Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney October 23rd, 2025 1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026. 2) David Lebovitz, Global Market Strategist at JPMorgan Inve...

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

Darrell Cronk, Chief Investment Officer at Wells Fargo Ed Mills, Washington Policy Analyst at Raymond James Jane Foley, Head of FX Strategy at Rabobank Virginia Governor Glenn Youngkin (R) Darrell Cronk, Chief Investment Officer at Wells Fargo, shares his 2025 and 2026 year-end projections for the S&P 500. Ed Mills, Washington Policy Analyst at Raymond James, discusses President Trump’s...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney October 22nd, 2025 1) Wei Li, Global Chief Investment Strategist at BlackRock, gives her projection for corporate earnings and the US economy. 2) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses what's driving the retreat in oil price...

Netflix said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates.   The world’s most valuable entertainment company posted quarterly operating income of $3.24 billion, according to a statement Tuesday, about $400 million below its own forecast and analysts’ estimates. The company’s outlook for the...

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

- Drew Matus, Chief Market Strategist at MetLife - Paul Jacobson, Chief Financial Officer at General Motors - Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management - Earl Davis, Head of Fixed Income and Money Markets, BMO Global Asset Management Drew Matus, Chief Market Strategist at MetLife, discusses how investors are turning to earnings for a beat on the economy in the absence of...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 21st, 2025 Featuring: 1) Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares his outlook for Fed rate policy as markets grapple with tariffs and trade tensions. 2) Yelena Shulyatyeva, Senior US Economist at The...

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

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Innes McFee, Chief Global Economist at Oxford Economics Tom Tzitzouris, Head of Fixed Income Research at Strategas Terry Haines, Founder at Pangaea Policy Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses the recovery in stocks following credit fears that plagued markets last week. Innes McFee, Chief Global Economist at O...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 20th, 2025 Featuring: 1) Michael Green, Chief Strategist at Simplify Asset Management, joins for a discussion on index funds and the consequences of passive investing. 2) Henrietta Treyz, Managing Partner at Veda Partners, gives her perspective on trade talk...

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Follow the podcast wherever you listen, so you don't miss an episod...

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

Christian Sewing, Chief Executive Officer at Deutsche Bank Steve Pagliuca, Chair at Bain Capital and Co-Owner, Boston Celtics Stephen Ricchiuto, Chief US Economist at Mizuho Securities Mark Haefele, Chief Investment Officer at UBS Global Wealth Management Christian Sewing, Chief Executive Officer at Deutsche Bank, shares his outlook for markets and the global economy. Steve Pagliuca, Chair at Bain...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 17th, 2025 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, reacts to the latest corporate earnings. 2) Anna Wong, Chief US Economist at Bloomberg Economics, gives her assessment of the US economy amid the ongoing government shut...

- Christopher Waller, Member: Board of Governors at the Federal Reserve - Christopher Wright, US Energy Secretary - Scott Kirby, CEO of United Airlines - Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC Christopher Waller, Member: Board of Governors at the Federal Reserve, joins to discuss his outlook for the US economy and rate cuts. Christopher Wright, US Energy Sec...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025 Featuring: 1) Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses Treasury choppiness and the downward path of the 10-year. Meanwhile, gold soared to as high as $4,242 an ounce, taking gains this year to more than 60% as trade frictions and...

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

David Kelly, Chief Global Strategist at JPMorgan Asset Management Tiffany Wilding, Economist at PIMCO Gil Luria, Head of Technology Research at DA Davidson Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Ec...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David Gura October 15th, 2025 - Maurice Obstfeld, Senior Fellow at the Peterson Institute for International Economics & Professor of Economics at UC Berkeley, discusses why tariffs should not be relied on as a long-term revenue tool. - Chris Whalen, Founder and Chairman at...

- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services - Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets - Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard - Rep. Mike Lawler, New York (R) Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-Chin...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David Gura October 14th, 2025 - Lisa Shalett, Chief Investment Officer at Morgan Stanley Investment Management, discusses how the recent gold rally may signal reserve de-dollarization and a transformation in currency systems, involving stablecoins and cryptocurrencies. - Karen...

- Seema Shah, Chief Global Strategist at Principal Asset Management - Jean Boivin, Head of the BlackRock Investment Institute - Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser - Abigail Watt, US Economist at UBS Seema Shah, Chief Global Strategist at Principal Asset Management, shares her outlook for markets amid renewed hopes for a US-C...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David Gura October 13th, 2025 Featuring: - Galit Altstein, Bloomberg News Reporter in Tel Aviv, reacts to President Trump calling for “the historic dawn of a new Middle East” in an address to the Israeli parliament, as he visits the region to celebrate a deal haltin...

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