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Bloomberg Surveillance: Trade and Fed
Bloomberg Surveillance: Trade and Fed

Bloomberg

timea few seconds ago

  • Business
  • Bloomberg

Bloomberg Surveillance: Trade and Fed

Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 28th, 2025 Featuring: 1) Abby Joseph Cohen, professor at Columbia University and former Chief Investment Strategist at Goldman Sachs, brings us into the market open and talks about Fed and trade policy. Fed policymakers are largely expected to hold rates steady for a fifth consecutive meeting in the face of sustained pressure from President Trump on Powell to lower borrowing costs. 2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, joins for an extended discussion on US stock volatility and why expectations are volatile but not volatility itself. S&P 500 contracts were little changed in the lead-up to the Federal Reserve interest-rate decision, which have become a cause of contention between the White House and Fed Chair Jerome Powell. 3) Ryan Majerus, former Assistant General Counsel at the Office of the U.S. Trade Representative during the first Trump Administration, talks about who's driving the Trump administration's trade policy and what tariffs will look like August 1st. President Trump's recent trade deal announcements are light on detail, with key aspects still under negotiation and partners giving mixed signals about what they signed up for. 4) Mark Howard, Managing Director and Senior Multi-Asset Specialist at BNP Paribas, joins to discuss why today will either prove to be a "trifecta" of economic news, or a "trilemma." As the Fed meeting comes into focus in the afternoon, investors will watch for any signs of a greater openness from the Fed to easing when it next gathers in September. 5) Ari Wald, Head of Technical Analysis for Oppenheimer, talks about why the bull market is just overbought but not over. Before the Fed, GDP figures this week will offer an update on the health of the American economy in the buildup to Friday's key payrolls report. The relentless rush of big earnings continues in the US later, with Microsoft and Meta both reporting. Eric Mollo

New York Mass Shooting: Inside the Investigation
New York Mass Shooting: Inside the Investigation

Bloomberg

timea day ago

  • Sport
  • Bloomberg

New York Mass Shooting: Inside the Investigation

Police say a lone gunman killed four people then himself on Monday inside 345 Park Avenue in Manhattan. The building houses the offices of private equity behemoth Blackstone Inc., consultant KPMG, building landlord Rudin Management and the National Football League. Police say the gunman, Shane Tamura, a 27-year-old who last resided in Las Vegas, was targeting the NFL. Michael King, former executive officer of the FBI New York Terrorism Task Force, talks about how this investigation will unfold on "Bloomberg Surveillance." (Source: Bloomberg)

New Frameworks for Hyperscalers Power the AI Demand
New Frameworks for Hyperscalers Power the AI Demand

Bloomberg

timea day ago

  • Business
  • Bloomberg

New Frameworks for Hyperscalers Power the AI Demand

Tech companies needing to power AI data centers could help unlock as much as $350 billion in funding for new nuclear capacity by 2050 through power-purchase agreements, behind-the-meter contracts and strategic equity investments, helping lower financing risks. If reappointed as commission chair, David Wright will guide the Nuclear Regulatory Commission through a punishing workload that includes the review of several permit applications for nuclear reactors across the nation, as well as operating license applications. The Trump administration has sought to quadruple the US' nuclear energy capacity by 2050. Trump wants to boost domestic uranium mining and look into recycling nuclear fuel. In May, Trump issued an executive order calling on the NRC to process license applications faster while at the same time cutting its staff. Tom Keene and Paul Sweeney spoke with Nick Campanella, analyst at Barclays, on Bloomberg Surveillance. (Source: Bloomberg)

Bloomberg Surveillance: Looking Ahead to Jobs
Bloomberg Surveillance: Looking Ahead to Jobs

Bloomberg

timea day ago

  • Business
  • Bloomberg

Bloomberg Surveillance: Looking Ahead to Jobs

Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 29th, 2025 Featuring: 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.

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