Bloomberg Surveillance

Stephen Miran, Federal Reserve Governor  Gil Luria, Head of Technology Research at DA Davidson  Claudia Sahm, Chief Economist at New Century Advisors  Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management  Federal Reserve Governor Stephen Miran discusses why recent economic data should push policymakers in a dovish direction. Gil Luria, Head of Techno...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, November 21th, 2025 Featuring: 1) Cameron Dawson, CIO at NewEdge Wealth, reacts to recent market volatility and explains why the Fed faces a “choose your own adventure” policy dilemma. 2) Yelena Shulyatyeva, Senior Economist at the Confe...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former World Bank President David Malpass.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management  Nela Richardson, Chief Economist at ADP  Saira Malik, Chief Investment Officer at Nuveen  Angelo Zino, Senior Equity Analyst at CFRA  Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management and Nela Richardson, Chief Economist at ADP, react to the long-awaited September jobs report. Sai...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 20th, 2025 Featuring: 1) Jeffrey Cleveland, Director and Chief Economist at Payden & Rygel, reacts to the September US jobs report. 2) David Malpass, former President at the World Bank, on why cautious rate cuts may backfire by tightening financ...

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

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth  Frances Donald, Chief Economist at RBC  Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI  Libby Cantrill, Managing Director and Head of Public Policy at PIMCO  Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, November 19th, 2025 Featuring: 1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty. 2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence...

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...