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

In this episode, we feature conversations with Matt Hornbach and Tim Adams.

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

See omnystudio.com/listener for privacy information.

- Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group
- Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department
- Adena Friedman, Chair and CEO of Nasdaq Inc.
- Nathan Sheets, Managing Director: Citi Research

We are broadcasting from Washington as the IMF Spring Meetings come to a close. Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group, joins for a discussion on the outlook for the US equity market as trade negotiations continue. Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department, discusses recent market gyrations and what the Treasury is capable of doing to help support the economy. Adena Friedman, Chair and CEO of Nasdaq, talks about recent earnings and the IPO outlook. Nathan Sheets, Managing Director: Citi Research, offers his market outlook for 2025.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 25th, 2025
Featuring:
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the bond market, the Fed, and outlook for markets. The dollar strengthened in early trading, while the yen and Swiss franc retreated, as investor demand for non-US haven assets waned amid signs of progress in the White House's engagement with major trading partners.
2) Tim Adams, CEO for the Institute of International Finance, joins for an extended discussion on his talks with US Treasury Secretary Scott Bessent this week and conversations from the IMF. Bessent called for a course correction for the International Monetary Fund and World Bank, saying they serve "critical roles" and the Trump administration is willing to work with them.
3) Meghan Graper, Global Head: Debt Capital Markets at Barclays Capital, talks about the bright side of so much uncertainty: investment grade credit. Currently, markets favor a quarter-point cut in June and a total of three such reductions by year-end, with some experts predicting slow and bumpy progress in US-China relations but possible net positive newsflow via trade deal announcements.
4) Leslie Palti-Guzman, founder at Energy Vista, talks about the liquid natural gas (LNG) being used as a key strategic favor and retaliation in tariff and trade negotiations.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ Story on why baby strollers are getting hit the hardest by China tariffs and the New York Times report on ChatGPT costs.

See omnystudio.com/listener for privacy information.