Bloomberg Surveillance

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...

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

- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank - Ohsung Kwon, Chief Equity Strategist at Wells Fargo - Katy Kaminski, Chief Research Strategist at AlphaSimplex Group - Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his expectations for the Fed's easing cycle into 20...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu Tuesday, October 28th, 2025 1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting. 2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate...

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigroup Global Markets Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade ag...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Monday, October 27th, 2025 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends. 2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-Ch...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kit Juckes and Jordan Rochester. 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 Sweeney Friday, October 24th, 2025 1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy. 2) Michael Darda, Managing Directo...

- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - George Pollack, Senior Analyst for US Policy at Signum Global - John Stoltzfus, Chief Investment Strategist at Oppenheimer David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying...

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

- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities - Thomas DiNapoli, New York State Comptroller Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his e...

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...