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

In this episode, we feature conversations with Ben Laidler & Charles Kantor.

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- Andrew Hollenhorst, Chief US Economist at Citi
- Elizabeth Economy, Senior Fellow at the Hoover Institution
- Francisco Blanch, Head: Global Commodities at Bank of America
- Claudia Sahm, Chief Economist at New Century Advisors

Andrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negotiations. Francisco Blanch, Head: Global Commodities at Bank of America, talks about the outlook for commodities and oil and energy prices globally. Claudia Sahm, Chief Economist at New Century Advisors, breaks down the health of the labor market and where it's trending in 2025.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 9th, 2025
Featuring:
1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty.
2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss DC headlines including the riots in LA and latest on the tax bill after Elon Musk's White House fallout. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.
3) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, talks about why history rhymes between now and the 2000 .com bubble and the potential for a consumer crunch. Markets are focusing on a $22 billion auction of 30-year bonds on Thursday and Wednesday's US inflation report for May, which may show a slightly faster pace of price increases.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg reporting on baseball's TV deal and WSJ's look at Father's Day gifts.

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