Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 13, 2025•4 min
- Danny Danon, Israel's Ambassador to the United Nations - Robert Tipp, Chief Investment Strategist at PGIM Fixed Income - Steven Cook, Senior Fellow: Middle East at Council on Foreign Relations - Jim Farley, President & CEO at Ford Motor Co. Danny Danon, Israel's Ambassador to the United Nations, discusses the latest developments in the Israeli airstrikes on Iran. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, joins to discuss the Treasury outlook after yesterday's auction a...
Jun 13, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 13th, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, joins for a discussion on the reshaped geopolitical landscape after Israel's strike on Iran. The conflict could impact oil prices, with scenarios ranging from a moderate increase to $75 per barrel if Iran's oil facilities are attacked, to a more extreme scenario of $130 per barrel if the...
Jun 13, 2025•45 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frances Donald & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 12, 2025•4 min
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management - Norman Roule, Senior Adviser at Center for Strategic & International Studies - Frances Donald, Chief Economist at RBC - Adam Posen, President at the Peterson Institute for International Economics Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to react to PPI and discusses signals from the bond market. Norman Roule, Senior Adviser at Center for Strategic & Internationa...
Jun 12, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 12th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, joins for a discussion on CPI and the labor market and whether the Fed will be late to cut rates. The Federal Reserve is rewriting its strategy document to balance the lessons learned from low inflation before the pandemic and the painful high inflation that followed, aiming to maximize economic be...
Jun 12, 2025•34 min
A Boeing Co. 787 Dreamliner aircraft operated by Air India that was bound for London crashed shortly after taking off in Ahmedabad, in what stands to be the worst accident involving the US planemaker’s most advanced widebody airliner. Flight AI171 was carrying 242 passengers and crew. Video footage shared on social media showed a giant plume of smoke engulfing the crash site, with no reports of survivors. The aircraft entered a slow descent shortly after taking off, with its landing gear still e...
Jun 12, 2025•6 min
- Bob Diamond, CEO at Atlas Merchant Capital - Torsten Slok, Chief Economist at Apollo - Seth Carpenter, Chief Global Economist at Morgan Stanley - David Kelly, Chief Global Strategist at JPMorgan Asset Management Bob Diamond, CEO at Atlas Merchant Capital, joins for a discussion on markets and talks about the outlook for US equities and the US economy. Torsten Slok, Chief Economist at Apollo, talks about the potential for a credit crunch and US slowdown. Seth Carpenter, Chief Global Economist a...
Jun 11, 2025•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 11th, 2025 Featuring: 1) Mona Mahajan, Senior Investment Strategist at Edward Jones, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Winnie Cisar, Global Head: Strategy at CreditInsights, react to CPI. While the CPI reading remains important as an indicator of the path of US inflation, traders are waiting to get clarification on what...
Jun 11, 2025•54 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Isabelle Mateos y Lago & Francisco Blanch. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 10, 2025•4 min
- Mike Wilson, Chief US Equity Strategist at Morgan Stanley - Matt Luzzetti, Chief US Economist at Deutsche Bank - Henrietta Treyz, co-founder at Veda Partners - Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses whether the equity rally since April can continue with less choppiness than many anticipate. Matt Luzzetti, Chief US Economist at Deutsche Bank, joins for a preview of CPI and where he believes th...
Jun 10, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 10th, 2025 Featuring: 1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins in studio for a discussion on the global impact of tariffs and what to expect from CPI. It comes as the US and China are resuming trade talks in London, aiming to agree on exports of key tech and industrial goods and avoid escalating their trade war. The outcome of the ...
Jun 10, 2025•45 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Laidler & Charles Kantor. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 09, 2025•4 min
- Andrew Hollenhorst, Chief US Economist at Citi - Elizabeth Economy, Senior Fellow at the Hoover Institution - Francisco Blanch, Head: Global Commodities at Bank of America - Claudia Sahm, Chief Economist at New Century Advisors Andrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negot...
Jun 09, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 9th, 2025 Featuring: 1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty. 2) Henrietta Treyz, co-founder ...
