The US Market and Economic Picture
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 June 2026
⏱️ 38 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, June 3, 2026
Featuring:
1) Alicia Levine, CIO at BNY, joins to discuss her new S&P target and what could continue to allow the market to melt higher.
2) Dean Curnutt, founder at Macro Risk Advisors, joins to talk S&P outlook, the VIX, and AI risks and opportunities.
3) Leslie Palti-Guzman, founder at Energy Vista, talks about outlook for oil and natural gas prices amid the war in Iran.
4) Veronica Clark, US Economist with Citi, previews jobs day and discusses inflation and the Fed.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Looking for more investing options. Meet Sibo, the exchange that pioneered options trading. With |
| 0:04.9 | exclusive trading products like VIX and SPX options, CBO can help you trade in any market |
| 0:09.4 | environment. There are risks associated with CBO company products. Review the disclosures and disclaimers |
| 0:13.1 | at CBO.com slash US underscore disclaimers. Some follow the noise. Bloomberg follows the money, |
| 0:20.6 | because behind every headline is a bottom line. |
| 0:24.4 | Whether it's the funds fueling AI or crypto's trillion dollar swings, there's a money side to every story. |
| 0:31.6 | And when you see the money side, you understand what others miss. Get the money side of the story. |
| 0:38.0 | Subscribe now at Bloomberg.com. |
| 0:45.0 | Bloomberg Audio Studios, |
| 0:47.6 | Podcasts, Radio News. |
| 0:57.6 | This is the Bloomberg Surveillance Podcast. |
| 1:04.8 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:09.7 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:14.9 | Joining us now, Alicia Levine, CIO, B&ML's with prodigious math skews. |
| 1:16.9 | I'm going to go right to the math right now. |
| 1:20.0 | Skew, which is the third cross moment. |
| 1:21.3 | We're not going to go to the math, folks. |
| 1:22.9 | It's math for you Wednesday. |
| 1:25.2 | Okay, skew is nuts. |
| 1:27.1 | That's my scientific analysis. We've never been here. What's it |
| 1:29.4 | mean for you to see the cross moments nuts? It's, it's, well, I won't say it's nuts. I'd say |
| 1:35.7 | the earnings are driving all of this and the expectation of an explosion of earnings. So it's not |
... |
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