August 18, 2025
191
1
0.52%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
See what was published immediately before and after this episode.
28:47Now PlayingWatch Tom and Paul LIVE every day on YouTube().
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025
Featuring:
1) Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss the Fed's case for a rate cut and what he expects from Jackson Hole this week. Traders are staying cautious ahead of the Federal Reserve’s annual retreat at Jackson Hole later this week, with Chairman Jerome Powell’s speech keenly watched for guidance on a September interest-rate cut.
2) Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, joins to discuss his rate cut call as traders prep for Jay Powell's Jackson Hole speech. Investor expectations for monetary easing next month fluctuated in recent days, pricing in more than a quarter-point cut at one point, amid mixed signals on inflation and the strength of US consumers.
3) Angela Stent, Senior Fellow at the Brookings Institute, offers her analysis of the Trump-Putin summit and what Russian President Vladimir Putin gained from the meeting. President Trump and Vladimir Putin agreed that the US could offer security guarantees to Ukraine, according to Steve Witkoff, Trump's special envoy. The details of the security guarantees and any potential territorial concessions remain unclear, with Secretary of State Marco Rubio offering less certainty on the topic than Witkoff.
4) Kona Haque, Head of Commodities Research at ED&F Man, discusses her note on the major moves in coffee prices and how tariffs will affect it, and offers her macro and oil outlook. Coffee remains highly volatile due to geopolitical and weather instability.
See omnystudio.com/listener () for privacy information.
Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Watch Surveillance TV LIVE each mornings
Watch Surveillance Radio LIVE weekday mornings
Subscribe to Bloomberg Podcasts
Listen to more Bloomberg Surveillance
#Bloomberg #Podcast #Surveillance #News #Markets
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.