Single Best Idea with Tom Keene: Wei Li & Anna Wong
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: July 18th, 2025
- Christopher Waller, Member-Board of Governors at the Federal Reserve- Paul Atkins, Chairman of the SEC- Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs- Sonal Desai, CIO: Fixed Income at Franklin Templeton Christopher Waller, Member-Board of Governors at the Federal Reserve, joins for a discussion on Fed rate cuts and Fed independence. Paul Atkins, Chairman of the SEC, discusses regulation and the recent Stablecoin bill. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, talks about the outlook for global and US equities amid an uncertain inflation and policy path. Sonal Desai, CIO: Fixed Income at Franklin Templeton, discusses warnings signals from the bond market.See omnystudio.com/listener for privacy information.
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Markets Press on Amid Fed Pressure
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 18th, 2025Featuring:1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion about the outlook for inflation and global growth as well as US equity bullishness. Global equities extended their advance on Friday as growing confidence in the resilience of the US economy and upbeat earnings lent fresh support to risk sentiment.2) Ted Koenig, Chairman and CEO at Monroe Capital, brings us into the market open and discusses private credit and the overall credit outlook. Cross-asset moves come at the end of a week marked by market jitters over speculation that President Donald Trump might fire Fed Chair Jerome Powell. Equity gains reflected strong economic data and optimism that US companies will post robust second-quarter figures, helping to soothe uncertainty stirred by Trump’s tariff war.3) Brandon Ogelnski, Airlines Analyst at Barclays, discusses the airline industry and his outlook for American airliners. It comes as United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights.4) Rohit Chopra, former Director at the Consumer Financial Protection Bureau, joins for a discussion on his role before dismissal and recent CFPB and Fed independence news. Top bosses at some of Wall Street’s biggest banks emphasized the importance of an independent Federal Reserve as the long-running saga between President Trump and central bank Chair Jerome Powell intensified.Bank of America CEO Brian Moynihan and Goldman Sachs' David Solomon joined JPMorgan CEO Jamie Dimon in stressing the importance of the Fed’s autonomy.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on Goldman Sachs retaining junior talent and a WSJ story on birthday freeloaders.See omnystudio.com/listener for privacy information.
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Instant Reaction: Netflix Tops Wall Street Estimates
While rival media companies are unloading assets and cutting costs, Netflix Inc. continues to thrive. The owner of the world’s most popular paid streaming service on Thursday reported second-quarter results that exceeded investor expectations in every major metric, saying revenue grew to $11.1 billion and earnings jumped to $7.19 a share. The company also raised its forecast for full-year sales and profit margins. The second quarter is historically slow for Netflix, which typically adds more customers at the beginning and end of the year. But the company released a steady slate of popular shows, including two of the most-watched titles of the year — the third season of Ginny & Georgia and the final season of Squid Game. The company also benefited from a weaker dollar. More than two-thirds of its customers live outside the US. For instant reaction and analysis, hosts Tim Stenovec and Norah Mulinda speak with Geetha Ranganathan, Bloomberg Intelligence Senior Media Analyst and Mark Douglas, CEO of MNTN.See omnystudio.com/listener for privacy information.
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Single Best Idea with Tom Keene: Glenn Hubbard & Frances Donald
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Glenn Hubbard & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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.
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