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.

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- 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.

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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.

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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 George Bory & Ben Laidler.

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

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- Michael Darda, Chief Economist at Roth Capital Partners
- Peter Tchir. Head: Macro Strategy at Academy Securities
- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld
- Vito Sperduto, Head: US Capital Markets at RBC Capital Markets

Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us. Peter Tchir. Head: Macro Strategy at Academy Securities, talks about how the market is calculating geopolitical risk as well as President Trump's tariff approach. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about what she envisions President Trump's final tariff policy to be as it comes into focus. Vito Sperduto, Head: US Capital Markets at RBC Capital Markets, discusses the state of M&A.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 14th, 2025
Featuring:
1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, talks about the sustainability of the US equity rally and staying in the market. Stocks fell in early trading as the Trump administration escalated its trade war, with investors bracing for economic reports that will offer an early read on the impact of tariffs.
2) Rep. Jodey Arrington, Republican Congressman from Texas and Chairman of the House Budget Committee, talks about the passing of the Big, Beautiful Bill and his involvement in getting his party on board as well as Texas flooding.
3) Jane Foley, Head of FX Strategy at RaboBank, talks about the yen carry trade amid liquidity concerns in Japan and also discusses a weak dollar. Japanese bond yields spiked as the pressure in the country is being heightened by the looming election on July 20, with concerns over governments spending beyond their means also applying to the UK, Europe, and US, according to the text.
4) Henrietta Treyz, co-founder at Veda Partners, talks about incoming tariff headlines as President Trump's tariff strategy comes into focus. President Trump's weekend threat to impose tariffs on the European Union and Mexico is testing market resilience, following a series of escalated trade measures against multiple partners.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on "Superfake" luxury handbags and the NYT report on the federal government adding new limits on student loan borrowing.

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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 John Stoltzfus & Jay Bryson.

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

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- Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth
- Steven Ricchiuto, Chief US Economist at Mizuho
- Jeannette Lowe, Director: Policy Research at Strategas Securities
- Angelo Zino, Head: Technology at CFRA Research

Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth, joins to discuss his outlook for markets and a potential pullback in the equity rally. Steven Ricchiuto, Chief US Economist at Mizuho, discusses US economic bullishness amid continued policy uncertainty. Jeannette Lowe, Director: Policy Research at Strategas Securities, talks about President Trump's tariff proposals as the administration looked to deliver more clarity on tariff rates this week. Angelo Zino, Head: Technology at CFRA Research, discuss Nvidia's market cap record and the outlook for big tech.

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