Bloomberg Surveillance

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

Transcribed - Published: 22 December 2025

Federal Reserve Governor Stephen Miran  Neil Dutta, Head of US Economic Research at Renaissance Macro Research Marvin Loh, Senior Strategist: Global Macro at State Street  Patrick McHenry, Former Chair of the House Financial Services Committee  Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.See omnystudio.com/listener for privacy information.

Transcribed - Published: 22 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, December 22nd, 2025 Featuring: 1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.See omnystudio.com/listener for privacy information.

Transcribed - Published: 22 December 2025

US Trade Representative Jamieson Greer  Ohsung Kwon, Chief Equity Strategist, Wells Fargo  Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations  Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group  US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, discusses the European Union’s deal to fund a 90 billion euro loan to Ukraine. Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, shares why she doesn’t believe investors should give up on AI in the year ahead.See omnystudio.com/listener for privacy information.

Transcribed - Published: 19 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 19th, 2025 Featuring: 1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility. 2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence. 3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examines how rate cut hopes and tech uncertainty are shaping equity market swings. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on YouTuber-turned-Boxer Jake Paul facing former world champion Anthony Joshua tonight, and a Bloomberg News story on new online scams targeting travelers.See omnystudio.com/listener for privacy information.

Transcribed - Published: 19 December 2025

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

Transcribed - Published: 18 December 2025

Featuring:  Brent Schutte, Chief Investment Officer, Northwestern Mutual Wealth Management Henrietta Treyz, Director of Economic Policy Research, Veda Partners Erika Najarian, Financial Sector Research Head Pooja Kumra TD Securities European & UK Rates Senior Strategist See omnystudio.com/listener for privacy information.

Transcribed - Published: 18 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 18th, 2025 Featuring: 1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish outlook for US equities into 2026.3) Dan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Trump Media & Technology Group's announced merger with TAE Technologies.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Financial Times reporting on a prominent New York investor being approached with by a major WBD shareholder, and a Wall Street Journal story on wealthy renters are customizing their spaces.See omnystudio.com/listener for privacy information.

Transcribed - Published: 18 December 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 17 December 2025

Featuring: Sheila Kahyaoglu, Senior Equity Research Analyst, Jefferies Rep. French Hill (R-AR) Elizabeth Economy, Hoover Institution Senior Fellow, US Commerce Department Former Senior China adviser See omnystudio.com/listener for privacy information.

Transcribed - Published: 17 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 17th, 2025 Featuring: 1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble. 2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026. 3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Costco's vacation packages, and a Bloomberg News story on how high coffee prices are changing how people get their daily brew.See omnystudio.com/listener for privacy information.

Transcribed - Published: 17 December 2025

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

Transcribed - Published: 16 December 2025

Frances Donald, Chief Economist at RBC  Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income  Terry Haines, Founder at Pangaea Policy  Elyas Galou, Senior Investment Strategist at BofA Securities  Lucy Baldwin, Global Head of Research at Citi  Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026. See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 16th, 2025 Featuring: 1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Hermès Birkin and Kelly handbags are so scarce that they're beating gold and the S&P 500.See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 December 2025

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners  Pooja Sriram, Vice President of US Economic Research at Barclays  Keith Lerner, Co-CIO and Chief Market Strategist at Truist  Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, December 15th, 2025 Featuring: 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026. 2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion. 3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today’s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 December 2025

Peter Tchir, Head of Macro Strategy at Academy Securities  Yelena Shulyatyeva, Senior US Economist at The Conference Board  Jason Bazinet, Global Head of Media and Entertainment at Citi  Liz Ann Sonders, Chief Investment Strategist at Charles Schwab  Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.See omnystudio.com/listener for privacy information.

Transcribed - Published: 12 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 12th, 2025 Featuring: 1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sector and balance sheet analysis.3) Sameer Singh, Co-Head of M&A North America at Citi, shares his 2026 outlook for the M&A space. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on growing interest in fully-furnished homes among luxury home buyers, and a Business Insider story on Canada's plans for its stockpiles of US-made alcohol.See omnystudio.com/listener for privacy information.

Transcribed - Published: 12 December 2025

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

Transcribed - Published: 11 December 2025

Featuring:  Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist See omnystudio.com/listener for privacy information.

Transcribed - Published: 11 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 11th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut. 2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern. 3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.See omnystudio.com/listener for privacy information.

Transcribed - Published: 11 December 2025

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

Transcribed - Published: 10 December 2025

Featuring:  Mike Wirth, Chevron CEO Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist Lindsey Piegza, Chief Economist, Stifel Nicolaus See omnystudio.com/listener for privacy information.

