Single Best Idea with Tom Keene: Kathy Bostjancic & Lori Calvasina
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kathy Bostjancic & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
--------
5:00
--------
5:00
Bloomberg Surveillance TV: July 7th, 2025
- Katy Kaminski, Chief Research Strategist at Alphasimplex- Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates- Dan Ives, Global Head: Technology at Wedbush Securities- Ben Laidler, Head: Equity Strategy at Bradesco Securities Katy Kaminski, Chief Research Strategist at Alphasimplex, joins for a discussion on the outlook for equities in the US as President Trump's tariff deadline is set to expire. Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates, talks about trade negotiations with the US as the July 9 tariff deadline looms. Dan Ives, Global Head: Technology at Wedbush Securities, discusses whether Tesla's stock will continue to fall as President Trump and Elon Musk continue to publicly feud. Ben Laidler, Head: Equity Strategy at Bradesco Securities, talks about his S&P target as investors approach 2025 with cautious optimism.See omnystudio.com/listener for privacy information.
--------
24:07
--------
24:07
Market Focus Shifts from Taxes to Tariffs
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 7th, 2025Featuring:1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses her cautious S&P outlook as political and market uncertainty remain front and center. Stocks retreated at the start of the week as US trading partners rushed to finalize trade deals with the Trump administration ahead of a July 9 tariff deadline.2) Henrietta Treyz, co-founder at Veda Partners, talks about the focus in Washington shifting from taxes to tariffs. Trade tensions are back in view, with President Trump pledging to start issuing unilateral rates to dozens of countries in the coming days, causing uncertainty in the market.3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks airlines and Boeing as summer travel gets into full swing. As areas become overly inhabited by tourists, governments are taking measures like taxation, licensing, and promotion of alternative destinations, but so far, these efforts have had limited success in addressing the issue.4) Brad Rogoff, Global Head of Research at Barclays, joins to talk bank and lending health ahead of earnings season.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Ketchum, Idaho becoming a pricy mountain town and a Financial Times story on Big Food's bet on America's appetite for snacks.See omnystudio.com/listener for privacy information.
--------
30:27
--------
30:27
Single Best Idea with Tom Keene: Sarah Wolfe & Rebecca Patterson
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sarah Wolfe & Rebecca Patterson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
--------
4:30
--------
4:30
Bloomberg Surveillance TV: July 3rd, 2025
- Stephanie Roth, Chief Economist at Wolfe Research- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock- George Saravelos, Global Head: FX Strategy at Deutsche Bank- Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed IncomeGeorge Saravelos, Global Head: FX Strategy at Deutsche Bank, discusses the path of the dollar and if it will continue to weaken. Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income, discusses signals from the bond market about the outlook for the US economy. Stephanie Roth, Chief Economist at Wolfe Research and Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, react to the June jobs report.See omnystudio.com/listener for privacy information.
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.
Polska