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

In this episode, we feature conversations with Amy Wu Silverman & David Rosenberg.

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

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- Darrell Cronk CIO: Wealth & Investment at Wells Fargo
- Ed Mills, Washington Policy Analyst at Raymond James
- Reid Hoffman, founder at Manus AI
- Sonia Meskin, Economist at UBS Securities

Darrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discusses how markets are pricing in proposed economic policies and geopolitical strategies out of Washington. Reid Hoffman, LinkedIn co-founder and founder at Manus AI, joins for a conversation about artificial intelligence and tech.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025
Featuring:

• Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course
• David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing, and also outlines upside inflation risks
• Wendy Schiller, professor at Brown University, on the slew of headlines out of Washington and President Trump's newfound imperialism in his first three weeks of his second term
• Lisa Mateo on newspapers

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

In this episode, we feature conversations with Julian Emanuel & Ethan Bronner.

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

See omnystudio.com/listener for privacy information.

- Thomas Barkin, President of the Richmond Federal Reserve Bank
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management
- Mike Wirth, Chairman at Chevron
- Hugh Johnston, CFO of The Walt Disney Company

Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty. Hugh Johnston, CFO of The Walt Disney Company, reacts to the company's earnings report. Mike Wirth, CEO and Chairman of Chevron, also discusses his company's earnings.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 5th, 2025
Featuring:

• Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty
• Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a roller coaster of headlines
• Amanda Rebello, Head of XTrackers Sales, US Onshore at DWS, on investors protecting against geopolitical, trade, and earnings risks
• Ethan Bronner, Israel Bureau Chief for Bloomberg News, looks ahead to how President Trump's proposal for the US to take over the Gaza Strip transforms the US' relationship with the Middle East

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

In this episode, we feature conversations with Jordan Rochester & Krishna Memani.

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

See omnystudio.com/listener for privacy information.

- Frances Donald, Chief Economist at RBC
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- George Saravelos, Global Head: FX Research at Deutsche Bank
- Dan Ives, Global Head of Technology Research at Wedbush Securities

Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then pullback. George Saravelos with Deutsche Bank on the FX moves and dollar reaction to tariffs. Dan Ives with Wedbush Securities weighs in on how tariffs could, or could not, affect Big Tech.

See omnystudio.com/listener for privacy information.