Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025 Featuring: 1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand...

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

- Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley - Krishna Guha, Vice Chairman at Evercore ISI - Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management - Venu Krishna, Head: US Equity Strategy at Barclays Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, discusses his outlook for the US economy and investment opportunities across equities, fixed incom...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 22nd, 2025 Featuring: 1) Wei Lei, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on staying risk on and sticking with the AI theme. US stocks are set to pull back from all-time highs, with traders dialing back risk at the st...

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School - Claudia Sahm, Chief Economist at New Century Advisors - Marissa Adams, Head: Global Trade Solutions at HSBC - Jeannette Lowe, Director: Policy Research at Strategas Securities James Bullard, former St. Louis Fed President and Dean of Purdue Business School, discusses this week's Fed decision and the outlook for ra...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 19th, 2025 Featuring: 1) Yelena Shulyatyeva, Senior Economist at the Conference Board, joins for a discussion on the Fed's rate cut and the US economic outlook. US stocks are set for a quieter finish to a busy week after the Federal Reserve’s first step...

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

- Gargi Chaudhuri, Chief Investment Strategist at BlackRock - Esther George, Former President at the Federal Reserve Bank of Kansas City - Dan Ives, Global Head: Technology at Wedbush Securities - Nela Richardson, Chief Economist at ADP Gargi Chaudhuri, Chief Investment Strategist at BlackRock, discusses the outlook for the equity rally as well as market risks after yesterday's Fed rate cut. Esthe...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 18th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, joins for an extended discussion on the US labor market, inflation, and the Fed balancing its dual mandate. Fed Chair Jay Powell rallied a deeply divided committee of policymakers behind an inte...

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. Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House...

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 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 Andrew Hollenhorst & Matthew Hornbach. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Brian Moynihan, CEO at Bank of America - Jim DeMare, Co-President at Bank of America - Savita Subramanian, Head of US Equity and Quantitative Strategy at Bank of America - Aditya Bhave, Senior US Economist at Bank of America A special edition of the Surveillance from Bank of America’s trading floor in NYC, featuring conversations with Bank of America CEO Brian Moynihan, Co-President Jim De...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 17th, 2025 Featuring: 1) Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on Treasury steepening and what it indicates about rate easing over the next 12 months. Stocks treaded water as markets saw muted moves across most asset classes, with tr...

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

- Steven Ricchiuto, Chief US Economist at Mizuho - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP - Elyas Galou, Senior Investment Strategist at Bank of America Steven Ricchiuto, Chief US Economist at Mizuho, discusses the outlook for the US economy as the Fed appears to begin its next easing cycle. Ian Lyngen, Head: U...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 16th, 2025 Featuring: 1) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY, on her S&P target and the sustainability of the equity rally. Stock bulls are riding high ahead of the Fed’s widely expected 25-basis-poin...

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

- Christian Nolting, Global CIO at Deutsche Bank - Bill Dudley, Bloomberg Opinion columnist and former NY Fed President - Greg Peters, Co-CIO at PGIM Fixed Income - Abigal Watt, Economist at UBS Christian Nolting, Global CIO at Deutsche Bank, offers his equity outlook in the US and across global economies. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his latest c...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 15th, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, joins for a discussion on the equity rally and the headwinds US and global markets face through 2025. A quarter-point reduction in interest rates is seen as likely whe...

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

Featuring:  - John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist - Robert Fishman, Moffettnathanson Senior Associate - Andrew Hollenhorst, Citigroup Global Markets Chief US Economist 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 12th, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, previews President Trump's visit to England. 2) Claudia Sahm, Chief Economist at New Century Advisors, looks ahead to the Fed meeting and interest rate decision. 3) Robert Teeter, Chi...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gershon Distenfeld & Anna Wong. 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 at PIMCO - Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR - Tom Michaud, CEO at KBW David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rat...