Bloomberg Surveillance

- Stephen Miran, Chairman of the White House Council of Economic Advisers - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Ed Mills, Washington Policy Analyst at Raymond James Stephen Miran, Chairman of the White House Council of Economic Advisers, joins to discuss how the White House is reacting to the April...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 2nd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, and Kristina Campmany, Senior Portfolio Manager at Invesco, react...

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

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Brian Gardner, Chief Washington Policy Strategist at Stifel - Dan Ives, Global Head: Technology at Wedbush Securities - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, discusses his most recent S&P 500 target and his outlook for US equiti...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 1st, 2025 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to talk "calm(er)" markets, labor data, and Investing Day. In the premarket, US equity futures rallied on stronger-than-expected tech earnings and relief over signs the Tr...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Peter Tchir. 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 - Ryan Petersen, Chairman, CEO, and founder of Flexport - Christopher Hughes, co-founder of Facebook - Eric Rosengren, Former President of the Federal Reserve Bank of Boston Max Kettner, Chief Multi-Asset Strategist at HSBC, looks ahead to this week's jobs report and other economic data soon-to-be-released, and whether he sees investors having to...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 30th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock, joins for an extended discussion on her weekly global credit report and discusses corporate credit spreads and signals from the bond market. Uncertainty continues to be the main th...

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

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America - Collin Martin, Fixed Income Strategist at Charles Schwab - Kathy Bostjancic Chief Economist at Nationwide - Stephanie Roth, Chief Economist at Wolfe Research Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, joins to discuss the outlook for US equities and whether fundamentals a...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 29th, 2025 Featuring: 1) Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, joins for a discussion on near term volatility in stocks and whether the bull run in international stocks is set to slow. Investors are tracking...

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

- Neil Dutta, Head: US Economic Research at Renaissance Macro - Kelly Ann Shaw, Partner at Hogan Lovells US - Abigail Yoder, Strategist: US Equity at JPMorgan - Amanda Lynam, Head: Macro Credit Research at BlackRock Neil Dutta, Head: US Economic Research at Renaissance Macro, joins to discuss whether he's becoming more bullish on the US economy or whether he believes data indicates an incoming slo...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 28th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, joins for a discussion about structural changes in the US economy, the incoming Fed decision and jobs day, and Fed independence. Sources say Federal Reserve Ch...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Hornbach and Tim Adams. 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 the Carlyle Group - Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department - Adena Friedman, Chair and CEO of Nasdaq Inc. - Nathan Sheets, Managing Director: Citi Research We are broadcasting from Washington as the IMF Spring Meetings come to a close. Jason Thomas, Head: Global Research & Investment Strategy at...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 25th, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the bond market, the Fed, and outlook for markets. The dollar strengthened in early trading, while the yen and Swiss franc retreated, as inve...

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

- Ed Yardeni, President at Yardeni Research - Nicolai Tangen, CEO of Norges Bank Investment Management - Philip Lane, Chief Economist at ECB - Jenny Johnson, CEO of Franklin Templeton Investments Ed Yardeni, President at Yardeni Research, discusses his equity outlook, whether he's revising his S&P 500 target as tariffs continue to be negotiated, and if he believes the US will enter a recession...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 24th, 2025 Featuring: 1) Jean Boivin, Head of the BlackRock Investment Institute, joins for an extended discussion on the global economic transformation and how US trade policy is just one piece of the broader geopolitical global economic transformation. As China...

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

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Joachim Nagel, President at Deutsche Bundesbank - Torsten Slok, Chief Economist at Apollo Management - Dan Ives, Head Global Technology at Wedbush Securities Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, offers his S&P 500 outlook amid further uncertainty about tariffs and corporate ear...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 23rd, 2025 Featuring: 1) Huw van Steenis, Vice Chair at Oliver Wyman, joins in studio for an extended discussion on Nixonian elements of Trump admin, global corporate and business confidence, and how it's all intersecting with what he sees in the financial and ba...

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

- Krishna Guha, Vice Chariman at Evercore ISI - Rob Sockin, Director: Research at Citi - Bill Dudley, Bloomberg Opinion columnist and former NY Fed President - Alex Nowrasteh, VP: Economic & Social Policy Studies at The Cato Institute Krishna Guha, Vice Chariman at Evercore ISI, offers his outlook for markets and the US economy amid a brutal April for markets. Rob Sockin, Director: Research at...