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 Amanda Lynam & Anastasia Amoroso. 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 - Kelly Ann Shaw, Partner at Hogan Lovells US - Jean Boivin, Global Head: Research & Investment Institute at BlackRock - Lauren Goodwin, Chief Market Strategist at New York Life Investment Management Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist and Jean Boivin, Global Head: Research & Investment Institute at BlackRock, discuss the outlook for stocks and US economic growth, as well as ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 17th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock, talks about signals from the bond market, corporate credit spreads, and whether the market just experienced a tariff tantrum or whether deeper problems lie underneath. Following bond market turmoil triggered by the announcement of broad US levies earlier this month, investors are...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Matt King. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth - Rick Rieder, CIO: Global Fixed Income at BlackRock - Eric Cantor, Vice Chairman at Moelis & Co - John Kirby, CEO at United Airlines Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her outlook for equities and whether she believes they'll end the year in positive territory amid tariff policy uncertainty. Rick Rieder, CIO: Global Fixed Income at BlackRock, discusses warning signals from t...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 16th, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the market backdrop amid the US tariff pause and the near- and long-term risks of a financial accident. Investors get hints of economic sentiment today with Federal Reserve Chair Jerome Powell giving a speech in Chicago and the release of March ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jurrien Timmer & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Glenn Youngkin, Governor of Virginia - Priya Misra, Portfolio Manager at JPMorgan Asset Management - Terry Haines, founder at Pangaea Policy - Ken Leon, Director of Equity Research at CFRA Republican Virginia Governor Glenn Youngkin sits down with Surveillance to discuss his policy initiatives for the state, how the Republican party is functioning in a second Trump term, and his response to the president's economic and political priorities. Priya Misra, Portfolio Manager at JPMorgan Asset Mana...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 15th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, talks about whether the US is staring down a financial crisis as President Trump negotiates trade deals with other countries. While stocks are getting a boost as President Trump floats a potential pause in auto tariffs, ongoing trade tensions and concerns remain about the impact of tariffs on th...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Chiavarone & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Peter Tchir, Head: Macro Strategy at Academy Securities - Nela Richardson, Chief Economist at ADP - Henrietta Treyz, co-founder and Managing Partner at Veda Partners - David Ellison, Portfolio Manager at Hennessy Funds Peter Tchir, Head: Macro Strategy at Academy Securities and ADP's Nela Richardson discuss the outlook for equities and potential for further market volatility amid uncertain tariff policy from the Trump administration. Henrietta Treyz, co-founder and Managing Partner at Veda Par...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 14th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, joins for an extended discussion on the outlook for equities and where her S&P target stands. Stocks jumped once President Trump paused import duties on consumer electronics, boosting sentiment. Despite the reprieve, volatility in markets is expected to continue. 2) ...
Investors are on edge as rapid tariff headlines inject unprecedented volatility across global markets. Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz set the stage for the week ahead with insight and commentary from some of the biggest names on Wall Street. - Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management - Libby Cantrill, Managing Director & Head of Public Policy at PIMCO - Stuart Kaiser, Head of Equity Trading Strategy at Citigroup See omnystudio.com...
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...
