4 • 1.1K Ratings
🗓️ 22 April 2025
⏱️ 41 minutes
🧾️ Download transcript
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney April 22nd, 2025
Featuring:
1) Jeff deGraaf, Chairman and Head: Technical Research at Renaissance Macro Research, joins for a discussion on Jay Powell, market risks, and tariffs. US stocks were higher in futures trading this morning as equities are set to bounce back from Monday's losses as investors weigh progress on trade talks with India and Tesla's upcoming earnings.
2) Brian Belski, Chief Investment Strategist at BMO Capital Markets, brings us into the market open and discusses whether he remains a US equity bull. President Trump's demands on Jerome Powell to cut rates have raised concerns about the president's willingness to meddle with central bank policy and the impact on the economy.
3) Alicia Garcia-Herrero, Chief Economist for Asia Pacific at Natixis, joins for a discussion on the dollar as the globe's reserve currency and how the trade war will harm China and the US. This morning, gold topped $3,500 for the first time, and other markets such as stocks, currencies, and commodities experienced mixed movements amid ongoing trade tensions and uncertainty.
4) Warwick McKibbin, non resident Senior Fellow at the Peterson Institute for International Economics, talks about his piece from the fall outlining the costs of Trump's tariff and deportation policies as well as his newest analysis released today on the US revenue implications of Trump's tariff plan.
5) Margaret Franklin, CEO of the CFA Institute, joins from our DC studio to discuss the CFA program, how it's evolving, and the impact of AI on the investing profession.
6) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on the marketing campaign of plant-based eggs and the Washington Post's look into the changing economics of college football and how it's affecting the NFL draft.
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0:42.7 | Podcasts Radio News. |
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1:03.1 | Jeff DeGraph joins us now. Is that a Martin guitar behind him? Stage right? I don't know. Yeah. |
1:08.2 | Yeah. It looks like almost like they're on the edge of a D-35. |
1:12.6 | 00-18, maybe. |
1:13.6 | Maybe AAT, yeah, you know, it's a very clapped issue. |
1:16.6 | Jeff DeGraph joins us now in the equity market. |
1:19.6 | What are you learning from Neil Duda? |
1:21.6 | How do you take Duda economics, the great optimist, now very cautious? |
1:25.6 | How do you fold that into a market belief, Jeff DeGraf? |
1:29.0 | Well, it's a great question, Tom. You know, I think it's important that we distinguish, |
1:34.4 | and David hit on this before, the difference between economics and an economic call and a market |
1:39.5 | call. And while they're not 100% independent by any means, they're certainly not brother or sister. |
... |
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