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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 8th, 2025
Featuring:
1) Steve Englander, Global Head of G10 FX Research and of North America Strategy at Standard Chartered, brings us into the market open and talks about a weak dollar, tomorrow's labor revisions, and his call for a 50bps cut in September. Meanwhile, strategists including David Kostin of Goldman Sachs and Mike Wilson at Morgan Stanley expect further gains in US equities, with Kostin reiterating a year-end target for the S&P 500 of 6,600 points.
2) Mark Geller, Global Head of Bank Debt Capital Markets at Barclays, talks issuance trends for banks, global corporate debt, and the intersection of global corporate debt and ballooning government spending.
3) Henrietta Treyz, co-founder at Veda Partners, joins to talk about tariffs and the prospects of a government shutdown in September.
4) Stephen Carroll, host of Bloomberg's "Daybreak Europe" in London, joins from Paris to discuss the possible collapse of the French government today. Political uncertainty in Japan and France adds to a torrent of US data this week that will help determine the Federal Reserve's policy path, with a September interest-rate cut fully priced in.

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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 Rebecca Patterson & Claudia Sahm.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 5th, 2025
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August jobs report and discuss the outlook for a rate cut. Money markets are fully pricing in a Fed quarter-point cut this month and see at least two by year-end.
2) Ken Rogoff, professor at Harvard University, former IMF Chief economist, and author of "Our Dollar, Your Problem," joins to discuss the US economy and jobs market, as well as his book on the dollar and recent Foreign Affairs article on Washington's spending crisis.
3) Rebecca Patterson, former Chief Investment Strategist at Bridgewater, joins for an extended discussion on jobs, economic data, and Fed independence. It comes as Stephen Miran, President Trump's pick for the Federal Reserve's Board of Governors, pushed back against Democratic concerns that he would do Trump's bidding at the central bank. His nomination has raised questions over Fed independence.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on NFL fans streaming without cable, and Bloomberg's story on pizza-flavored vodka.

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