Bloomberg Surveillance

- 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...

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...