Bloomberg Surveillance - podcast cover

Bloomberg Surveillance

Bloombergwww.bloomberg.com

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

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Episodes

Single Best Idea with Tom Keene: Sarah Wolfe & Rebecca Patterson

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

Jul 03, 20255 min

Bloomberg Surveillance TV: July 3rd, 2025

- Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - George Saravelos, Global Head: FX Strategy at Deutsche Bank - Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income George Saravelos, Global Head: FX Strategy at Deutsche Bank, discusses the path of the dollar and if it will continue to weaken. Michael Collins, Executive Portfolio Advisor: Multi-Sector at PGIM Fixed Income, discusses ...

Jul 03, 202529 min

The June Jobs Report and President's Tax Bill

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 3rd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, brings us into the June jobs report and talks about the health of the labor market. Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley and Kristina Campmany, Senior Portfolio Manager at Invesco, also offer their analysis of the jobs numbers....

Jul 03, 202543 min

Single Best Idea with Tom Keene: Maya MacGuineas & Matthew Winkler

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

Jul 02, 20254 min

Bloomberg Surveillance TV: July 2, 2025

- Kevin McCarthy, former Speaker of the US House of Representatives - Jeetu Patel, Chief Product Officer at Cisco - Wei Li, Global Chief Investment Strategist at BlackRock - Joe Lavorgna, Counselor to Secretary at the Treasury Department Kevin McCarthy, former Speaker of the US House of Representatives, joins to discuss President Trump's signature tax bill heading back to the House and what challenges current Speaker Mike Johnson faces and he aims for Republican solidarity in passing the bill. J...

Jul 02, 202530 min

Traders Closely Watch Tax Bill and Jobs Data

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 2nd, 2025 Featuring: 1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about market uncertainty and the underappreciated upside risk to equities. US equity futures held firm ahead of the June payrolls report and trade talks developments. Markets await the monthly payrolls report, which will offer fresh insight into the labor...

Jul 02, 202538 min

Single Best Idea with Tom Keene: Bob Michele & Brad Bechtel

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

Jul 01, 20253 min

Bloomberg Surveillance TV: July 1st, 2025

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Henrietta Treyz, co-founder at Veda Partners - Blerina Uruci, Chief US Economist at T. Rowe Price - Collin Martin, Fixed Income Strategist at Charles Schwab Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to discuss the sustainability of the equity rally and his S&P 500 target. Henrietta Treyz, co-founder at Veda Partners, talks about the latest on tax bill deliberations in the Se...

Jul 01, 202536 min

Traders Watch for Weakening Signs amid Market Highs

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 1st, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the outlook for yields and why there could be more bond investment in 2025. The 10-year Treasury yield declined four basis points to 4.19% in the early morning as investors increased wagers on the scale of potential Federal Reserve interest ra...

Jul 01, 202536 min

Single Best Idea with Tom Keene: Liz Ann Sonders & Heather Boushey

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

Jun 30, 20255 min

Bloomberg Surveillance TV: June 30, 2025

- Esther George, former President of the Federal Reserve Bank of Kansas City - Terry Haines, founder at Pangaea Policy - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld - Michael Kushma, CIO: Broad Markets Fixed Income at Morgan Stanley Investment Management Esther George, former President of the Federal Reserve Bank of Kansas City, joins to offer her outlook for the economy and this week's critical jobs report. Terry Haines, founder at Pangaea Policy, talks about Senate deliberati...

Jun 30, 202528 min

Markets Rally as Powell and Policy Uncertainty Loom

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 30th, 2025 Featuring: 1) Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, joins to talk about his quarterly fixed income outlook and the bond market's warning shot. Investors will also turn to upcoming economic data, including the monthly payrolls report due Thursday, to assess the strength of the economy and the outlook for rat...

Jun 30, 202539 min

Single Best Idea with Tom Keene: Troy Gayeski & Neil Dutta

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

Jun 27, 20254 min

Bloomberg Surveillance TV: June 27, 2025

- Chris Wright, US Secretary: Energy - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Marissa Adams, Head: Global Trade Solutions at HSBC - Alejandra Grindal, Chief Economist at Ned Davis Research Chris Wright, US Secretary: Energy, joins to discuss the outlook for energy and oil following the US' intervention into the Israel-Iran conflict. Tobin Marcus, Head: Policy & Politics at Wolfe Research, discusses the latest on the US tax bill going through Congress. Marissa Adams, He...

Jun 27, 202527 min

Market Rises amid Policy Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025 Featuring: 1) Neil Dutta, Head of US Economic Research at Renaissance Macro, reacts to PCE and breaks down the latest economic data. Stocks gained in early trading as the US moved closer to trade deals with China and other major trading partners, with expectations rising for Federal Reserve interest-rate cuts this year. 2) Monica Guerra, Executive Dir...

