Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 24th, 2025 Featuring: George Saravelos, Global co-head of FX Research at Deutsche Bank, discusses FX moves in the first week of the second Trump administration, the US dollar, and the Canadian dollar Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, talks about animal spirits in markets and how the timing and magnitude of policy changes c...
Jan 24, 2025•24 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu & Sarah Wolfe. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 23, 2025•5 min
- Ted Pick, CEO at Morgan Stanley - Sarah Huckabee Sanders, Arkansas Governor - Mohammed Al-Jadaan, Minister of Finance, Saudi Arabia - Steve Pagliuca, Bain Capital Senior Advisor Boston Celtics Co-Owner We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ted Pick, CEO at Morgan Stanley, Arkansas Governor Sarah Huckabee Sanders, Saudi Arabia's Finance Minister Mo...
Jan 23, 2025•39 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 23rd, 2025 Featuring: Adam Posen, President of the Peterson Institute for International Economics, joins to discuss his outlook for the Fed, Trump's economic policies, and whether investors could be staring down a rate hike Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, reacts to today's jobless claims, preview...
Jan 23, 2025•33 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Torsten Slok & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 22, 2025•4 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 22nd, 2025 Featuring: Torsten Slok, Chief Economist at Apollo, discusses the global macro outlook in a second Trump admin, tariffs, and what's next for the Fed Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and discusses risks and bullishness in a second Trump term Robert Fishman, Senior Associate at MoffettNathanson, on...
Jan 22, 2025•31 min
- Daniel Pinto, COO at JPMorgan - Anne Walsh, CIO at Guggenheim - John Kerry, Co-Executive Chair of Galvanize Climate Solutions and former Secretary of State - Paul Ryan, Vice Chairman at Teneo and former House Speaker We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Anne Walsh with Guggenheim, former Secretary of State John Kerry and former House Speaker Paul...
Jan 22, 2025•37 min
Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of...
Jan 21, 2025•10 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lori Calvasina & Alberto Gallo. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 21, 2025•5 min
- Ken Rogoff, Processor of Economics at Harvard University - Gary Cohn, Vice Chairman at IBM - Steven Tananbaum, Managing Partner at GoldenTree Asset Management - David Rubenstein, co-founder at the Carlyle Group We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ken Rogoff of Harvard, Gary Cohn with IBM, Steven Tananbaum of GoldenTree Asset Management, and Carl...
Jan 21, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 21st, 2025 Featuring: Skylar Montgomery-Koning, FX Strategist at Barclays, talks about whiplash in FX markets and dollar moves Jennifer Lee, Senior Economist at BMO Capital Markets, talks about tariff reversals and how the US and Canadian economies could fare in the face of 25% tariffs on Canada and Mexico Lori Calvasina, Chief US Equity Strategist with RBC C...
Jan 21, 2025•31 min
Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the George Washington Presidential Library Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District U...
Jan 20, 2025•35 min
In the 1950s, a businessman, looking for a new way to settle his lunch tab, sparked a payments revolution and paved the way for today’s cashless economy. Now, the growing use of stablecoins like USDC is leading businesses and consumers to an era of digital payments that’s even faster and cheaper than a credit card. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.
Jan 19, 2025•17 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 and Ian Bremmer Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 17, 2025•4 min
Isaac Boltansky, BTIG Director: Policy ResearchJane Foley, Rabobank Head: FX StrategyMatt Miskin, John Hancock Investment Management Co-Chief investment strategist BTIG's Isaac Boltansky talks changing policy as President-elect Trump takes office. Jane Foley of Rabobank talks FX impact of a new administration in the US. Matt Miskin of John Hancock breaks down the week in markets. See omnystudio.com/listener for privacy information.
Jan 17, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 17th, 2025 Featuring: Wei Li, Chief Investment Strategist at BlackRock Ian Bremmer, founder at Eurasia Group Katy Kaminski, Chief Research Strategist at AlphaSimplex Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management See omnystudio.com/listener for privacy information....
Jan 17, 2025•50 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Nathanson Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 16, 2025•4 min
-David Lebovitz, VP - Global Market Strategist, JP Morgan Asset Management -Rich Clarida, PIMCO Global Economic Advisor / Former Federal Reserve Vice Chairman -Frances Donald, Chief Economist, RBC David Lebovitz from JP Morgan Asset Management talks markets. PIMCO's Rich Clarida talks Fed policy. Frances Donald, RBC's Chief Economist breaks down retail sales. See omnystudio.com/listener for privacy information.
Jan 16, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 16th, 2025 Featuring: Cam Dawson, CIO at NewEdge Wealth Michael Nathanson, Senior Research Analyst at MoffettNathanson Ethan Bronner, Bloomberg News Israel bureau chief Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 16, 2025•38 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Darda & Peter Tchir. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 15, 2025•6 min
- Ken Leon, Director of Equity Research at CFRA Research - Jen Flitton, Head: US Government Affairs at Invesco - David Kelly, Chief Global Strategist at JPMorgan Asset Management - Aditya Bhave, Senior US Economist at Bank of America Ken Leon with CFRA react to big bank earnings as earnings season kicks off. Jen Flitton of Invesco talks about why markets feel so uncertain about Trump administration policies. David Kelly with JPMorgan Asset Management and Aditya Bhave of Bank of America react to ...
Jan 15, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & David Gura January 15th, 2025 Featuring: Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, Ben Laidler, Head of Equity Strategy at Bradesco BBI, and Freya Beamish, Chief Economist at TS Lombard, react today's CPI reading Alison Williams, Senior Global Banks and Asset Managers Analyst at Bloomberg Intelligence, reacts to this morning's bank earni...
Jan 15, 2025•38 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025 Featuring: Terry Haines, Founder at Pangea Policy Gautam Mukunda, professor at Yale School of Management Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics See omnystudio.com/listener for privacy information....
Jan 14, 2025•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser & Stephen Stanley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 14, 2025•4 min
- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management - Armin Papperger, Chairman at Rheinmetall AG - Sonia Meskin, Economist at UBS Emily Roland of John Hancock Investment Management offers her take on the market selloff to begin 2025 and whether choppiness is to be expected throughout the year. Armin Papperger, Chairman at Rheinmetall AG, talks about the latest on the war in Ukraine. Sonia Meskin, Economist with UBS, reacts to today's PPI data. See omnystudio.com...
Jan 14, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025 Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025 Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI Sarah House, Senior Economist at Wells Fargo, discusses h...
Jan 14, 2025•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mark Zandi & Eric Balchunas Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 13, 2025•5 min
-Maya MacGuineas, President of the Committee for a Responsible Federal Government -Michelle Meyer, Chief Economist, Mastercard -John Schneyer, Corelogic Director of Research Maya MacGuineas, President of the Committee for a Responsible Federal Government joins to talk about President Trump's first 100 days. Michelle Meyer from Mastercard discusses the markets. John Schneyer, from Corelogic talks about the impact of wildfires in Los Angeles. See omnystudio.com/listener for privacy inf...
Jan 13, 2025•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & David GuraJanuary 13th, 2025 Featuring: Patrick Armstrong, CIO at Plurimi Wealth Mark Zandi, Chief Economist at Moody's Analytics| Regina Mayor, Global Head: Clients & Markets at KPMG Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 13, 2025•23 min
It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.
Jan 12, 2025•21 min
