The US Macroeconomic Picture
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 June 2026
⏱️ 37 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, June 30, 2026
Featuring:
1) Bob Michele, CIO: and Head of GFICC at JPMorgan Investment Management, talks about the probability of an economic expansion and the 10-year range
2) Chris Marangi, Co-CIO: Value at Gabelli Funds, joins for a discussion on value investing and the three T's in macro markets.
3) Ellen Wald, Senior Fellow at the Atlantic Council, discusses why oil dropped so fast, the president's accusations of price gouging, and why there isn't a lot of gasoline right now.
4) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks market rebalancing and inflation threats amid a new Fed regime.
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Transcript
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| 0:15.0 | The Big Take podcast from Bloomberg News keeps you on top of the biggest stories of the day. |
| 0:20.2 | My fellow Americans, this is Liberation Day. |
| 0:23.9 | Stories that move markets. |
| 0:25.5 | Chair Powell opened the door to this first interest rate cut. |
| 0:29.5 | Impact politics, change businesses. |
| 0:32.0 | This is a really stunning development for the AI world And how you think about your bottom line. |
| 0:39.0 | Listen to the big take from Bloomberg News every weekday afternoon |
| 0:42.1 | on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts. |
| 0:49.2 | Bloomberg Audio Studios. |
| 0:51.6 | Podcasts Radio News. |
| 0:59.0 | Thank you. Audio Studios. Podcasts, Radio, News. This is the Bloomberg Surveillance Podcast. |
| 1:02.2 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:09.2 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:14.0 | We're advantage and particularly that we're not under the time pressure of the Fed decides |
| 1:18.2 | to have someone that's been a foundation of our thinking about our central bank and bills, notes, |
| 1:24.2 | and bombs. |
| 1:24.9 | Bob Michael joins us now, CIO, head of GFICC, Global Fixed Income, Currency, and Commodities. |
| 1:34.9 | Got them all. Very good. GFIC. He attended every restaurant, a new building, and they gave him that |
| 1:40.4 | honorarium. J.P. Morgan Investment Management. Do you know what worse strategy is yet? |
... |
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