Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Claudia Sahm. 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 SweeneySeptember 5th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August jobs report and discuss the outlook for a rat...

- Howard Lutnick, US Commerce Secretary - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Michael Nathanson, Senior Analyst at Moffettnathanson Howard Lutnick, US Commerce Secretary, joins to discuss President Trump's economic priorities. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at B...

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

- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management - Subadra Rajappa, Head: US Rates Strategy at Societe Generale - Monica Guerra, Head: US Policy at Morgan Stanley - Brooke Roach, Analyst at Goldman Sachs Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening labor market and uncertain policy. Subadra Rajappa,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 4th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see signs that investors are becoming more conce...

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 & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Nancy Lazar, Chief Global Economist at Piper Sandler - Mark Cabana, Head: US Rates Strategy at Bank of America - Libby Cantrill, Head: Public Policy at PIMCO - Kate McShane, Analyst at Goldman Sachs Nancy Lazar, Chief Global Economist at Piper Sandler, discusses recent eco data, US labor health, and growth of jobs in the private sector. Mark Cabana, Head: US Rates Strategy at Bank of America, ta...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney                                          September 3rd, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a di...

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

- Phil Orlando, Chief Equity Market Strategist at Federated Hermes - Leland Miller, CEO at China Beige Book - Ken Hoexter, Senior Analyst at Bank of America - Erin McLaughlin, Senior Economist at The Conference Board Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US growth concerns. Leland Miller, CEO at China Bei...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 2nd, 2025 Featuring: 1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets, discusses her S&P target and whether she remains bullish as summer wraps. Stocks fell alongside bonds in the premarket, driven by concerns over government finances an...

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

- Krishna Guha, Vice Chairman at Evercore ISI - Heath Terry, Global Head: Tech and Communications Research at Citi - Dana Telsey, CEO at Telsey Advisory Group - Ryan Wang, US Economist at HSBC Krishna Guha, Vice Chairman at Evercore ISI, joins to talk about Fed independence and the US economic outlook. Heath Terry, Global Head: Tech and Communications Research at Citi, discusses covering equities...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 29th, 2025 Featuring: 1) Sarah Wolfe, Senior Economist with Morgan Stanley, Yelena Shulyateva, Senior Economist at The Conference Board, and Michael McKee, International Economics & Policy correspondent for Bloomberg News, react to PCE and discuss the outloo...

- Gita Gopinath, Deputy Managing Director at the IMF - Stuart Kaiser, Head: US Equity Trading at Citi - Dan Ives, Global Head: Technology at Wedbush Securities - Nela Richardson, Chief Economist at ADP Gita Gopinath, Deputy Managing Director at the IMF, joins to discuss leaving the IMF, her role at the IMF and her outlook for global economies, and ahead of her new role as John Zwaanstra Professor...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 28th, 2025 Featuring: 1) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. Analysts are staying bullish on Nvidia, boosting price targets after its results, citing the chip giant's longer-term pro...

Featuring: Eswar Prasad, Cornell University professor on Fed independence  Kate Kalutkiewicz, Trade Practice Lead, McLarty Associates on Tariffs Marc Short, Former Chief of Staff to Vice President Mike Pence on the White House See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tony Crescenzi and Adam Posen 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 SweeneyAugust 27th, 2025 Featuring: 1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenzi, Executive Vice President at PIMCO See omny...

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

- Lael Brainard, former Fed Vice Chair - Torsten Slok, Chief Economist at Apollo - Scott Lincicome, VP: General Economics at Cato Institute - Bill Dudley, former NY Fed President and Bloomberg Opinion columnist Lael Brainard, former Fed Vice Chair, joins to discuss the possible ouster of Fed governor Lisa Cook. Torsten Slok, Chief Economist at Apollo, breaks down recent economic data and risks to...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 26th, 2025 Featuring: 1) Libby Cantrill, Head: Public Policy at PIMCO, joins to talk about Lisa Cook and Fed independence as well as her note on the Trump admin aberration. President Trump moved to oust Federal Reserve Governor Lisa Cook following allegations th...

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

- Liz Thomas, Head: Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho - Robert Tipp, Chief Investment Strategist t PGIM Fixed Income - Veronica Clark, Director: Citi Research Liz Thomas, Head: Investment Strategy at SoFi, talks about the outlook for the equity rally with the Fed appearing ready to ease monetary policy. Steve Ricchiuto, Chief US Economist at Mizuho, breaks...