Bloomberg Surveillance - podcast cover

Bloomberg Surveillance

Bloombergwww.bloomberg.com

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

Episodes

Single Best Idea with Tom Keene: Michael Darda & Frances Donald

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 & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 28, 20254 min

Bloomberg Surveillance TV: February 28, 2025

- Steven Major, Global Head: FI Research at HSBC - Kelly Ann Shaw, Former Deputy NEC Director - Andrew Hollenhorst, Chief US Economist at Citi - Michael Kushma, CIO: Fixed Income at Morgan Stanley Investment Management Steven Major, Global Head: FI Research at HSBC, discusses signals from the bond market on outlook for the US and global economies. Kelly Ann Shaw, Former Deputy NEC Director, discusses President Trump's trade proposals. Citi's Andrew Hollenhorst and Michael Kushma of Morgan Stanle...

Feb 28, 202531 min

PCE Data and a Meeting with Zelenskiy

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 28th, 2025 Featuring: Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Frances Donald, Chief Economist at RBC, react to PCE and discuss the outlook for US economic growth Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, on USD strength and his note on the Japan cyclic...

Feb 28, 202544 min

Single Best Idea with Tom Keene: Gil Luria & Caroline Hyde

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gil Luria & Caroline Hyde. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 27, 20254 min

Bloomberg Surveillance TV: February 27, 2025

- Christopher Verrone, Head: Technical & Macro Strategy at Strategas Securities - Torsten Slok, Chief Economist at Apollo - Bankim Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Lauren Saidel-Baker, Economist at ITR Christopher Verrone is Strategas discusses inflation in the US and whether the economy could soon experience a slowdown. Apollo's Torsten Slok talks about his views on rate cuts in 2025 and where the Fed stands as it looks to continue bringing down inflation. ...

Feb 27, 202528 min

Nvidia Ripples Through Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025 Featuring: Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor...

Feb 27, 202535 min

Single Best Idea with Tom Keene: Rich Greenfield & Anastasia Amoroso

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Greenfield & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 26, 20254 min

Bloomberg Surveillance TV: February 26, 2025

- Yelena Shulyatyeva, Senior US Economist at The Conference Board - Brian Gardner, Chief Washington Policy Strategist at Stifel - Ted Maloney, CEO at MFS Investment Management - Meghan Robson, Head: US Credit Strategy at BNP Paribas Yelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Manageme...

Feb 26, 202521 min

Nvidia and Trump Impact Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 26th, 2025 Featuring: Jim Bianco, president at Bianco Research, joins to discuss the "Mar-A-Lago Accord" that's making waves in financial media, as well as his outlook for rates and the US economy Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the latest market drawdown and consumer and investor expectations, and how Nvidia earnings co...

Feb 26, 202536 min

Single Best Idea with Tom Keene: Angela Stent

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 25, 20254 min

Bloomberg Surveillance TV: February 25, 2025

- Sharon Bell, Senior European Equity Strategist at Goldman Sachs - Jon Lieber, Managing Director at Eurasia Group - Dan Ives, Global Head of Technology Research at Wedbush Securities - Neil Dutta, Partner at Renaissance Macro Research Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at...

Feb 25, 202525 min

Markets and Trump Uncertainty

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 25th, 2025 Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency" Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new...

Feb 25, 202534 min

Single Best Idea with Tom Keene: Mike Wilson & James Steel

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & James Steel Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 24, 20255 min

Bloomberg Surveillance TV: February 24, 2025

-Amos Hochstein, Former White House Senior Advisor to the President -Nela Richardson, Chief Economist & ESG Officer, ADP -Ed Mills, Raymond James policy analyst See omnystudio.com/listener for privacy information.

Feb 24, 202525 min

German Elections and Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 24th, 2025 Featuring: Holger Schmieding, Chief Economist at Berenberg, on eco impact of German election Mike Wilson, Chief US Equity Strategist at Morgan Stanley Bob Doll, CIO at Crossmark Global Investments Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....

Feb 24, 202537 min

Single Best Idea with Tom Keene: Robert Kaplan & Mark Gurman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert Kaplan & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 21, 20255 min

Bloomberg Surveillance TV: February 21, 2025

- Nadia Lovell, Senior Strategist - US Equity, UBS - Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School - Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management - Tiffany Wilding, Economist: North America at PIMCO Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite infla...

