Bloomberg Surveillance

- Scott Bessent, US Treasury Secretary - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Neil Dutta, Head: US Economic Research - David Kelly, Chief Global Strategist at JPMorgan Asset Management Scott Bessent, US Treasury Secretary, joins to discuss President Trump's economic priorities and tariff policy in the months ahead. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, t...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 15th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss their market and economic outlooks. Stocks advanced in early trading after Nvidia secured US as...

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

- Michael Darda, Chief Economist at Roth Capital Partners - Peter Tchir. Head: Macro Strategy at Academy Securities - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld - Vito Sperduto, Head: US Capital Markets at RBC Capital Markets Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us....

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 14th, 2025 Featuring: 1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, talks about the sustainability of the US equity rally and staying in the market. Stocks fell in early trading as the Trump administration escalated its trade war, with investors bracin...

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

- Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth - Steven Ricchiuto, Chief US Economist at Mizuho - Jeannette Lowe, Director: Policy Research at Strategas Securities - Angelo Zino, Head: Technology at CFRA Research Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth, joins to discuss his outlook for markets and a potential pullback in the equity rally. St...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 11th, 2025 Featuring: 1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., joins for an extended discussion on the sustainability of the equity rally and his S&P target as he remains one of Wall Street's leading bulls. Investor appetite for...

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

- Mike Pence, former US Vice President - Kaja Kallas, VP and Representative: Foreign Affairs & Security Policy at the European Commission - Liz Ann Sonders, Chief Investment Strategist at Charles Schwab - Liz Everett Krisberg, Head: Bank of America Institute Mike Pence, former US Vice President, talks about the second Trump administration's economic and political priorities and the outlook for...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 10th, 2025 Featuring: 1) NYC Mayor Eric Adams talks about his candidacy for re-election, the state of NYC and his former Democratic party, and working with President Trump amid federal funding fears. President Trump has been warning against the prospect of Zohran...

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

- Jean Boivin, Global Head: Research at BlackRock Investment Institute - Ed Mills, Washington Policy Analyst at Raymond James - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld - Nancy Lazar, Chief Global Economist at Piper Sandler Jean Boivin, Global Head: Research at BlackRock Investment Institute, talks about how markets are pricing in President Trump firming his tariff deadline an...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 9th, 2025 Featuring: 1) Nancy Lazar, Chief Global Strategist at Piper Sandler, joins to talk about the lack of job growth in the private sector and whether we could see an economic boom from a tax cut-tariff policy. Investors will parse minutes of the Federal Rese...

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

- Amanda Lynam, Head: Macro Credit Research at BlackRock - Rob Casey, Partner and Senior Analyst at Signum Global Advisors - Sarah Bianchi, Senior Managing Director at Evercore ISI - Cathie Wood, CEO at Ark Investment Management Amanda Lynam, Head: Macro Credit Research at BlackRock, joins to discuss bond market signals, credit spreads, and what market and economic activity is catching the attenti...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 8th, 2025 Featuring: 1) Ed Yardeni, President at Yardeni Research, joins for an extended discussion about the US equity rally and his updated S&P target amid tariff concerns. Tuesday’s steadiness in stocks reflects traders’ belief in a familiar pat...

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

- Katy Kaminski, Chief Research Strategist at Alphasimplex - Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates - Dan Ives, Global Head: Technology at Wedbush Securities - Ben Laidler, Head: Equity Strategy at Bradesco Securities Katy Kaminski, Chief Research Strategist at Alphasimplex, joins for a discussion on the outlook for equities in the US as President Trump's...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 7th, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses her cautious S&P outlook as political and market uncertainty remain front and center. Stocks retreated at the start of the week as US trading partners rushed t...

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

- Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - George Saravelos, Global Head: FX Strategy at Deutsche Bank - Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income George Saravelos, Global Head: FX Strategy at Deutsche Bank, discusses the path of the dollar and if it will continue to...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 3rd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, brings us into the June jobs report and talks about the health of the labor market. Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley and Kr...

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

- Kevin McCarthy, former Speaker of the US House of Representatives - Jeetu Patel, Chief Product Officer at Cisco - Wei Li, Global Chief Investment Strategist at BlackRock - Joe Lavorgna, Counselor to Secretary at the Treasury Department Kevin McCarthy, former Speaker of the US House of Representatives, joins to discuss President Trump's signature tax bill heading back to the House and what challe...