Single Best Idea with Tom Keene: Stephanie Roth & Michael Darda
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Roth & Michael Darda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
--------
5:20
--------
5:20
Bloomberg Surveillance TV: August 1st, 2025
- Jamieson Greer, US Trade Representative at Office of the US Trade Representative- Stephanie Roth, Chief Economist at Wolfe Research- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock- Tom Forte, Senior Consumer Internet Analyst at Maxim Group- Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income Jamieson Greer, US Trade Representative at Office of the US Trade Representative, joins Bloomberg Television for a discussion on tariff policy and US trade as the Trump administration reaches its August 1 deadline on tariffs. Stephanie Roth, Chief Economist at Wolfe Research and Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, and Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income react to the July jobs report. Tom Forte, Senior Consumer Internet Analyst at Maxim Group, reacts to Apple earnings as Big Tech earnings wrap up.See omnystudio.com/listener for privacy information.
--------
26:36
--------
26:36
Key Jobs Reading and Tariff Rates Unveiled
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 30th, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Michael Darda, Chief Economist at Roth Capital, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the July jobs report. 2) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, offers his latest analysis of US tariffs. The average US tariff will rise to 15.2% if rates are implemented as announced, according to Bloomberg Economics, up from 13.3% earlier — and significantly higher than the 2.3% in 2024 before Trump took office.3) Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, wraps Amazon and Apple earnings. Amazon dropped in premarket trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, while Apple gained after a beat.4) Sebastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price, joins to discuss staying in the market and asset allocation. Global stocks extended a selloff in early trading as President Trump’s sweeping import tariffs fueled concerns about the outlook for economic growth.5) Anna Wong, Chief US Economist at Bloomberg Economics, brings us into the market open and discusses her outlook for labor and the impact of US tariffs.See omnystudio.com/listener for privacy information.
--------
53:37
--------
53:37
Instant Reaction: Amazon Falls After Earnings, Cloud Growth Spooks Investors
Amazon.com dropped in late trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, leaving investors searching for signs that the company’s huge investments in artificial intelligence are paying off. Operating profit will be $15.5 billion to $20.5 billion in the period ending in September, compared with an average estimate of $19.4 billion. Sales will be $174 billion to $179.5 billion, the company said Thursday in a statement. Analysts, on average, expected $173.2 billion. Chief Executive Officer Andy Jassy is engaged in an AI infrastructure arms race with Microsoft Corp. and Alphabet Inc. that requires heavy spending on data centers. Both of those rivals earlier reported strong earnings showing they are benefiting from the AI boom.For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Technology Analyst Anurag Rana Bloomberg Intelligence Senior Analyst for E-commerce & Athleisure Poonam Goyal See omnystudio.com/listener for privacy information.
--------
12:35
--------
12:35
Single Best Idea with Tom Keene: Rich Clarida & Lael Brainard
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Clarida & Lael Brainard. 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.
Ireland