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 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...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume...

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

- Jim Zelter, President at Apollo Global Management - French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas - Dan Ives, Global Head: Technology at Wedbush Securities - Seth Carpenter, Chief Global Economist at Morgan Stanley Jim Zelter, President at Apollo Global Management, discusses the US economic outlook as well as inflation and the labor market. French Hill, C...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 10th, 2025 Featuring: 1) Lindsey Piegza, Chief Economist at Stifel, brings us into PPI and discusses the outlook for inflation and whether she thinks the Fed should hike. It comes as US stocks are set to notch fresh highs after Oracle surged on a blowout outl...

- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Henrietta Treyz, co-founder at Veda Partners - Oksana Aronov, Head: Market Strategy at JPMorgan Asset Management - Walter Piecyk, Partner at Lightshed Partners Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins to discuss his S&P target and his outlook for equities and US growth. Henrietta Treyz, co-founder at Veda...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nancy Tengler & Craig Brandon. 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 SweeneySeptember 9th, 2025 Featuring: 1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bulli...

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates. The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year. Before the report, the...

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

- Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley - Jim Bianco, founder at Bianco Research - Eric Resnick, CEO at KSL Capital Partners - Tobin Marcus, Head: Policy & Politics at Wolfe Research Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley, joins to discuss her outlook for the labor market and a September rate cut. Jim Bianco, fo...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 8th, 2025 Featuring: 1) Steve Englander, Global Head of G10 FX Research and of North America Strategy at Standard Chartered, brings us into the market open and talks about a weak dollar, tomorrow's labor revisions, and his call for a 50bps cut in September. M...

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 & Claudia Sahm. 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 SweeneySeptember 5th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August jobs report and discuss the outlook for a rat...

- Howard Lutnick, US Commerce Secretary - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Michael Nathanson, Senior Analyst at Moffettnathanson Howard Lutnick, US Commerce Secretary, joins to discuss President Trump's economic priorities. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at B...

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

- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management - Subadra Rajappa, Head: US Rates Strategy at Societe Generale - Monica Guerra, Head: US Policy at Morgan Stanley - Brooke Roach, Analyst at Goldman Sachs Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening labor market and uncertain policy. Subadra Rajappa,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 4th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see signs that investors are becoming more conce...

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

- Nancy Lazar, Chief Global Economist at Piper Sandler - Mark Cabana, Head: US Rates Strategy at Bank of America - Libby Cantrill, Head: Public Policy at PIMCO - Kate McShane, Analyst at Goldman Sachs Nancy Lazar, Chief Global Economist at Piper Sandler, discusses recent eco data, US labor health, and growth of jobs in the private sector. Mark Cabana, Head: US Rates Strategy at Bank of America, ta...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney                                          September 3rd, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a di...

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

- Phil Orlando, Chief Equity Market Strategist at Federated Hermes - Leland Miller, CEO at China Beige Book - Ken Hoexter, Senior Analyst at Bank of America - Erin McLaughlin, Senior Economist at The Conference Board Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US growth concerns. Leland Miller, CEO at China Bei...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 2nd, 2025 Featuring: 1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets, discusses her S&P target and whether she remains bullish as summer wraps. Stocks fell alongside bonds in the premarket, driven by concerns over government finances an...