Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management  Stephanie Roth, Chief Economist at Wolfe Research  Kay Herr, CIO: US GFICC at JPMorgan Asset Management  Rep. French Hill, Chairman of the House Financial Services Committee  Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can susta...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, November 18th, 2025 Featuring: 1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, examines the pullback in retail and tech as investors brace for volatility around Fed policy. 2) Angela Stent, Senior Fellow at the American Enterprise Institute, dis...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Henrietta Treyz of Veda Partners & Citi's Ron Josey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Torsten Slok, Chief Economist at Apollo Global Management  Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods  Terry Haines, Founder at Pangaea Policy  Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank  Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, November 17th, 2025 Featuring: 1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels. 2) Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of ar...

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Bill Beach, Former Bureau of Labor Statistics Commissioner  Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute  Victoria Fernandez, Chief Market Strategist at Crossmark Glob...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Friday, November 14th, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment. 2) Francisco Blanch, Head of Global Commodities and Derivatives Research at...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with PIMCO's Tiffany Wilding & Keith Lerner of Truist. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services  Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research  Lisa Hornby, Head of US Fixed Income at Schroders Investment Management  Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco  Keith Lerner, CIO and Chief Market Strategist at Truist Advis...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 13th, 2025 Featuring: 1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schiller, Professor of Political Science at Brown U...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infrastructure Capital Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments  Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve&rsquo...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, November 12th, 2025 Featuring: 1) Russ Brownback, Deputy CIO of Global Fixed Income at BlackRock, discusses how the US is suffering from an affordability crisis, and not inflation persistence.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Chuck Clough of Clough Capital & Oppenheimer's John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Omar Aguilar, CEO & CIO at Schwab Asset Management - Henrietta Treyz, Director of Economic Policy Research at Veda Partners - Dan Skelly, Managing Director at Morgan Stanley Wealth Management - Venu Krishna, Head of US Equity Strategy at Barclays Omar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, November 11th, 2025 Featuring: 1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are j...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with BlackRock's Amanda Lynam & BNP's Greg Boutle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- San Francisco Fed President Mary Daly - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Lindsey Piegza, Chief Economist at Stifel - Meghan Swiber, US Rates Strategist at BofA Securities San Francisco Fed President Mary Daly joins to talk Fed policy and the state of the US economy as the government shutdown rolls on. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, November 10th, 2025 Featuring: 1) Talley Leger, Chief Market Strategist at Wealth Consulting Group, explains why easing inflation and expanding profit margins reinforce the bull market case. 2) Amanda Lynam, Head of Macro Credit Research at BlackRock, on the a...

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

- Stephanie Roth, Chief Economist at Wolfe Research - Brian Gardner, Chief Washington Policy Strategist at Stifel - Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management - Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management Stephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdo...

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, November 7th, 2025 1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at the Office of the U.S. Trade Representativ...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Holger Schmieding & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Cathie Wood, CEO at ARK Invest - Seema Shah, Chief Global Strategist at Principal Asset Management - Esther George, Former Kansas City Fed President - Jon Lieber, Managing Director: US, at The Eurasia Group & Former Policy Adviser to Sen. Mitch McConnell Cathie Wood, CEO at ARK Invest, discusses why she believes Tesla CEO Elon Musk's $1 trillion pay package is worth it for company stockholde...