Transcribed - Published: 10 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 10th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, previews the Fed decision2) Robert Fishman, Moffettnathanson Senior Analyst, on WBD/Amazon/Paramount3) Amanda Agati, Chief Investment Officer of Asset Management at PNC Bank, on markets4) Lisa Mateo with a look at front page headlines across the countrySee omnystudio.com/listener for privacy information.

Transcribed - Published: 10 December 2025

Featuring:  John Stoltzfus, Oppenheimer & Co Chief Investment Strategist Michelle Weaver, US Thematic & Equity Strategist, Morgan Stanley Eswar Prasad, Senior Fellow at the Brookings Institution See omnystudio.com/listener for privacy information.

Transcribed - Published: 9 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 9th, 2025 Featuring: 1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management2) Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors3) Lionel Laurent, Bloomberg Opinion Columnist4) Lisa Mateo with a look at front page headlines across the countrySee omnystudio.com/listener for privacy information.

Transcribed - Published: 9 December 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bloomberg Intelligence analyst, Geetha Ranganathan Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Transcribed - Published: 8 December 2025

Featuring:  Christian Notling, Deutsche Bank Global Chief Investment Officer Rep. Patrick McHenry, former chair of the House Financial Services Committee Geetha Ranganathan, Bloomberg Intelligence media analyst Robert Fishman, Moffettnathanson Senior analyst See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 8th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock 2) Geetha Ranganathan, Bloomberg Intelligence media analyst\ 3) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 4) Anastasia Amoroso, Chief Investment Strategist at Partners GroupSee omnystudio.com/listener for privacy information.

Transcribed - Published: 8 December 2025

Featuring:  Doug Burgam, US Secretary of the Interior Kate Moore, Chief Investment Officer, Citi Wealth Constance Hunter, Chief Economist, Economist Intelligence See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 5th, 2025 Featuring: 1) Geetha Ranganathan, US Media Analyst for Bloomberg Intelligence, reacts to Netflix agreeing to acquire Warner Bros. Discovery in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. Under the deal announced Friday, Warner Bros. shareholders will receive $27.75 a share in cash and stock in Netflix. The total equity value of the deal is $72 billion, while the enterprise value of the deal is about $82.7 billion. 2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut expectations are lifting small and mid cap stocks more than big tech. 3) Felix Gillette, Bloomberg News Media & Telecom Reporter, joins to provide more analysis on the Netflix-WBD deal. 4) Barbara Reinhard, CIO of Multi Asset Strategies & Solutions at Voya Investment Management, on equities stabilizing as investors weigh rate cuts and BOJ contagion risks.See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 December 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley's Lisa Shalett & Erin McLaughlin of The Conference Board. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Transcribed - Published: 4 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 4th, 2025 Featuring: 1) Mona Mahajan, Head of Investment Strategy at Edward Jones, shares her expectations for a Fed rate cut next week and her earnings outlook for 2026. 2) Neil Shearing, Group Chief Economist at Capital Economics, discusses he believes why the Fed is unlikely to deliver the deep cuts markets expect. 3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine negotiations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on how tired Americans are spending more to avoid doing chores, and how sales of Manhattan luxury homes have surged following the election of Zohran Mamdani.See omnystudio.com/listener for privacy information.

Transcribed - Published: 4 December 2025

Featuring:  Binky Chadha, Chief Global Strategist, Deutsche Bank Sonal Desai, Fixed Income CIO, Franklin Templeton Angelo Zino, Head:Technology, CFRA See omnystudio.com/listener for privacy information.

Transcribed - Published: 4 December 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Piper Sandler's Nancy Lazar & Michael Green of Simplify Asset Management. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Transcribed - Published: 3 December 2025

Featuring:  Maya MacGuineas, Committee For A Responsible Federal Budget President Dana D'Auria, Envestnet Solutions Co-Chief Investment Officer  Thomas Hoenig, Former Kansas City Fed President See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 3rd, 2025 Featuring: 1) Nancy Lazar, Chief Global Economist at Piper Sandler, on how broadening earnings and big business strength are supporting GDP and the S&P despite weak labor data. 2) Michael Green, Chief Strategist at Simplify Asset Management, explains why modern mandatory costs like housing, childcare, healthcare, and transportation have reshaped the true poverty line. 3) Huw van Steenis, Vice Chair at Oliver Wyman, discusses UK banks passing harsh stress tests and the BOE’s push to unlock credit creation. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Waymo's self-driving cars suddenly behaving like New York cabbies, and New York Post reporting on the opening of a new luxury club in Midtown Manhattan.See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 December 2025

Jim Zelter, President at Apollo Global Management  Lindsey Piegza, Chief Economist at Stifel  Katy Kaminski, Chief Research Strategist at AlphaSimplex  Matt Shay, President of the National Retail Federation  Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.See omnystudio.com/listener for privacy information.