Jun 09, 2025•30 min
Former New York Governor Andrew joined Bloomberg Surveillance to talk about his candidacy for Mayor of New York City, President Trump's immigration policies and the state of the Democratic party. He speaks with Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.
Jun 09, 2025•26 min
- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Dan Ives, Global Head of Technology at Wedbush Securities - Ed Mills, Washington Policy Analyst with Raymond James Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. Jeffrey Rosenberg, Portfolio Manager: Systemat...
Jun 06, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 6th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, and Kristina Campmany, Senior Portfolio Manager with Invesco, react to the May nonfarm payrolls report. Data released earlier this week signaled a softening labor market, which reinforced expectations that the Fed...
Jun 06, 2025•39 min
- Mike Johnson, Republican Speaker of the House of Representatives - Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI - Jordan Rochester, Head: FICC Strategy at Mizuho - Krishna Memani, CIO at Lafayette College Mike Johnson, Republican Speaker of the House of Representatives, joins for a discussion on the House tax bill and how he hopes his party will look to get it passed through the Senate. Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore I...
Jun 05, 2025•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 5th, 2025 Featuring: 1) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for an extended discussion on labor market strength and whether we are on the cusp of a breaking of US labor. Friday's jobs report is expected to show slowed growth in nonfarm payrolls and a steady unemployment rate, with traders awaiting fresh data on the US economy. 2) V...
Jun 05, 2025•33 min
- Kate Moore, CIO at Citi Wealth - Wendy Schiller, professor at Brown University - Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management - Molly Brooks, US Rates Strategist at TD Securities Kate Moore, CIO at Citi Wealth, offers her outlook for equities in 2025 as trade tensions heighten while good jobs data reinforces a rally. Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, discusses continued warning signs about the US economy coming from ...
Jun 04, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 4th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman of Goldman Sachs, joins to discuss the Fed, interest rates, and resiliency of the US economy. US stock futures hold onto two days of gains as investors await labor market data, which has so far held up better than expected amid the Trump administration's trade war. 2) Ernie Tedeschi, Director of Economics at t...
Jun 04, 2025•43 min
-Leland Miller, co-founder and CEO of China Beige Book -Matt Wood, Global and US Commercial Technology & Innovation Officer, PwC -Rep. Andy Barr (R-KY) See omnystudio.com/listener for privacy information.
Jun 04, 2025•21 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tom Porcelli and Tony Capuano Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 03, 2025•3 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & David GuraJune 3nd, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, on how geopolitics are never 'going back to normal' 2) Chris Harvey, Chief US Equity Strategist at Wells Fargo, on markets. Stock futures are lower after the weekend brought more tariff drama, with China and the US accusing each other of violating a trade deal concluded just a few weeks ago...
Jun 03, 2025•41 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jordan Rochester & Sharon Miller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 02, 2025•5 min
- Brandon Farris, Vice President: Energy & Resources Policy at the Steel Manufacturers Association - Kate Kalutkiewicz, Senior Managing Director: Trade Practice & McLarty Inbound at McLarty Associates - Aditya Bhave, Senior US Economist at Bank of America - Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Brandon Farris, Vice President: Energy & Resources Policy at the Steel Manufacturers Association, joins to discuss President Trump saying he will double s...
Jun 02, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 2nd, 2025 Featuring: 1) Stephen Stanley, Chief Economist at Santander, joins for an extended conversation on the outlook for the US economy, lower consumer spending, and potential for a shallow recession in the US. Global stocks started the new month under pressure due to a flare-up in global trade tensions and geopolitical uncertainty. Gold is heading for its b...
Jun 02, 2025•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Seema Shah & Greg Boutle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 30, 2025•5 min
- Lindsey Piegza, Chief Economist at Stifel - Neil Dutta, Head: US Economic Research at Renaissance Macro Research - Dana Peterson, Chief Economist at The Conference Board - Andrew Nocella, Chief Commercial Officer at United Airlines Lindsey Piegza, Chief Economist at Stifel, reacts to PCE and discusses her outlook for markets and the US economy. Neil Dutta, Head: US Economic Research at Renaissance Macro Research, discusses the potential for more rate cuts than are currently being priced into t...
May 30, 2025•28 min