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

In this episode, we feature conversations with Amanda Lynam & Anastasia Amoroso.

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- Mohamed El-Erian, President of Queens' College, Cambridge
- Kelly Ann Shaw, Partner at Hogan Lovells US
- Jean Boivin, Global Head: Research & Investment Institute at BlackRock
- Lauren Goodwin, Chief Market Strategist at New York Life Investment Management

Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist and Jean Boivin, Global Head: Research & Investment Institute at BlackRock, discuss the outlook for stocks and US economic growth, as well as concerns signaled from the bond market. Kelly Ann Shaw, Partner at Hogan Lovells US, discusses President Trump's political and economic priorities as tariff negotiations continue. Lauren Goodwin, Chief Market Strategist at New York Life Investment Management, offers her outlook for stocks and the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 17th, 2025
Featuring:
1) Amanda Lynam, Head of Macro Credit Research at Blackrock, talks about signals from the bond market, corporate credit spreads, and whether the market just experienced a tariff tantrum or whether deeper problems lie underneath. Following bond market turmoil triggered by the announcement of broad US levies earlier this month, investors are focusing more on developments in country-specific trade negotiations.
2) Anastasia Amoroso, Chief Investment Strategist at iCapital, brings us into the market open and discusses her outlook for growth in equities and the US economy. President Donald Trump said there was “big progress” in talks to strike a deal for Japan, which stocks responded to positively in pre-market trading ahead of the holiday weekend.
3) Jay Timmons, CEO and President of National Association of Manufacturers, joins to discuss manufacturing regulations and red tape, strengthening the manufacturing workforce, and whether tariffs and other Trump admin policies could actually revitalize manufacturing labor. Manufacturing output increased 5.1% in the first quarter, the most since late 2021, as customers boosted orders before tariffs hikes took effect. Despite the gain, manufacturing faces headwinds from higher material costs, trade policy uncertainty, and tariffs, which may impact production and investment plans this year and next year.
4) Ali Mortell, Director of Research at Blue Rose Research, joins to discuss Blue Rose's presentation that's made waves through Democratic politics, highlighting support President Trump garnered in 2024, how Democrats could claw back some voters, and what is the identity of the Democratic party.
5) Whitney Tilson, former hedge fund manager and NYC Mayoral candidate, discusses his candidacy and policy proposals, how he plans to gain support over Cuomo and Adams, and what the identity of the Democratic party should be. Billionaire hedge fund manager Bill Ackman donated $250,000 to a super PAC supporting former New York Governor Andrew Cuomo in New York City's mayoral race after Ackman hosted a fundraiser for Tilson's bid earlier this year.
6) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story Costco's Kirkland brand bringing customers to the beer aisle and a New York Times report on possible signs of life on a distant planet.

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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 Dan Ives & Matt King.

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

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- Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth
- Rick Rieder, CIO: Global Fixed Income at BlackRock
- Eric Cantor, Vice Chairman at Moelis & Co
- John Kirby, CEO at United Airlines

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her outlook for equities and whether she believes they'll end the year in positive territory amid tariff policy uncertainty. Rick Rieder, CIO: Global Fixed Income at BlackRock, discusses warning signals from the bond market. Eric Cantor, Vice Chairman at Moelis & Co, talks about President Trump's economic policies and how economic and political policies will be shaped in Washington in the coming months. John Kirby, CEO at United Airlines, discusses his company and the state of the industry.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 16th, 2025
Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the market backdrop amid the US tariff pause and the near- and long-term risks of a financial accident. Investors get hints of economic sentiment today with Federal Reserve Chair Jerome Powell giving a speech in Chicago and the release of March retail sales today.
2) Dan Ives, Global Head of Technology at Wedbush Securities, on the Nvidia chip restrictions. Technology stocks fell due to new US government restrictions on Nvidia chip exports to China and a disappointing report from ASML Holding NV, wiping out $155 billion in market value.
3) Matt King, founder at Satori Insights, brings us into retail sales and talks about why the US could be on the cusp of a crisis. The fallout of US Nvidia chip curbs are one factor affecting growth: it could weigh on chip-sector earnings and set back China's ambitions to compete on the global tech stage, with economists scaling back their forecasts for GDP growth worldwide.
4) Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins for an extended discussion on the US dollar, Treasuries, and US exceptionalism. The demand dynamic for US Treasuries is shifting, with foreign demand declining, and the relationship between the US dollar and Treasury yields is weakening, leading to concerns about the dollar's haven status and the US deficit.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg story on the boom in ultra-luxury ships and WalletHub's findings on cities with the most affordable rent.

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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 Jurrien Timmer & Constance Hunter.

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

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- Glenn Youngkin, Governor of Virginia
- Priya Misra, Portfolio Manager at JPMorgan Asset Management
- Terry Haines, founder at Pangaea Policy
- Ken Leon, Director of Equity Research at CFRA

Republican Virginia Governor Glenn Youngkin sits down with Surveillance to discuss his policy initiatives for the state, how the Republican party is functioning in a second Trump term, and his response to the president's economic and political priorities. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market and whether there is broader concern of a rotation away from US assets. Terry Haines, founder at Pangaea Policy, discusses whether President Trump's tariff policy could change amid its 90-day pause. Ken Leon, Director of Equity Research at CFRA, reacts to today's bank earnings.

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