Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 6th, 2025 1) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate de...

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley - Kathryn Wylde, President & CEO at Partnership for New York City - Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein - Jim Zelter, President at Apollo Global Management Michael Gapen, Chief U...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, November 5th, 2025 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks market momentum and risk factors heading into 2026. 2) Jennifer Lawless, Professor of Politics & Public Policy at University of Virginia, on Democrats' el...

- Torsten Slok, Chief Economist at Apollo Global Management - Henrietta Treyz, Director of Economic Policy Research at Veda Partners - Henry Allen, Macro Strategist at Deutsche Bank - Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research Torsten Slok, Chief Economist at Apollo Global Management, discusses the growing divide between Fed policymakers. Henrietta...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Tuesday, November 4th, 2025 1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals. 2) Jennifer Lee, Senior Eco...

- Federal Reserve Governor Stephen Miran - Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley - Amanda Lynam, Head of Macro Credit Strategy at BlackRock - Nancy Lazar, Chief Global Economist at Piper Sandler Federal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and C...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, November 3rd, 2025 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations...

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management - Gene Munster, Managing Partner at Deepwater Asset Management - Ed Mills, Washington Policy Analyst at Raymond James - Winnie Cisar, Global Head of Strategy at CreditSights Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munste...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, October 30th, 2025 1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech e...

- Stuart Kaiser, Head of Equity Trading Strategy at Citi - Leland Miller, CEO of China Beige Book - Sonal Desai, CIO for Fixed Income at Franklin Templeton - US Energy Secretary Chris Wright Stuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO of China Beige Book, discusses the state of US-Chin...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaThursday, October 30th, 2025 1) Joe Davis, Chief Economist and Global Head of Investment Strategy at Vanguard, shares his outlook for US rate policy following the Fed's second rate cut of the year. 2) Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign...

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop...

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

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock - Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research - Mary Lovely, Senior Fellow at the Peterson Institute Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednesday's FOMC rate decision and the potential impact...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, October 29th, 2025 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum. 2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FO...

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

- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank - Ohsung Kwon, Chief Equity Strategist at Wells Fargo - Katy Kaminski, Chief Research Strategist at AlphaSimplex Group - Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his expectations for the Fed's easing cycle into 20...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu Tuesday, October 28th, 2025 1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting. 2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate...

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigroup Global Markets Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade ag...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Monday, October 27th, 2025 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends. 2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-Ch...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kit Juckes and Jordan Rochester. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Friday, October 24th, 2025 1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy. 2) Michael Darda, Managing Directo...

- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - George Pollack, Senior Analyst for US Policy at Signum Global - John Stoltzfus, Chief Investment Strategist at Oppenheimer David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying...

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

- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities - Thomas DiNapoli, New York State Comptroller Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his e...