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

In this episode, we feature conversations with Barry Ritholtz & Gene Munster.

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

See omnystudio.com/listener for privacy information.

- Scott Bessent, US Treasury Secretary
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- Neil Dutta, Head: US Economic Research
- David Kelly, Chief Global Strategist at JPMorgan Asset Management

Scott Bessent, US Treasury Secretary, joins to discuss President Trump's economic priorities and tariff policy in the months ahead. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks about the sustainability of the equity rally ahead of today's CPI reading and also breaks down the biggest risks to the market. Neil Dutta, Head: US Economic Research and David Kelly, Chief Global Strategist at JPMorgan Asset Management react to CPI.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 15th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss their market and economic outlooks. Stocks advanced in early trading after Nvidia secured US assurances to resume sales of some artificial intelligence chips to China.
2) Alison Williams, Senior Analyst at Bloomberg Intelligence, wraps this morning's bank earnings. America’s biggest banks are heading into earnings season with tailwinds from trading and lending as they benefit from market volatility and steady borrowing costs. JPMorgan, Wells Fargo, and Citigroup report today.
3) Huw van Steenis, Vice Chair at Oliver Wyman, joins to talk about how private credit is reshaping portfolios. It comes off the heels of a recent Bloomberg report showing family offices, representing around $3.1 trillion globally, are seeking new sources of returns as private equity distributions slow. According to the 2025 BlackRock Family Office Survey, a third of respondents wanted to increase their allocations to private credit, the highest of any asset class.
4) Jan Szilagyi, CEO of Reflexivity (formerly Toggle AI), talks about AI growth amid Nvidia's rally and what his company's doing to use AI to help investors. Nvidia plans to resume sales of its H20 AI chip in China after securing Washington's assurances that such shipments would get approved. The move is seen as a "massive win" for Nvidia's Chief Executive Officer Jensen Huang, and is also viewed positively by Vey-Sern Ling, managing director at Union Bancaire Privee, who says it is "obviously positive" for Nvidia, the AI semiconductor supply chain, and China tech platforms.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on the plunging dollar leaving American travelers with less buying power this summer and a Bloomberg report on Starbucks corporate managers working remotely having to pack their bags and relocate in a year.

See omnystudio.com/listener for privacy information.