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 John Stoltzfus & Doug Irwin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Christopher Verrone, Head: Technical & Macro Strategy at Strategas - Ed Yardeni, President at Yardeni Research - Mark Rutte, NATO Secretary General - Torsten Slok, Chief Economist at Apollo Christopher Verrone of Strategas breaks down the fundamentals behind equities entering a technical correction and whether stock could continue their decline. Ed Yardeni of Yardeni Research talks about why he's lowering his 2025 S&P year-end target. NATO Secretary General Mark Rutte joins for a discu...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 14th, 2025 Featuring: 1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses equities entering a correction and whether now's the right time to buy. the S&P 500 has fallen into its first 10% correction in almost two years, with concerns over President Trump's trade war and its impact on the economy. the market is pricing in a rec...
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 & Bob Hormats. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Howard Lutnick, US Commerce Secretary - John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. - Bill Dudley, former President of NY Federal Reserve US Commerce Secretary Howard Lutnick joins Jon, Lisa, and Annmarie to discuss the latest on the Trump administration's tariff and economic policies. John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., talks about the downswing in equities and whether the market is just in a correction or if there are actual policy c...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 13th, 2025 Featuring: 1) Geoffrey Yu, Senior EMEA Strategist at BNY, joins for an extended discussion on the path for US rates and the American economy, as well as equities, amid mounting policy uncertainty. The risk of a US government shutdown comes at a moment when financial markets are hyper-sensitive to new disruption from Trump-led tariffs, with equity str...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Leland Miller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Max Kettner, Chief Multi-Asset Strategist at HSBC - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries - David Kelly, Chief Global Strategist at JPMorgan Asset Management - Mohamed El-Erian, President at Queens' College, Cambridge Max Kettner of HSBC discusses whether equities will be able to weather unclear tariff policy or if there will be a continued slide. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, talks about struggling airliners. David Kelly with JPMo...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 12th, 2025 Featuring: 1) Mark Zandi, Chief Economist at Moody's, Adam Posen, President of the Petersen Institute for International Economics, and Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, react to today's CPI reading and discuss how inflation and tariffs could continue to impact markets. 2) David Sowerby, Portfolio Manager at Ancora...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Cam Dawson & Ned Lamont. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Brian Levitt, Global Market Strategist at Invesco - Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management - Holly O'Neill, President: Retail Banking at Bank of America - Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management Brian Levitt of Invesco discusses whether the market could spiral into deeper losses given growing policy and economic uncertainty. Kelsey Berro with JPMorgan Investment Management talks about investing risks and how to po...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 11th, 2025 Featuring: 1) Connecticut Governor Ned Lamont joins for an extended discussion US politics, working with the Trump administration, managing his state, and the future of the Democratic party. It comes as House Republicans have announced a spending bill to keep government agencies open through September 30, which may lead to a confrontation with Democr...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Derek DeCloet. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Veronica Clark, US Economist at Citi - Kelly Ann Shaw, Partner at Hogan Lovells - Barbara Reinhard, CIO: Multi Asset Strategist at Voya Investment Management - Neil Dutta, Head: US Economic Research at Renaissance Macro Research Veronica Clark with Citi breaks down the latest eco data from Friday and talks about growing economic uncertainty as President Trump's tariff policy takes shape. Kelly Ann Shaw, Partner at Hogan Lovells and former Deputy Assistant to the President for International Eco...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 10th, 2025 Featuring: 1) Lindsey Piegza, Chief Economist at Stifel, reacts to Friday's jobs figures, previews CPI, and talks about how tariffs could affect US growth. President Donald Trump’s protectionist policies and cuts to the federal workforce have dented confidence in US economic outperformance. Trump said at the weekend the US economy faces “...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Priya Misra & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Mohamed El-Erian, President at Queens' College, Cambridge - Stephanie Roth, Chief US Economist at Wolfe Research - Kathy Jones, Chief Fixed Income Investment Strategist at Charles Schwab - Elsa Lignos, Global Head: FX Strategy at RBC - Frances Donald, Chief Economist at RBC We get reaction to Friday's critical February jobs report with Mohamed El-Erian of Queens' College Cambridge and Bloomberg Opinion, Stephanie Roth of Wolfe Research, and Charles Schwab's Kathy Jones. Elsa Lignos of RBC join...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 7th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, offer their reaction to the February US Jobs Report. Concerns over US growth, rising inflation,...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katharine Neiss & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Jane Foley, Head of FX Strategy at RaboBank - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jason Furman, Professor at Harvard University - Constance Hunter, Chief Economist at EIU Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economi...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 6th, 2025 Featuring: 1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, on why he remains constructive on the economy and investment environment despite so much policy uncertainty in DC. Markets are focused on the global bond rout and economic fallout from the brewing Trump-led trade war, with bond investors waiting for the European Central Bank...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Michele & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- US Commerce Secretary Howard Lutnick - Bob Michele, CIO: Fixed Income at JPMorgan Asset Management - George Saravelos, Global Head: FX Research at Deutsche Bank - Monica Guerra, Head of US Policy at Morgan Stanley US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff and trade policies. Bob Michele of JPMorgan Asset Management discusses how the bond market is weighing the risks of the US-led trade war. Monica Guerra of Morgan Stanley outlines how tra...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 5th, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on bonds and fixed income, and warning signals following the implementation of President Trump's tariffs. The dollar fell to a three-month low due to concerns about the negative impact of US tariffs on the economy, with losses particularly stark...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Abby Joseph Cohen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI - Ed Mills, Washington Policy Analyst at Raymond James - Everett Eissenstat, Former Deputy Director for the National Economic Council - Kit Juckes, Chief FX Strategist at Societe Generale Julian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Tr...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 4th, 2025 Featuring: 1) Brendan Murray, Bloomberg News Trade Tsar, joins to discuss the economic fallout of the US-led trade war. President Donald Trump imposed 25% tariffs on most Canadian and Mexican imports and raised the charge on China to 20%, affecting roughly $1.5 trillion in annual imports. Canada and China have retaliated with their own tariffs as Mexi...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Peter Trubowitz & David Bahnsen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Mohamed El-Erian, President at Queens' College, Cambridge - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Liz Young Thomas, Head of Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho Mohamed El-Erian, President at Queens' College, Cambridge, discusses slowing US growth as President Trump readies to place tariffs on key allies and China. Tobin Marcus of Wolfe Research talks about reciprocal tariffs and what levies could actually look like. SoFi's Liz You...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 3rd, 2025 Today's Podcast Features: 1) Peter Trubowitz, professor at London School of Economics, joins for an extended discussion on tariffs and geopolitics. It comes as President Donald Trump is planning to impose new tariffs on Canada and Mexico, as well as doubling a levy on China, which would apply to roughly $1.5 trillion in annual imports. 2) Jack Devine,...
