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 & Ira Jersey. 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: North America at PIMCO - Jon Lieber, Head: Research at Eurasia Group - Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee o...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, react to CPI and discusses weakening US labor data, as well as President Trump naming EJ Antoni the new BLS chief. Despite...

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

- Eric Rosengren, former President of the Federal Reserve Bank of Boston - Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs - Henrietta Treyz, co-founder at Veda Partners - Ryan Petersen, Chairman and CEO of Flexport Eric Rosengren, former President of the Federal Reserve Bank of Boston, joins to discuss recent eco data and outlook for the US labor market and potential for rate c...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 11th, 2025 Featuring: 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk about the AI rally and whether there will be more choppiness in equities to end 2025. Stocks erased gains as traders dialed back optimism that a su...

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

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America - Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee - John Vinh, Equity Research Analyst at Keybanc - Collin Martin, Fixed Income Strategist at Charles Schwab Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case an...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025 Featuring: 1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Th...

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

- Kate Moore, CIO: Wealth at Citi Wealth - Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee - Yelena Shulyatyeva, Senior US Economist at The Conference Board - Mark Hoplamazian, CEO at Hyatt Kate Moore, CIO: Wealth at Citi Wealth, discusses asset allocation and the equity bull case amid continued policy uncertainty out of Washington. Everett Eissenstat, former Chief...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 7th, 2025 Featuring: 1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, joins to discuss fixed income markets and portfolio positioning as she asses Fed rate cuts and eco fundamentals. Three Fed policymakers voiced concerns abo...

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

- Stephen Auth, CIO: Equity at Federated Hermes - Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group - Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC - Richard Greenfield, Partner at Lightshed Partners Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market o...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025 Featuring: 1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futu...

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

Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance Amanda Lynam, Head of Macro Credit Research, BlackRock  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 5th, 2025 Featuring: 1) Andrew Cuomo, NYC Mayoral candidate and former NY Governor, on the state of the race and how New York City is a national story. 2) Erica Groshen, former Commissioner of the Bureau of Labor Statistics and currently a Senior Advisor at Corn...

- Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research - Michelle Meyer, Chief Economist at the Mastercard Economics Institute - Lynn Martin, President at NYSE - Bill Dudley, Bloomberg Opinion columnist and former NY Fed President Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, discusses the outlook for the equity rally after President Trump's tariff dea...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 31st, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, offers her S&P target and talks about risks to the market and whether US government data can be trusted. Stocks clawed back some of last week’s steep losses as eq...

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

- Jamieson Greer, US Trade Representative at Office of the US Trade Representative - Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Tom Forte, Senior Consumer Internet Analyst at Maxim Group - Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income Jamieson Greer, US Trade Representative at...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 30th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Michael Darda, Chief Economist at Roth Capital, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the July jobs report. 2) Ernie Tedeschi, Director of Economics at t...

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

- Esther George, former President and CEO at the Federal Reserve Bank of Kansas City - Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School - Walter Piecyk, Partner at Lightshed Partners - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock Esther George, former President and CEO at the Federal Reserve Bank of Kansas City, joins to discuss Fed C...