Bloomberg Surveillance

- Steve Witkoff, White House Special Envoy to the Middle East - Gennadiy Goldberg, Head: US Rates Strategy at TD Securities - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock - David Rubenstein, co-founder of The Carlyle Group Steve Witkoff, White House Special Envoy to the Middle East, joins for a discussion on rising Middle East tensions and the White House's str...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 19th, 2025 Featuring: 1)Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks about repositioning portfolios as geopolitical and trade risks continue to rise. Investors are likely to remain on edge...

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

- Peter Tchir, Head of Macro Strategy at Academy Securities - Ed Mills, Washington Policy Analyst at Raymond James - Pierre Ferragu, Head: Global Technology at New Street Research - Stephanie Roth, Chief Economist at Wolfe Research Peter Tchir with Academy Securities talks about whether the market will stabilize amidst a growing global trade war. Ed Mills of Raymond James talks about the geopoliti...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 19th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, discusses political uncertainty weighing on US equities and whether the market will see a bounce back this week as it awaits tariffs on April 2. It comes as Treasury Secretary Scott...

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

- Lotfi Karoui, Chief Credit Strategist at Goldman Sachs - Stephen Trent, Director: America Airlines Research at Citi - Henrietta Treyz, co-founder at Veda Partners - Neil Dutta, Head: US Economic Research at Renaissance Macro Research Lotfi Karoui with Goldman Sachs discusses opportunities in emerging markets during the recent US market selloff. Stephen Trent of Citi discusses the state of the US...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 18th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about why she lowered her S&P call and talks about her outlook for US equities. Calvasina says the new estimate takes into account a drop in the US GDP target by...

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

- Christopher Verrone, Head: Technical & Macro Strategy at Strategas - Ed Yardeni, President at Yardeni Research - Mark Rutte, NATO Secretary General - Torsten Slok, Chief Economist at Apollo Christopher Verrone of Strategas breaks down the fundamentals behind equities entering a technical correction and whether stock could continue their decline. Ed Yardeni of Yardeni Research talks about why...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 14th, 2025 Featuring: 1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses equities entering a correction and whether now's the right time to buy. the S&P 500 has fallen into its first 10% correction in almost two years, with con...

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

- Howard Lutnick, US Commerce Secretary - John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. - Bill Dudley, former President of NY Federal Reserve US Commerce Secretary Howard Lutnick joins Jon, Lisa, and Annmarie to discuss the latest on the Trump administration's tariff and economic policies. John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., talks about the...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 13th, 2025 Featuring: 1) Geoffrey Yu, Senior EMEA Strategist at BNY, joins for an extended discussion on the path for US rates and the American economy, as well as equities, amid mounting policy uncertainty. The risk of a US government shutdown comes at a moment...

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

- Max Kettner, Chief Multi-Asset Strategist at HSBC - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries - David Kelly, Chief Global Strategist at JPMorgan Asset Management - Mohamed El-Erian, President at Queens' College, Cambridge Max Kettner of HSBC discusses whether equities will be able to weather unclear tariff policy or if there will be a continued slide. Sheila Kahyaoglu, Man...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 12th, 2025 Featuring: 1) Mark Zandi, Chief Economist at Moody's, Adam Posen, President of the Petersen Institute for International Economics, and Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, react to today's CPI reading and discuss how i...

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

- Brian Levitt, Global Market Strategist at Invesco - Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management - Holly O'Neill, President: Retail Banking at Bank of America - Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management Brian Levitt of Invesco discusses whether the market could spiral into deeper losses given growing policy and economic unc...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 11th, 2025 Featuring: 1) Connecticut Governor Ned Lamont joins for an extended discussion US politics, working with the Trump administration, managing his state, and the future of the Democratic party. It comes as House Republicans have announced a spending bill...

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

- Veronica Clark, US Economist at Citi - Kelly Ann Shaw, Partner at Hogan Lovells - Barbara Reinhard, CIO: Multi Asset Strategist at Voya Investment Management - Neil Dutta, Head: US Economic Research at Renaissance Macro Research Veronica Clark with Citi breaks down the latest eco data from Friday and talks about growing economic uncertainty as President Trump's tariff policy takes shape. Kelly A...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 10th, 2025 Featuring: 1) Lindsey Piegza, Chief Economist at Stifel, reacts to Friday's jobs figures, previews CPI, and talks about how tariffs could affect US growth. President Donald Trump’s protectionist policies and cuts to the federal workforce have den...

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

- Mohamed El-Erian, President at Queens' College, Cambridge - Stephanie Roth, Chief US Economist at Wolfe Research - Kathy Jones, Chief Fixed Income Investment Strategist at Charles Schwab - Elsa Lignos, Global Head: FX Strategy at RBC - Frances Donald, Chief Economist at RBC We get reaction to Friday's critical February jobs report with Mohamed El-Erian of Queens' College Cambridge and Bloomberg...