Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 4th, 2025
Featuring:
1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see signs that investors are becoming more concerned about Federal Reserve independence as President Donald Trump seeks to impose his will on the central bank and pushes for interest-rate cuts.
2) Constance Hunter, Chief Economist at EIU, discusses recent eco data and what it portends about the path of rate cuts in 2025, not just September. Positioning in stock, bond and gold markets suggests that investors are preparing for a potential rise in inflation, according to the team at JPMorgan Chase.
3) Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, joins to discuss President Trump's economic and political priorities. President Trump asked the US Supreme Court to uphold his global tariffs, seeking review in a case that could affect trade and give him broad new leverage over the world economy.
4) Ben McMillan, CIO at IDX Advisors, talks about the record rise in gold and the return of the bond vigilantes. Analysts at Goldman Sachs Group say that growing concerns regarding US institutional credibility are creating significant tail risks that could lead to commodity price spikes, including in gold.

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 SweeneySeptember 4th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&amp;P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see signs that investors are becoming more concerned about Federal Reserve independence as President Donald Trump seeks to impose his will on the central bank and pushes for interest-rate cuts. 2) Constance Hunter, Chief Economist at EIU, discusses recent eco data and what it portends about the path of rate cuts in 2025, not just September. Positioning in stock, bond and gold markets suggests that investors are preparing for a potential rise in inflation, according to the team at JPMorgan Chase. 3) Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, joins to discuss President Trump's economic and political priorities. President Trump asked the US Supreme Court to uphold his global tariffs, seeking review in a case that could affect trade and give him broad new leverage over the world economy. 4) Ben McMillan, CIO at IDX Advisors, talks about the record rise in gold and the return of the bond vigilantes. Analysts at Goldman Sachs Group say that growing concerns regarding US institutional credibility are creating significant tail risks that could lead to commodity price spikes, including in gold.

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

Stocks Await Key Jobs Figure

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/58d23d18-7704-4f94-846e-b34e00eecb61/transcript

Advertisement