Transcribed - Published: 2 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Tuesday, December 2st, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, discusses BII's 2026 global investment outlook. 2) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses how the lower end consumer is entering a second recession with no access to liquidity or credit buffers. 3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Chipotle looking to push back against "slop bowl fatigue", and employers using bonus pools and cash awards to get workers using AI.See omnystudio.com/listener for privacy information.

Transcribed - Published: 2 December 2025

Alastair Pinder, Global Equity Strategist at HSBC  Ian Harnett, Chief Investment Strategist at Absolute Strategy Research  Amanda Lynam, Head of Macro Credit Research at BlackRock  Sen. Bill Cassidy, (R) Louisiana  Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer.See omnystudio.com/listener for privacy information.

Transcribed - Published: 1 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, December 1st, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, explains why 2026 calls for cautious optimism and broad portfolio diversification. 2) Henrietta Treyz, Co-Founder at Veda Partners, discusses the latest headlines out of Washington including President Trump hinting at his pick for Fed chair. 3) Brian Levitt, Chief Global Market Strategist at Invesco, discusses why private credit remains attractive amid stable inflation and easing policy. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the a strong holiday weekend at the box office for Disney's Zootopia 2, and a Wall Street Journal story on how DNA matches on sites like 23andMe are leading states to reconsider estate laws.See omnystudio.com/listener for privacy information.

Transcribed - Published: 1 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, November 28th, 2025 Featuring: 1) Max Kettner, Chief Multi-Asset Strategist at HSBC, explains why Q4 earnings expectations are at their lowest and what it means for markets. 2) Steve Sadove, former Chairman and CEO of Saks Inc., talks about holiday retail trends with 4 percent sales growth and strong inventory management. 3) Jeffrey Roach, Chief Economist at LPL Financial, examines how policy easing and tax refunds may provide economic tailwinds into next year. 4) Jordan Rochester, Head of FICC Strategy: EMEA at Mizuho, breaks down why the market is skeptical of long-term UK borrowing forecasts and leadership stability.See omnystudio.com/listener for privacy information.

Transcribed - Published: 28 November 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Andrew Slimmon of Morgan Stanley Investment ManagementSee omnystudio.com/listener for privacy information.

Transcribed - Published: 26 November 2025

Featuring:  Amy Wu Silverman, Head of Derivatives Strategy for RBC Wendy Schiller, professor at Brown University Barbara Doran, BD8 Capital Partners CEO/CIO See omnystudio.com/listener for privacy information.

Transcribed - Published: 26 November 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday November 26th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses the AI Revolution 2) Tiffany Yeh, Boston Consulting Group Managing Director, previews Black Friday 3) Andrew Slimmon of Morgan Stanley Investment Management discusses markets 4) Stephany Chen, Senior Vice President at Trinity Investments, on the Holiday travel seasonSee omnystudio.com/listener for privacy information.

Transcribed - Published: 26 November 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover InstitutionSee omnystudio.com/listener for privacy information.

Transcribed - Published: 25 November 2025

Featuring:  Peter Tchir, Head of Macro Strategy, Academy Securities Ed Al-Hussainy, Columbia Threadneedle Portfolio Manager:Fixed Income Kelly Ann Shaw, Akin Gump Strauss Hauer Mng Dir/Head:Global Multi-Asset Strategy See omnystudio.com/listener for privacy information.

Transcribed - Published: 25 November 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday November 25th, 2025 Featuring: 1) Elizabeth Economy, Hoover Institution At Stanford University Hargrove Senior Fellow, discusses China's long game with with US relations 2) Chris Whalen, Whalen Global Advisors Founder and Chairman, discusses the World's biggest banks and bitcoin 3) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of Washington D.C. 4) isa Mateo joins with the latest headlines in newspapers across the US, including tiny apartments in NYC and mastering the art of Thanksgiving dinner. See omnystudio.com/listener for privacy information.

Transcribed - Published: 25 November 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Lori Calvasina of RBC and Bloomberg Intelligence's Mike McGloneSee omnystudio.com/listener for privacy information.

Transcribed - Published: 24 November 2025

Featuring: Howard Lutnick, United States Secretary of Commerce Neil Dutta, Renaissance Macro Partner/Head:US Economic Research Morgan Stanley Chief US Equity Strategy Mike Wilson  See omnystudio.com/listener for privacy information.

Transcribed - Published: 24 November 2025