Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 13, 2025•5 min
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Steve Ricchiuto, Chief Economist at Mizuho - Nadia Martin Wiggen, Director at Svelland Capital UK - Andrew Hollenhorst, Chief US Economist at Citi Julian Emanuel with Evercore ISI discusses yesterday's hotter-than-expected CPI reading and how it could weigh on stocks. Mizuho's Steve Ricchiuto talks about the direction of the US economy amid the uncertain path of inflation. Nadia Martin Wiggen, Director at Svelland Cap...
Feb 13, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 13th, 2025 Featuring: Jeff deGraaf, Head: Technical Research and co-founder at Renaissance Macro Research, talks about yesterday's hot inflation report, the Fed's approach to rates, and whether the Fed's still behind the curve Wendy Schiller, professor at Brown University, on a recent slew of headlines out of DC, including President Trump's cabinet confirmat...
Feb 13, 2025•42 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tina Fordham & Ebrahim Rahbari. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 12, 2025•5 min
- Lisa Shalett, CIO Wealth Management at Morgan Stanley - Bill Dudley, Bloomberg Opinion columnist and former New York Fed president - David Kelly, Chief Global Strategist at JPMorgan Asset Management - Mohamed El-Erian, President of Queens' College, Cambridge Lisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly ...
Feb 12, 2025•28 min
Bloomberg Surveillance hosted by Tom Keene & David Gura February 12th, 2025 Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth Tina Fordham, founder at Fordham Global Foresight, and Eb...
Feb 12, 2025•1 hr 13 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 & Monica DiCenso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 11, 2025•4 min
- Ed Mills, Washington Policy Analyst at Raymond James - Leslie Falconio, Head: Taxable Fixed Income Strategy - Sinead Colton Grant, CIO at BNY Wealth - Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about recent bond market moves and outlook for yields. Sinead Colton Grant with BNY and Saira Malik of Nuveen...
Feb 11, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 11th, 2025 Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, talks asset allocation and the outlook for the S&P and US economic growth Meghan Robson, Head of US Credit Strategy at BNP Paribas, talks about credit spreads and recent bond market moves Brad Lander, NYC Comptroller and NYC mayoral candidate, on his mayoral c...
Feb 11, 2025•44 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 Purves & Robert D. Kaplan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 10, 2025•6 min
- Nela Richardson, Chief Economist at ADP - Tobin Markets, Head: Policy & Politics at Wolfe Research - Francisco Blanch, Head: Global Commodities at Back of America - Erin Browne, Portfolio Manager at PIMCO Nela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about President Trump's recent tariff proposals, and Bank of America's Francisco Blanch talks about their p...
Feb 10, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 10th, 2025 Featuring: Cam Dawson, CIO at NewEdge Wealth, talks about equites, tech CapEx, and inflation data Robert D. Kaplan, author and geopolitical risk expert, discusses his new book, the geopolitical implications of President Trump's expansionist ideas and the outlook for Ukraine and Gaza wars Pat Haskell, Head of Muni Bond Group at BlackRock, talks abo...
Feb 10, 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 Ellen Zenter & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 07, 2025•5 min
- Torsten Slok, Chief Economist at Apollo Management - Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock - Schweta Khajuria, Senior Research Analyst at Wolfe Research - Terry Haines, founder at Pangaea Policy We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's earnings and outlook for AI demand. Terry Haines, founder at Pangaea Policy, talks about the tax and ...
Feb 07, 2025•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 7th, 2025 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to today's jobs figures Anurag Rana,...
Feb 07, 2025•40 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 06, 2025•5 min
- Darrell Cronk CIO: Wealth & Investment at Wells Fargo - Ed Mills, Washington Policy Analyst at Raymond James - Reid Hoffman, founder at Manas AI - Sonia Meskin, Economist at UBS Securities Darrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discusses how markets are pricing in proposed economic policies and geopolitical strategies out of Washing...
Feb 06, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025 Featuring: Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing...
Feb 06, 2025•39 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julian Emanuel & Ethan Bronner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 05, 2025•4 min
- Thomas Barkin, President of the Richmond Federal Reserve Bank - Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management - Mike Wirth, Chairman at Chevron - Hugh Johnston, CFO of The Walt Disney Company Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty....
Feb 05, 2025•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 5th, 2025 Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a rolle...
Feb 05, 2025•34 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 & Krishna Memani. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 04, 2025•5 min
- Frances Donald, Chief Economist at RBC - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - George Saravelos, Global Head: FX Research at Deutsche Bank - Dan Ives, Global Head of Technology Research at Wedbush Securities Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then ...
Feb 04, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 4th, 2025 Featuring: Stephanie Roth, Chief Economist at Wolfe Research, discusses whether the threat of tariffs could affect the US economy and how the Fed might be pricing in tariff policy James Steel, Chief Commodities Analyst with HSBC, talks about volatility in commodities markets following President Trump's tariff announcement Krishna Memani, CIO at Laf...
Feb 04, 2025•39 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Douglas Irwin & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 03, 2025•5 min
- Jason Furman, Professor of the Practice of Economic Policy at Harvard - Amrita Sen, founder at Energy Aspects - Stephen Stanley, Chief Economist at Santander - Earl Davis, Head: Fixed Income at BMO Asset Management Tariffs are in focus for markets all week as traders evaluate the fallout of President Trump's economic policies. Jason Furman of Harvard discusses the implementation of tariffs and its economic ripple effects. Energy Aspects' founder Amrita Sen breaks down the impact of tariffs on ...
Feb 03, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 3rd, 2025 Featuring: Doug Irwin, Dartmouth Professor of Economics and global trade expert, on the US trade war Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about the early reaction from investors on the trade war Gautam Mukunda, professor at Yale School of Management, discusses the political impact of the trade war and if there's ...
Feb 03, 2025•32 min
Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price Adam Posen, President, PIIE Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO See omnystudio.com/listener for privacy information.
Jan 31, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 31st, 2025 Featuring: Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence Simona Mocuta, Chief Economist at State Street Jen Flitton, Head of US Government Affairs at Invesco Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 31, 2025•25 min
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.
Jan 30, 2025•35 min