbe-b2ab00eb48fb/transcript

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

In this episode, we feature conversations with John Lipsky & Brian Belski.

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 John Lipsky &amp; Brian Belski.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: John Lipsky & Brian Belski

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/71050618-4f02-4f9c-aa7f-b2dc00ecd081/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 13th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, Matt Miskin, Co-Chief Investment Strategist John Hancock Investment Management, and Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, react to CPI. Before today's CPI reading, the S&P 500 and Nasdaq showed further gains, in spite of some investors feeling wary about the lack of detail in Monday's US-China tariff announcement and the risk of another flare-up between Beijing and Washington, with trade pressures already hitting businesses.
2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and discusses his bullish equity stance. The easing of trade tensions between the US and China gives investors hope that the US economy can avoid a recession, with traders now expecting the Federal Reserve to lower rates just twice in 2025.
3) Nancy Tengler, CEO and CIO at Laffer Tengler investments, talks about the potential for renewed bullishness (or bearishness) in equities, and why she believes now is a time to turn to mid caps. Many investors are signaling the shift in trade sentiment will be enough to drive a recovery in global markets, despite some concerns. 
4) John Lipsky, former managing director of the International Monetary Fund and distinguished visiting scholar at Johns Hopkins, on the US economy, global economic risks, and the Fed reversing its "red line" approach. With hopes riding high that the US economy can avoid a recession, traders now expect the Federal Reserve to lower rates just twice in 2025. 
5) Brian Wieser, Principal at Madison and Wall, talks about trends as upfronts kick off for advertisers, ad spending amid economic uncertainty, and implications of Google and Apple search trial.

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 13th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, Matt Miskin, Co-Chief Investment Strategist&nbsp;John Hancock&nbsp;Investment Management, and Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, react to CPI. Before today's CPI reading, the S&amp;P 500 and Nasdaq showed further gains, in spite of some investors feeling wary about the lack of detail in Monday's US-China tariff announcement and the risk of another flare-up between Beijing and Washington, with trade pressures already hitting businesses. 2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and discusses his bullish equity stance. The easing of trade tensions between the US and China gives investors hope that the US economy can avoid a recession, with traders now expecting the Federal Reserve to lower rates just twice in 2025. 3) Nancy Tengler, CEO and CIO at Laffer Tengler investments, talks about the potential for renewed bullishness (or bearishness) in equities, and why she believes now is a time to turn to mid caps. Many investors are signaling the shift in trade sentiment will be enough to drive a recovery in global markets, despite some concerns. 4) John Lipsky, former managing director of the International Monetary Fund and distinguished visiting scholar at Johns Hopkins, on the US economy, global economic risks, and the Fed reversing its "red line" approach. With hopes riding high that the US economy can avoid a recession, traders now expect the Federal Reserve to lower rates just twice in 2025. 5) Brian Wieser, Principal at Madison and Wall, talks about trends as upfronts kick off for advertisers, ad spending amid economic uncertainty, and implications of Google and Apple search trial.

Stocks Rebound Post-Tariff Tantrum as Investors Weigh CPI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f06b4226-eba2-4823-9d46-b2dc010438b9/transcript

- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- Monica Guerra, Head: Policy at Morgan Stanley
- Skylar Montgomery-Koning, FX Strategist at Barclays

David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO react to CPI. Monica Guerra, Head: Policy at Morgan Stanley, discusses President Trump's tariff policy, the GOP tax bill, and other Congressional priorities ahead of the summer. Skylar Montgomery-Koning, FX Strategist at Barclays, discusses FX opportunities as President Trump continues to negotiate tariffs.

- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - Monica Guerra, Head: Policy at Morgan Stanley - Skylar Montgomery-Koning, FX Strategist at Barclays David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO react to CPI. Monica Guerra, Head: Policy at Morgan Stanley, discusses President Trump's tariff policy, the GOP tax bill, and other Congressional priorities ahead of the summer. Skylar Montgomery-Koning, FX Strategist at Barclays, discusses FX opportunities as President Trump continues to negotiate tariffs.

Bloomberg Surveillance TV: May 13, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/16123c68-e843-403b-9e77-b2dc00ddc917/transcript

Single Best Idea with Tom Keene: Michael Darda & Cam Dawson

In 1 playlist(s)

Bloomberg Surveillance

Social links

Follow podcast

Recent clips