Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney April 22nd, 2025 Featuring: 1) Jeff deGraaf, Chairman and Head: Technical Research at Renaissance Macro Research, joins for a discussion on Jay Powell, market risks, and tariffs. US stocks were higher in futures trading this morning as equities are set to bounce back...

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

- Cam Dawson, CIO at NewEdge Wealth - Terry Haines, founder at Pangaea Policy - Leland Miller, CEO at China Beige Book - Barbara Doran, CEO and CIO at BD8 Capital Partners Cam Dawson, CIO at NewEdge Wealth, joins for a discussion on her 2025 outlook and whether equities could rebound amid volatility in the first quarter of the year. Terry Haines, founder at Pangaea Policy, discusses President Trum...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 21st, 2025 Featuring: 1) Julia Coronado, President/Founder of Macropolicy Perspectives, joins to discuss the precarious position the Fed is put in amid incoming tariffs and the possibility of higher inflation, and when or if Jay Powell will cut rates this ye...

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

- Mohamed El-Erian, President of Queens' College, Cambridge - Kelly Ann Shaw, Partner at Hogan Lovells US - Jean Boivin, Global Head: Research & Investment Institute at BlackRock - Lauren Goodwin, Chief Market Strategist at New York Life Investment Management Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist and Jean Boivin, Global Head: Research & I...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 17th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock, talks about signals from the bond market, corporate credit spreads, and whether the market just experienced a tariff tantrum or whether deeper problems lie underneath. Following bo...

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

- Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth - Rick Rieder, CIO: Global Fixed Income at BlackRock - Eric Cantor, Vice Chairman at Moelis & Co - John Kirby, CEO at United Airlines Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her outlook for equities and whether she believes they'll end the year in positive territory amid tariff poli...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 16th, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the market backdrop amid the US tariff pause and the near- and long-term risks of a financial accident. Investors get hints of economic sentiment...

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

- Glenn Youngkin, Governor of Virginia - Priya Misra, Portfolio Manager at JPMorgan Asset Management - Terry Haines, founder at Pangaea Policy - Ken Leon, Director of Equity Research at CFRA Republican Virginia Governor Glenn Youngkin sits down with Surveillance to discuss his policy initiatives for the state, how the Republican party is functioning in a second Trump term, and his response to the...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 15th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, talks about whether the US is staring down a financial crisis as President Trump negotiates trade deals with other countries. While stocks are getting a boost as President Trump floats a potential...

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

- Peter Tchir, Head: Macro Strategy at Academy Securities - Nela Richardson, Chief Economist at ADP - Henrietta Treyz, co-founder and Managing Partner at Veda Partners - David Ellison, Portfolio Manager at Hennessy Funds Peter Tchir, Head: Macro Strategy at Academy Securities and ADP's Nela Richardson discuss the outlook for equities and potential for further market volatility amid uncertain tarif...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 14th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on the outlook for equities and where her S&P target stands. Stocks jumped once President Trump paused import duties on consumer elect...

Investors are on edge as rapid tariff headlines inject unprecedented volatility across global markets. Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz set the stage for the week ahead with insight and commentary from some of the biggest names on Wall Street. - Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management - Libby Cantrill, Managing Director & Head of Pub...

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

- Christopher Wright, US Energy Secretary - Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors - Savita Subramanian, Head: US Equity & Quantitative Strategy - Tony Crescenzi, Exec VP and Generalist Portfolio Manager at PIMCO US Energy Secretary Christopher Wright discusses the Trump administration's energy strategy amid a trade war with China and the outlook for energy and g...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney April 11th, 2025 Featuring: 1) Jordan Rochester, Head: FICC Macro Strategy EMEA at Mizuho, on rapid de-dollarization as the trade war with China heats up. China is raising tariffs on all US goods from 84% to 125% starting April 12, in response to the US's latest...

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

- Russ Koesterich, Portfolio Manager at BlackRock - Dr. Amrita Sen, founder and Director of Research at Energy Aspects - Erika Najarian, Equity Research Analyst at UBS - Torsten Slok, Chief Economist at Apollo Russ Koesterich, Portfolio Manager at BlackRock, discusses the equity rebound following President Trump's tariff reversal and whether the market could continue its climb from here. Dr. Amrit...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 10th, 2025 Featuring: 1) Patrick Armstrong, CIO at Plurimi Wealth, Tiffany Wilding, Economist: North America at PIMCO, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss the outlook for bonds and equities followi...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ira Jersey & Pat Haskell. 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 - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries - Richard Bernstein, CEO and CIO at Richard Bernstein Advisors - Ruchir Sharma, CIO at Breakout Capital Partners Chris Harvey, Head: Equity Strategy at Wells Fargo, joins to discuss whether equities could fall further now that President Trump's tariffs have taken effect. Sheila K...