The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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 gas prices. Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, discusses equity 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 tariffs. The escalating trade war has led to a decline in global financial markets, with S&P 500...
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. Amrita Sen, founder and Director of Research at Energy Aspects, discusses the outlook for crude oil and e...
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 following President Trump's tariff reversal. Strategists have warned investors against buying the dip in eq...
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 Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about guidance and earnings from air...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 9th, 2025 Featuring: 1) Viktor Hjort, Global Head of Credit Strategy at BNP Paribas, joins to discuss the global bond selloff and whether the Fed will have to step in. The yield on 30-year US Treasuries briefly surpassed 5%, fueling the biggest selloff since 2020, with investors worried about President Donald Trump's tariffs and their potential impact on the ec...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dr. Paul Krugman & Libby Cantrill. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Stephen Miran, Chair of the Council of Economic Advisers - Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Skylar Montgomery-Koning, FX Strategist at Barclays - Nancy Lazar, Chief Global Economist at Piper Sandler & Co. Stephen Miran, Chair of the Council of Economic Advisers at The White House, joins to discuss President Trump's tariff strategy. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a discussion on the outlook fo...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 8th, 2025 Featuring: 1) Dr. Paul Krugman, economist and long time NY Times columnist, joins for an extended discussion about tariffs, trade wars, and DOGE. Investors remain on edge over tariff policy, inflation, and potential labor disruptions, as President Trump recently threatened to impose an additional 50% import tax on China if it doesn't pull back from it...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Damian Sassower & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets - Justin Wolfers, University of Michigan Professor of Public Policy - Ed Mills, Washington Policy Analyst at Raymond James - Meghan Graper, Global Co-Head: Debt Capital Markets at Barclays Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about the market selloff and whether the meltdown in equities is set to continue as long as tariffs stay in place. Justin Wolfers with the University of Michigan talks ab...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 7th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses her note this morning on why full recession pricing could send the S&P to 4,200. The RBC team led by Calvasina writes in note that the concern of many financial market participants seemed to rapidly swing from stagflation to recession on Thursday and Friday....
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta & Kate Moore. 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 - Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock - Michael Zezas, Global Head: Public Policy and Fixed Income at Morgan Stanley Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist, Jeffrey Rosenberg with BlackRock, and Wolfe Research's Stephanie Roth react to the March jobs report. Michael Zezas, Global Head: Pub...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 4th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Head: US Research at Renaissance Macro Research, and Jamie Patton, Co-Head of Global Rates at TCW, react to today's jobs figures and discuss the outlook for the Fed and Jay Powell. Traders have increased their expectations for the Federal Reserve to cut interest rates thi...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Holger Schmieding & Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Howard Lutnick, US Commerce Secretary - Jim Zelter, President at Apollo Global Management - Terry Haines, founder at Pangaea Policy US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff announcement. Jim Zelter, President at Apollo Global Management, talks about how markets will react to President Trump's tariffs. Terry Haines, founder at Pangaea Policy, discusses the political calculations behind President Trump's tariff decision. See omnystudio.com...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 3rd, 2025 Featuring: 1) Doug Irwin, professor at Dartmouth University, on the reset of the global trade order and whether countries will just move on without the US. The tariffs are expected to have significant economic implications, including higher US prices, slower growth, and possibly even a recession, with many countries likely to end up in a recession if ...
This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 On today's episode: President Donald Trump imposed the steepest American tariffs in a century as he steps up his campaign to reshape the global economy, sparking threats of retaliation and a selloff in ma...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jason Furman & Justin Wolfers. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Kelly Ann Shaw, Partner at Hogan Lovells US - Binky Chadha, Chief US Equity Strategist at Deutsche Bank - Seth Carpenter, Chief Global Economist at Morgan Stanley - Julia Coronado, founder and President at Macropolicy Perspectives Kelly Ann Shaw of Hogan Lovells discusses the potential market reaction and economic impact of President Trump's tariff plan, which will be unveiled late Wednesday afternoon. Deutsche Bank's Binky Chadha talks about whether equities could rebound from correction terr...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 2nd, 2025 Featuring: 1) Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his recent NYT opinion piece on why he believes tariffs are such a terrible idea. The tariffs, which will be announced today, are expected to take immediate effect, with countries able to negotiate to bring rates down. 2) Henrietta Treyz, co-found...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Clarida & Michael Nathanson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America - Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Ed Yardeni of Yardeni Research discusses why he's again lowering his S&P target for 2025. Tobin Marcus with Wolfe Research previews President Trump's "Liberation Day" tariff announcement and what ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 1st, 2025 Featuring: 1) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended discussion on how the Fed will digest this week's tariff announcement and the March payrolls data. President Trump's upcoming announcement on tariffs has created uncertainty, leading investors to be cautious and strategists to lower their esti...
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir 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 conversations with Kriti Gupta & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
