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

In this episode, we feature conversations with Seema Shah & Greg Boutle.

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- Lindsey Piegza, Chief Economist at Stifel
- Neil Dutta, Head: US Economic Research at Renaissance Macro Research
- Dana Peterson, Chief Economist at The Conference Board
- Andrew Nocella, Chief Commercial Officer at United Airlines

Lindsey Piegza, Chief Economist at Stifel, reacts to PCE and discusses her outlook for markets and the US economy. Neil Dutta, Head: US Economic Research at Renaissance Macro Research, discusses the potential for more rate cuts than are currently being priced into the market. Dana Peterson, Chief Economist at The Conference Board, talks about recent findings on the outlook of CEOs for business in the US and overall sentiment about the economy. Andrew Nocella, Chief Commercial Officer at United Airlines, talks about his outlook for the company and industry this year.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 30th, 2025
Featuring:
1) Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, Aoifinn Devitt, Chief Global Strategist at Moneta, and Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence. react to PCE. April’s so-called core personal consumption expenditures price index, which excludes food and energy items, rose 0.1% from March. From a year ago, it advanced 2.5%, Bureau of Economic Analysis data out Friday showed. Both readings were in line with economists’ forecast.
2) Seema Shah, Chief Global Strategist at Principal Asset Management, joins to talk about any potential upheaval that could come as continued on-again, off-again tariffs. The Trump administration is exploring alternative options to pursue tariffs, including using other legal authorities, but these options may be more complicated and time-consuming, and could take months to execute. As a result, traders are reassessing their appetite for riskier assets amid concerns over weaker growth and fiscal strain.
3) Pat Haskell, Head: Muni Bond Group at BlackRock, on muni performance through 2025 and how munis function as a safe haven amid tariff uncertainty. Investors are also parsing data for clues on how the policies are affecting the economy amid concerns over weaker growth and fiscal strain.
4) Lindsey Piegza, Chief Economist at Stifel, brings us into the market open and talks about the outlook for inflation in the US after today's PCE report. Meanwhile in Washington, President Trump pushed Federal Reserve Chair Jerome Powell to lower interest rates at their first in-person meeting since the president's inauguration. Powell stressed that the path of policy will depend on incoming economic information.
5) Phillip Diehl, President of US Money Reserve and 35th Director of the US Mint, talks about recent fluctuations in gold prices and gold buying trends among consumers. Gold fell, putting it on track for an almost 2% weekly loss, amid a technical pullback in prices ahead of key US economic data. Despite the declines, bullion's haven appeal remains intact due to uncertainties surrounding Trump's tariff agenda and tensions with China.

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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 Wendy Schiller & Anastasia Amoroso

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

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- Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy
- Bob Michele, CIO: Fixed Income at JPMorgan Asset Management
- Angelo Zino, Senior Research Analyst at CFRA Research
- Libby Cantrill, Head: Public Policy at PIMCO

Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy, joins for an extended discussion on trade and tariffs after a US court blocked many of President Trump's tariffs on imports from dozens of countries. Libby Cantrill with PIMCO discusses options for President Trump after his tariffs were blocked by a US court. Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses signals and warnings from the bond market on tariffs, debt, and deficits. Angelo Zino, Senior Research Analyst at CFRA Research, reacts to Nvidia earnings.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 29th, 2025
Featuring:
1) Anastasia Amoroso, Chief Investment Strategist at iCapital, joins to talk about a resilient US economy and momentum in markets in spite of Washington uncertainty. After a US court blocked the bulk of President Donald Trump's import tariffs, it led to widespread gains in risk assets and lifted investor sentiment.
2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Nvidia earnings and discusses the outlook for the company and Big Tech. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment.
3) Andrew Gilbert, Partner at ECP, joins to discuss demand for AI data centers and the immense growth opportunity following another Nvidia earnings. Nvidia's CEO Jensen Huang is concerned about US trade restrictions on China hindering the company's long-term growth, and is appealing to the Trump administration to allow chip production for China again.
4) Wendy Schiller, professor at Brown University, discusses the latest DC headlines and how a US court blocking President Trump's tariff policy could affect his presidency and potentially his legacy. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Paramount's relationship with the White House and Bloomberg's story on how AI is impacting hiring at Salesforce.

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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 Jordan Rochester & Nancy Lazar

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

See omnystudio.com/listener for privacy information.

• Eswar Prasad, Cornell University Tolani Senior Professor:Trade Policy on the strength of the dollar
• Rep. French Hill (R-AR), Chairman, House Committee on Financial Services on Washington News of the Day
• Mandeep Singh, Bloomberg Intelligence analyst on NVDA earnings
• Frank Lee, The Hongkong & Shanghai Bkg Corp, on NVDA earnings

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