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

- Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group - Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America - Gregory Daco, Chief Economist at EY Parthenon - Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group, joins to...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 25th, 2025 Featuring: 1) David Rosenberg, Founder and President Rosenberg Research & Associates, joins for a discussion on rates, US inflation, and the importance of Fed independence. Federal Reserve Chair Jerome Powell is under attack by President Trump,...

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

- Ajay Rajadhyaksha, Global Chairman: Research at Barclays - Dan Ives, Global Head: Technology at Wedbush Securities - Libby Cantrill, Head: Public Policy at PIMCO - Nela Richardson, Chief Economist at ADP Ajay Rajadhyaksha, Global Chairman: Research at Barclays, discusses President Trump's visit to the Federal Reserve today and how Fed independence affects markets. Dan Ives, Global Head: Technolo...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 24th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins for an extended discussion about the equity rally and fundamentals driving markets higher. Global equities continued their rally as bulls drew fresh conviction from signs the U...

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

- Scott Bessent, Treasury Secretary of the United States - Howard Lutnick, Commerce Secretary of the United States - Jack Caffrey, Portfolio Manager at JPMorgan - Jill Ford, Co-Head: Equity Capital Markets at Wells Fargo Scott Bessent, Treasury Secretary of the United States, joins to discuss President Trump's economic priorities and the future of Fed Chair Jay Powell. Howard Lutnick, Commerce Sec...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 23rd, 2025 Featuring: 1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about equities' positive trend, fixed income stalemates, and dollar weakness. Global stocks have roared back from their April slump on expectations countries will strike...

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

- Andrew Hollenhorst, Chief US Economist at Citi - Russell Brownback, Head: Global Macro Positioning at BlackRock - Samuel Zief, Head: Global FX Strategy at JPMorgan - Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays Andrew Hollenhorst, Chief US Economist at Citi, discusses US inflation, the market rally, and Fed independence. Russell Brownback, Head: Global Macro Positioni...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 22nd, 2025 Featuring: 1) Adam Posen, President of the Peterson Institute for International Economics, joins for an extended discussion on trade, the dollar, and Fed independence. Stocks slipped Tuesday while investors braced for news from companies on how tariffs...

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

- Chris Harvey, Head: Equity Strategy at Wells Fargo - Angelo Zino, Head: Technology at CFRA - Charles Myers, Chairman and founder at Signum Global Advisors - Claudia Sahm, Chief Economist at New Century Advisors Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino,...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 21st, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses her S&P 500 target and whether equity markets will continue to push through policy and Fed uncertainty. It also comes amid European Union envoys getting ready...

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

- Christopher Waller, Member-Board of Governors at the Federal Reserve - Paul Atkins, Chairman of the SEC - Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs - Sonal Desai, CIO: Fixed Income at Franklin Templeton Christopher Waller, Member-Board of Governors at the Federal Reserve, joins for a discussion on Fed rate cuts and Fed independence. Paul Atkins, Chairman of the SEC, disc...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 18th, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion about the outlook for inflation and global growth as well as US equity bullishness. Global equities extended their advance on Friday as growing confi...

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

- Torsten Slok, Chief Economist at Apollo - Jim Bullard, Dean: Purdue University Business School - Jim DeMare, President: Global Markets at Bank of America - Scott Kirby, United Airlines CEO Torsten Slok, Chief Economist at Apollo, discusses his recent notes on the US economy and AI and also discusses Fed independence. Jim Bullard, Dean: Purdue University Business School, talks about the importanc...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 17th, 2025 Featuring: 1) Glenn Hubbard, Dean Emeritus at Columbia Business School, talks supply side economics and how it's been put into practice by the Trump administration as well as the impact of Fed independence on the US economy. President Trump said he woul...

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

- David Malpass, former President at the World Bank - Devin Ryan, Managing Director at Citizens - Pierre Ferragu, Head: Global Technology at New Street Research - Kara Murphy, CIO at Kestra Investment Management David Malpass, former President at the World Bank, joins to discuss President Trump's economic and political priorities both domestically and abroad. Devin Ryan, Managing Director at Citiz...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 16th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at BlackRock, joins to talk about corporate credit resilience amid continued policy shifts. Stocks slipped as negative tariff headlines and dialed-back expectations for interest-rate cuts prompte...

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