Bloomberg Surveillance

Geoffrey Yu, Senior Market Strategist at BNY  Dana Peterson, Chief Economist at The Conference Board  Andrew Bishop, Global Head of Policy Research at Signum Global  Dan Ives, Global Head of Tech Research at Wedbush Securities  Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Isabelle Lee Friday, January 2nd, 2026 Featuring: 1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains. 2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labo...

Michael Purves, CEO at Tallbacken Capital Advisors  Michael Reid, Senior US Economist at RBC  George Pollack, Senior US Policy Analyst at Signum Global  Barbara Doran, CEO & CIO at BD8 Capital  Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the Ameri...

Mark Cabana, Head of US Rates Strategy at BofA Global Research  Constance Hunter, Chief Economist at Economist Intelligence Unit  Dana D’Auria, Co-CIO & Group President at Envestnet  Nicole Bachaud, Labor Economist at ZipRecruiter  Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Tuesday, December 30th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026. 2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a...

Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes  Veronica Clark, Director of Citi Research at Citigroup Global Markets  Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group  Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely r...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, December 29th, 2025 Featuring: 1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the ris...

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Erin McLaughlin, Senior Economist at The Conference Board  Ed Mills, Washington Policy Analyst at Raymond James  George Goncalves, Head of US Macro Strategy at MUFG Americas  Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughl...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 26th, 2025 Featuring: 1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in...

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist  Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Terry Haines, Founder at Pangaea Policy  Michael O’Rourke, Chief Market Strategist at JonesTrading  Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reacti...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, December 24th, 2025 Featuring: 1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Vincent Reinhart, Chief Economist at BNY  Dan Skelly, Managing Director at Morgan Stanley Wealth Management  Mona Mahajan, Head of Investment Strategy at Edward Jones  Peter Supino, Senior Analyst at Wolfe Research  Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 23rd, 2025 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Federal Reserve Governor Stephen Miran  Neil Dutta, Head of US Economic Research at Renaissance Macro Research Marvin Loh, Senior Strategist: Global Macro at State Street  Patrick McHenry, Former Chair of the House Financial Services Committee  Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, December 22nd, 2025 Featuring: 1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investme...

US Trade Representative Jamieson Greer  Ohsung Kwon, Chief Equity Strategist, Wells Fargo  Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations  Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group  US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 19th, 2025 Featuring: 1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility. 2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Anna Wong, Chief US Economist for Bloomberg Economics.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring:  Brent Schutte, Chief Investment Officer, Northwestern Mutual Wealth Management Henrietta Treyz, Director of Economic Policy Research, Veda Partners Erika Najarian, Financial Sector Research Head Pooja Kumra TD Securities European & UK Rates Senior Strategist 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 Sweeney Thursday, December 18th, 2025 Featuring: 1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish ou...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Sheila Kahyaoglu, Senior Equity Research Analyst, Jefferies Rep. French Hill (R-AR) Elizabeth Economy, Hoover Institution Senior Fellow, US Commerce Department Former Senior China adviser 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 Sweeney Wednesday, December 17th, 2025 Featuring: 1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble. 2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest...