Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 9th, 2025 Featuring: 1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data. 2) Nancy Teng...
Sep 09, 2025•30 min
US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates. The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year. Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through Mar...
Sep 09, 2025•13 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Steven Englander. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 08, 2025•4 min
- Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley - Jim Bianco, founder at Bianco Research - Eric Resnick, CEO at KSL Capital Partners - Tobin Marcus, Head: Policy & Politics at Wolfe Research Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley, joins to discuss her outlook for the labor market and a September rate cut. Jim Bianco, founder at Bianco Research, discusses whether the Fed is behind the curve as the labor market shows co...
Sep 08, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 8th, 2025 Featuring: 1) Steve Englander, Global Head of G10 FX Research and of North America Strategy at Standard Chartered, brings us into the market open and talks about a weak dollar, tomorrow's labor revisions, and his call for a 50bps cut in September. Meanwhile, strategists including David Kostin of Goldman Sachs and Mike Wilson at Morgan Stanley expe...
Sep 08, 2025•30 min
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 & Claudia Sahm. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 05, 2025•4 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 5th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August jobs report and discuss the outlook for a rate cut. Money markets are fully pricing in a Fed quarter-point cut this month and see at least two by...
Sep 05, 2025•47 min
- Howard Lutnick, US Commerce Secretary - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Michael Nathanson, Senior Analyst at Moffettnathanson Howard Lutnick, US Commerce Secretary, joins to discuss President Trump's economic priorities. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock, and Stephanie Roth, Chief Economist at Wolfe Research, react to the August jobs report and...
Sep 05, 2025•35 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 04, 2025•3 min
- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management - Subadra Rajappa, Head: US Rates Strategy at Societe Generale - Monica Guerra, Head: US Policy at Morgan Stanley - Brooke Roach, Analyst at Goldman Sachs Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening labor market and uncertain policy. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the path for rate cuts should the jobs rep...
Sep 04, 2025•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 4th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see signs that investors are becoming more concerned about Federal Reserve independence as President Donald Trump seeks to impose his will on the ce...
Sep 04, 2025•23 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 03, 2025•3 min
- Nancy Lazar, Chief Global Economist at Piper Sandler - Mark Cabana, Head: US Rates Strategy at Bank of America - Libby Cantrill, Head: Public Policy at PIMCO - Kate McShane, Analyst at Goldman Sachs Nancy Lazar, Chief Global Economist at Piper Sandler, discusses recent eco data, US labor health, and growth of jobs in the private sector. Mark Cabana, Head: US Rates Strategy at Bank of America, talks about the outlook for interest rates in the US. Libby Cantrill, Head: Public Policy at PIMCO, jo...
Sep 03, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney September 3rd, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&P target as he remains bullish on equities. Stocks in the premarket rebounded modestly as traders tracked the selloff in long-dated bonds, fueled by anxiety over inflation and mounting...
Sep 03, 2025•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ernie Tedeschi & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 02, 2025•5 min
- Phil Orlando, Chief Equity Market Strategist at Federated Hermes - Leland Miller, CEO at China Beige Book - Ken Hoexter, Senior Analyst at Bank of America - Erin McLaughlin, Senior Economist at The Conference Board Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US growth concerns. Leland Miller, CEO at China Beige Book, talks about the meeting of various world leaders in Beijing and the outlook for the Chinese...
Sep 02, 2025•20 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 2nd, 2025 Featuring: 1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets, discusses her S&P target and whether she remains bullish as summer wraps. Stocks fell alongside bonds in the premarket, driven by concerns over government finances and lingering inflation risks. Gold briefly topped $3,500 an ounce, fueled by mounting bets on rate cu...
Sep 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 Win Thin & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 29, 2025•4 min
- Krishna Guha, Vice Chairman at Evercore ISI - Heath Terry, Global Head: Tech and Communications Research at Citi - Dana Telsey, CEO at Telsey Advisory Group - Ryan Wang, US Economist at HSBC Krishna Guha, Vice Chairman at Evercore ISI, joins to talk about Fed independence and the US economic outlook. Heath Terry, Global Head: Tech and Communications Research at Citi, discusses covering equities tied to AI and his outlook for the sector and hyper scaler CapEx. Dana Telsey, CEO at Telsey Advisor...
Aug 29, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 29th, 2025 Featuring: 1) Sarah Wolfe, Senior Economist with Morgan Stanley, Yelena Shulyateva, Senior Economist at The Conference Board, and Michael McKee, International Economics & Policy correspondent for Bloomberg News, react to PCE and discuss the outlook for inflation, labor, and rate cuts in the US. Stocks retreated as traders cut risk before the rel...
Aug 29, 2025•46 min
- Gita Gopinath, Deputy Managing Director at the IMF - Stuart Kaiser, Head: US Equity Trading at Citi - Dan Ives, Global Head: Technology at Wedbush Securities - Nela Richardson, Chief Economist at ADP Gita Gopinath, Deputy Managing Director at the IMF, joins to discuss leaving the IMF, her role at the IMF and her outlook for global economies, and ahead of her new role as John Zwaanstra Professor of International Studies and of Economics at Harvard University. Stuart Kaiser, Head: US Equity Trad...
Aug 28, 2025•37 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 28th, 2025 Featuring: 1) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. Analysts are staying bullish on Nvidia, boosting price targets after its results, citing the chip giant's longer-term prospects. At least 10 firms hiked their 12-month price targets, raising the average by 3% to $202.60, ...
Aug 28, 2025•36 min
Featuring: Eswar Prasad, Cornell University professor on Fed independence Kate Kalutkiewicz, Trade Practice Lead, McLarty Associates on Tariffs Marc Short, Former Chief of Staff to Vice President Mike Pence on the White House See omnystudio.com/listener for privacy information.
Aug 28, 2025•19 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tony Crescenzi and Adam Posen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 27, 2025•5 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 27th, 2025 Featuring: 1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenzi, Executive Vice President at PIMCO See omnystudio.com/listener for privacy information....
Aug 27, 2025•32 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Libby Cantrill & Jeff deGraaf. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 26, 2025•4 min
- Lael Brainard, former Fed Vice Chair - Torsten Slok, Chief Economist at Apollo - Scott Lincicome, VP: General Economics at Cato Institute - Bill Dudley, former NY Fed President and Bloomberg Opinion columnist Lael Brainard, former Fed Vice Chair, joins to discuss the possible ouster of Fed governor Lisa Cook. Torsten Slok, Chief Economist at Apollo, breaks down recent economic data and risks to the US economy, as well as Fed independence in the wake of President Trump moving to fire Fed govern...
Aug 26, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 26th, 2025 Featuring: 1) Libby Cantrill, Head: Public Policy at PIMCO, joins to talk about Lisa Cook and Fed independence as well as her note on the Trump admin aberration. President Trump moved to oust Federal Reserve Governor Lisa Cook following allegations that she falsified mortgage documents, citing "sufficient cause" to fire her. Forcing out Cook would g...
Aug 26, 2025•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 25, 2025•5 min
- Liz Thomas, Head: Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho - Robert Tipp, Chief Investment Strategist t PGIM Fixed Income - Veronica Clark, Director: Citi Research Liz Thomas, Head: Investment Strategy at SoFi, talks about the outlook for the equity rally with the Fed appearing ready to ease monetary policy. Steve Ricchiuto, Chief US Economist at Mizuho, breaks down Jay Powell's Jackson Hole speech and the path for rate cuts in the US. Robert Tipp, Chief Inve...
Aug 25, 2025•29 min
