Bloomberg Surveillance

- Ed Mills, Washington Policy Analyst at Raymond James - Leslie Falconio, Head: Taxable Fixed Income Strategy - Sinead Colton Grant, CIO at BNY Wealth - Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about rec...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 11th, 2025 Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, talks asset allocation and the outlook for the S&P and US economic growth Meghan Robson, Head of US Credit Strategy at BNP Paribas, talks about credit spreads a...

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

- Nela Richardson, Chief Economist at ADP - Tobin Markets, Head: Policy & Politics at Wolfe Research - Francisco Blanch, Head: Global Commodities at Back of America - Erin Browne, Portfolio Manager at PIMCO Nela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about P...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 10th, 2025 Featuring: Cam Dawson, CIO at NewEdge Wealth, talks about equites, tech CapEx, and inflation data Robert D. Kaplan, author and geopolitical risk expert, discusses his new book, the geopolitical implications of President Trump's expansionist ideas an...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ellen Zenter & Anna Wong. 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 Management - Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock - Schweta Khajuria, Senior Research Analyst at Wolfe Research - Terry Haines, founder at Pangaea Policy We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's e...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 7th, 2025 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, an...

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

- Darrell Cronk CIO: Wealth & Investment at Wells Fargo - Ed Mills, Washington Policy Analyst at Raymond James - Reid Hoffman, founder at Manas AI - Sonia Meskin, Economist at UBS Securities Darrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discus...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025 Featuring: Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course David Rosenberg, founder and President at Rosenberg Research, join...

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

- Thomas Barkin, President of the Richmond Federal Reserve Bank - Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management - Mike Wirth, Chairman at Chevron - Hugh Johnston, CFO of The Walt Disney Company Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosn...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 5th, 2025 Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty Mona Mahajan, Senior Investment Strateg...

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

- Frances Donald, Chief Economist at RBC - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - George Saravelos, Global Head: FX Research at Deutsche Bank - Dan Ives, Global Head of Technology Research at Wedbush Securities Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine S...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 4th, 2025 Featuring: Stephanie Roth, Chief Economist at Wolfe Research, discusses whether the threat of tariffs could affect the US economy and how the Fed might be pricing in tariff policy James Steel, Chief Commodities Analyst with HSBC, talks about volatili...

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

- Jason Furman, Professor of the Practice of Economic Policy at Harvard - Amrita Sen, founder at Energy Aspects - Stephen Stanley, Chief Economist at Santander - Earl Davis, Head: Fixed Income at BMO Asset Management Tariffs are in focus for markets all week as traders evaluate the fallout of President Trump's economic policies. Jason Furman of Harvard discusses the implementation of tariffs and i...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 3rd, 2025 Featuring: Doug Irwin, Dartmouth Professor of Economics and global trade expert, on the US trade war Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about the early reaction from investors on the trade war Gautam Mukunda, pro...

Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price Adam Posen, President, PIIE Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO     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 SweeneyJanuary 31st, 2025 Featuring: Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence Simona Mocuta, Chief Economist at State Street Jen Flitton, Head of US Government Affairs at Invesco Lisa Mateo on newspapers See omnystudio.com/listener for privacy information...

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde 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 a conversation with Captain Richard Levy Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Mike Wilson, Chief US Equity Strategist/Chief Investment Officer Cameron Dawson, Chief Investment Officer, NewEdge Wealth Sonal Desai, Fixed Income CIO, Franklin Templeton See omnystudio.com/listener for privacy information.