Jun 27, 202538 min

Single Best Idea with Tom Keene: Audrey Childe-Freeman & Tony Crescenzi

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

Jun 26, 20254 min

Bloomberg Surveillance TV: June 26, 2025

- Jim Zelter, President at Apollo Global Management - Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo - Lauren Goodwin, Chief Market Strategist at New York Life Investment - Mary Daly, President of the San Francisco Federal Reserve Jim Zelter, President at Apollo Global Management, offers his outlook for the markets and US economy amid geopolitical and inflation uncertainty. Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo, joins to talk about the rate path in th...

Jun 26, 202539 min

Markets Aim to Rally on Calming News and Data

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025 Featuring: 1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are declining in the early hours on bets that US interest-rate cuts could come sooner than expected, following a report that President Trump may fast-trac...

Jun 26, 202532 min

Single Best Idea with Tom Keene: Sam Stovall & Alicia Levine

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

Jun 25, 20255 min

Bloomberg Surveillance TV: June 25, 2025

- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley - Amrita Sen, Founder and Director of Research at Energy Aspects - Jon Lieber, Head: Research at Eurasia Group - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook for the US economy. Amrita Sen, Founder and Director of Research at Energy Aspects, talks about the possibility of an oil spike amid uncertainty surr...

Jun 25, 202520 min

Market and Inflation Outlook and a Shocking NYC Victory

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 25th, 2025 Featuring: 1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss his outlook for equities and the economy in the second half of 2025. Fed Chair Jay Powell told lawmakers that if inflation pressures remain contained, the Fed will cut rates sooner rather than later, but didn't point to a particular meeting, and markets are telling Powel...

Jun 25, 202528 min

Single Best Idea with Tom Keene: Gary Gensler

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

Jun 24, 20254 min

Bloomberg Surveillance TV: June 24, 2025

- Torsten Slok, Chief Economist at Apollo Management - David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General - French Hill, Republican Congressman from Arkansas - Innes McFee, Chief Global Economist at Oxford Economics Torsten Slok, Chief Economist at Apollo Management, joins to discuss the potential for a slowing economy in 2025 and possibility of interest rate cuts. David Deptula, Geopolitical Intelligence Group Member at Academy Securities ...

Jun 24, 202523 min

The Trump Economy and Israel-Iran Latest

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 24th, 2025 Featuring: 1) Gary Gensler, former SEC Chair and Professor of the Practice of Global Economics & Management at MIT, discusses his new text with Simon Johnson and others on the economic consequences of a second Trump administration as well as his experience in government as SEC Chair. It comes as Fed Chair Jay Powell is set to testify before Fed Ch...

Jun 24, 202541 min

Instant Reaction: Trump Announces Tentative Israel-Iran Ceasefire

President Donald Trump announced that Israel and Iran had agreed to a tentative ceasefire in their conflict that would begin around midnight Washington time on Monday. Trump, who made the surprise announcement on his Truth Social platform days after ordering airstrikes on Iran’s nuclear facilities, said the accord is aimed at a lasting end to the fighting. “On the assumption that everything works as it should, which it will, I would like to congratulate both Countries, Israel and Iran, on having...

Jun 23, 202515 min

Single Best Idea with Tom Keene: Richard Haass & Robert D. Kaplan

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

Jun 23, 20254 min

Bloomberg Surveillance TV: June 23, 2025

- Norman Roule, Senior Adviser at the Center for Strategic & International Studies - Daan Struyven, Head: Commodity Research at Goldman Sachs - Mark Esper, former US Secretary of Defense - Danny Danon, Israel's Ambassador to the United Nations Norman Roule, Senior Adviser at the Center for Strategic & International Studies, discusses the US strikes on Iran and what's next for conflict in the Middle East. Daan Struyven, Head: Commodity Research at Goldman Sachs, offers his outlook for oil...

Jun 23, 202527 min

Markets Pricing in US Strikes on Iran

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 23rd, 2025 Featuring: 1) Richard Haass, Senior Counselor with Centerview Partners & President Emeritus at Council on Foreign Relations, joins for a discussion on the Israel-Iran conflict. Iran vowed retaliation and continued attacks on Israel following US strikes on its nuclear facilities, fueling fears of a wider war in the Middle East and rattling global m...

Jun 23, 202548 min

Special Coverage: US Attacks Nuclear Sites in Iran

American bombers struck Iran’s three main nuclear sites overnight, putting the US directly into Tehran’s war with Israel despite President Donald Trump’s longtime promises to avoid new conflicts. Addressing the nation late on Saturday in Washington, Trump said Iran’s “key nuclear enrichment facilities have been completely and totally obliterated.” He threatened “far greater” attacks if Iran doesn’t make peace, raising the specter of even deeper US involvement in a Middle Eastern war that began w...

Jun 22, 202541 min

The Latest From Israel, Stock Picks and Supply Chain Disruption

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney June 20th, 2025 Featuring: 1) Dan Williams, Bloomberg News reporter, on President Donald Trump signaling he would give diplomacy a chance before deciding whether to strike Iran, dialing back on recent comments that suggested military action could be imminent. 2) David Katz, President and CIO of Matrix Asset Advisors, on why he is hopeful there will be some clarity i...

Jun 20, 202525 min
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