4 • 1.1K Ratings
🗓️ 26 June 2025
⏱️ 35 minutes
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025
Featuring:
1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are declining in the early hours on bets that US interest-rate cuts could come sooner than expected, following a report that President Trump may fast-track his pick for the next Federal Reserve chair.
2) Stephanie Roth, Chief Economist at Wolfe Research, breaks down today's slew of eco data and previews jobs next week. Markets are pricing 63 basis points of easing from the Fed by the end of the year should softening economic data continue to come in, and the S&P 500 is poised to resume its advance toward an all-time high.
3) Randy Schwimmer, Vice Chairman and co-head of Senior Lending at Churchill Asset Management, discusses renewed confidence in private equity and whether there's rising risks in private credit. Fed Chair Jay Powell testified to Congress this week that it has “real, positive attributes,” though this sector has been growing fast and has not been through “a real downturn." In this case, Powell thinks private credit “bears close watching."
4) Angie Gildea, US Energy Leader at KPMG, discusses the outlook for energy and oil prices amid potentially calming geopolitical conflicts. Oil prices steadied after US President Trump reaffirmed his "maximum pressure" campaign on Iran, which includes targeting Tehran's petrodollars.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on whether weighted vests really worth the hypea and Bloomberg's story on Nike's Snoafer shoe listing $500 before it's even released.
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0:00.0 | This is an IHeart podcast. |
0:04.5 | At a global leader in alternatives today, Pigem is capturing the potential of tomorrow. |
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0:20.5 | With over $320 billion in alts across public and private. and managing a broad range of liquid and illiquid strategies. |
0:25.8 | With over $320 billion in alts across public and private markets, |
0:29.0 | we are helping clients achieve their long-term goals. |
0:33.1 | Pigeum, our investments shape tomorrow today. |
0:37.0 | The data that matters for your investments. |
0:39.6 | The entire auto sector is higher today. |
0:42.7 | And analysis on the companies making news on Wall Street. |
0:44.2 | Tesla's been a stock that's been in focus. |
0:46.4 | Shares have really been all over the math this morning. |
0:49.3 | Listen to the Stock Movers Report from Bloomberg. |
0:51.4 | Let's talk about some other decliner. It's your short audio report on the day's winners and losers in the stock market. |
0:55.9 | Second biggest driver in terms of points for the S&P 500. |
0:59.0 | Subscribe to the Stock Movers Report on Apple Podcasts, Spotify, or wherever you listen. |
1:06.9 | Bloomberg Audio Studios, Podcasts Radio News. |
1:16.5 | This is the Bloomberg Surveillance Podcasts. |
1:19.8 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
1:27.0 | Listen on demand wherever you get your podcasts |
1:29.4 | or watch us live on YouTube. Right now in from PIMCO, Pacific Investment Management Company, |
1:37.6 | is Tony Cresensi here on short-term paper. Where's the tip between, good morning. Where's a tip between, like, |
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