Feb 21, 202527 min

Fed, Markets, & Apple

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 21st, 2025 Featuring: Robert Kaplan, Vice Chairman at Goldman Sachs and former President at Dallas Fed, joins for an extended discussion on inflation, the Fed, and the US economy Ellen Wald, Senior Fellow at the Atlantic Council, on energy volatility and prices amid uncertainty in Ukraine and other global conflicts Mark Gurman, Chief Correspondent: Apple &am...

Feb 21, 202541 min

Single Best Idea with Tom Keene: Jason Furman & Wendy Schiller

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jason Furman & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 20, 20254 min

Bloomberg Surveillance TV: February 20, 2025

- Scott Bessent, US Treasury Secretary - Gennadiy Goldberg, Head of US Rates Strategy at TD Securities - Claudia Sahm, Chief Economist at New Century Advisors US Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century A...

Feb 20, 202541 min

Trump Policy Proposals and Market Impacts

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 20th, 2025 Featuring: Jason Furman, Professor of the Practice of Economic Policy at Harvard, discusses his Foreign Affairs column on the economic policy shortcomings of the Biden administration Libby Cantrill, Managing Director: Public Policy at PIMCO, on how a budget fight in Congress could impact markets as well as President Trump's recent policy proposals...

Feb 20, 202544 min

Bloomberg Surveillance TV: February 19, 2025

- Ed Mills, Managing Washington Policy Analyst at Raymond James - Subadra Rajappa, Head: US Rates Strategy at Societe Generale - Liz Young Thomas, Head: Investment Strategy at SoFi - Matthew Luzzetti, Chief US Economist at Deutsche Bank Ed Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and...

Feb 19, 202528 min

Single Best Idea with Tom Keene: Stephanie Baker & Edward Morse

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Baker & Edward Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 19, 20255 min

Tariffs, Energy, and Banks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 19th, 2025 Featuring: Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump ad...

Feb 19, 202543 min

Single Best Idea with Tom Keene: Tobin Marcus & Michael McKee

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tobin Marcus & Michael McKee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 18, 20253 min

Bloomberg Surveillance TV: February 18, 2025

- Brian Levitt, Global Market Strategist at Invesco - Scott Chronert, Head:US Equity Strategy Research at Citi - Kevin Gordon, Senior Investment Strategist at Charles Scwhab - Nela Richardson, Chief Economist & ESG Officer at ADP Brian Levitt with Invesco and Scott Chronert of Citi discuss the outlook for equities in the US and abroad amid recent inflation data and geopolitical uncertainty. ADP's Nela Richardson breaks down the latest inflation data out of the US and talks about whether inve...

Feb 18, 202531 min

Market Outlook as President Trump's Priorities Take Shape

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 18th, 2025 Featuring: Callie Cox, Chief Market Strategist for Ritholtz Wealth Management, brings us into the market open and discusses the bull case for equities despite geopolitical and inflation risks mounting Marc Champion, Bloomberg Opinion columnist, discusses his piece on the end of the Trans Atlantic alliance as Ukraine talks get underway Tobin Marcus...

Feb 18, 202524 min

Bloomberg Surveillance TV: February 14, 2025

- Jim Bianco, President at Bianco Research - Jeannette Lowe, Director of Policy Research at Strategas Securities - Lindsey Piegza, Chief Economist at Stifel - Peter Tchir, Head of Macro Strategy at Academy Securities Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy...

Feb 14, 202524 min

Single Best Idea with Tom Keene: Ed Yardeni

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.

Feb 14, 20255 min

Tariffs, Retail Sales, and Inflation

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 14th, 2025 Featuring: Ed Yardeni, President at Yardeni Research, on Fed rate cuts as inflation heats up and Trump's tariffs loom Jay Hatfield, CEO at Infrastructure Capital Management, brings us into retail sales and discusses why he believes gradual disinflation is still in play Lindsey Piegza, Chief Economist at Stifel, joins for an extended discussion on ...

Feb 14, 202540 min