Single Best Idea with Tom Keene: Myles Miller and Tony Hatch
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Myles Miller and Tony Hatch 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 29th, 2025
Mike Wilson, Chief US Equity Strategist/Chief Investment Officer, Morgan Stanley Kevin Gordon, Director/Senior Investment Strategist, Charles Schwab Stephen Stanley, Chief U.S. Economist, Santander U.S. Capital Markets See omnystudio.com/listener for privacy information.
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Markets Look Ahead to Fed Decision and Jobs
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025Featuring:1) Nisha Patel, Portfolio Manager at Parametric on the big week with the Fed, earnings, and economic data. No one expects the Fed to cut rates, but any shift in guidance or comments from Powell will be key takeaways.2) Neil Dutta, Head of Economics Renaissance Macro Research, on how Trump won on his terms and the Europeans lost on theirs. Perhaps now that this deal is done (Europe has a slightly higher tariff rate than the UK but same as Japan) they can all pivot to China as a group. China is the surplus country that needs to rebalance. As an aside, the Europeans totally did the Canadians dirty. So much for them getting closer together. No upside for the Canadians to go that route anymore.3) Peter Tchir, Head: Macro Strategy at Academy Securities, on a fresh look at the jobs JOLTS (I focus the QUIT rate as it is almost a “crowd sourced” measure of sentiment in the labor force. We get ADP, which has been weak, but the market has chosen to ignore. Finally we get the NFP data, where the headline has surpassed expectations the past 3 months, while the underlying details haven’t fully supported that.4) Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock looks to payrolls on Friday as a key indicator of economic health. Consensus surveys point to +109k jobs added in July vs +147k in June. Labor market data has largely surprised to the upside this summer, with the strong beat in June, and now 6 straight weekly drops in initial claims.See omnystudio.com/listener for privacy information.
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Deadly Manhattan Shooting: Here's What We Know
The gunman who killed at least four people and himself at a Midtown Manhattan office tower was targeting the National Football League, but ended up on Rudin Management’s floor by mistake, two senior law enforcement officers said. Instead of going to the NFL’s fifth-story office at 345 Park Ave., he picked the wrong elevator bank that took him to Rudin’s office on the 33rd floor, the officers said. That’s where the body of the shooter, believed to be Shane Tamura, a 27-year-old who last resided in Las Vegas, was found. A manifesto and notes found on him indicated a fixation with Chronic Traumatic Encephalopathy, or CTE, caused by head trauma, the officers said. His social media feed showed his football career ended after a head injury, and he wrote that the NFL didn’t do enough for CTE. The gunman, who has a documented history of mental-health troubles, drove across the country before entering New York City earlier Monday, Police Commissioner Jessica Tisch said. For details, Nathan Hager speaks with Bloomberg News Reporter Myles Miller.See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: July 28th, 2025
-Terry Haines, Pangea Policy Founder -Steve Ricchiuto, Mizuho Chief Economist-Richard Masters, Premier League CEOSee 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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