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 Jay Bryson & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management - Mike Pyle, Deputy Head: Portfolio Management Group at BlackRock - Brooke Roach, Analyst at Goldman Sachs - Luke Tilley, Chief Economist Wilmington Trust Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management reacts to Fed Chair Jerome Powell's press conference after the Federal Reserve's rate decision yesterday, and discusses the path forward amid tariff policy uncertainty. Mike Pyle with BlackRock talks about portfolio posit...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 20th, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, offers his reaction to the Fed meeting yesterday and discusses why he thinks it was Jay Powell's finest performance. Powell downplayed growth concerns and the impact of President Trump's trade war on inflation, calling the inflationary effect of tariffs "transitor...
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials held their benchmark interest rate steady for a second straight meeting, caught between mounting concerns that the economy is slowing and inflation could remain stubbornly high. Chair Jerome Powell acknowledged the high degree of uncertainty from President Donald Trump&r...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sebastien Page & Dean Curnutt. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Steve Witkoff, White House Special Envoy to the Middle East - Gennadiy Goldberg, Head: US Rates Strategy at TD Securities - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock - David Rubenstein, co-founder of The Carlyle Group Steve Witkoff, White House Special Envoy to the Middle East, joins for a discussion on rising Middle East tensions and the White House's strategy. Gennadiy Goldberg of TD Securities joins for a look at the outlook for US rates ahead of toda...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 19th, 2025 Featuring: 1)Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks about repositioning portfolios as geopolitical and trade risks continue to rise. Investors are likely to remain on edge ahead of the Fed's announcement, which is expected to hold interest rates steady but could offer cl...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Portes & Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Peter Tchir, Head of Macro Strategy at Academy Securities - Ed Mills, Washington Policy Analyst at Raymond James - Pierre Ferragu, Head: Global Technology at New Street Research - Stephanie Roth, Chief Economist at Wolfe Research Peter Tchir with Academy Securities talks about whether the market will stabilize amidst a growing global trade war. Ed Mills of Raymond James talks about the geopolitical and economic policies of a second Trump administration, how Republicans and Democrats in Congres...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 19th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, discusses political uncertainty weighing on US equities and whether the market will see a bounce back this week as it awaits tariffs on April 2. It comes as Treasury Secretary Scott Bessent said that the underlying economy is healthy and there’s no reason for the US to see a...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julia Coronado & Eric Balchunas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Lotfi Karoui, Chief Credit Strategist at Goldman Sachs - Stephen Trent, Director: America Airlines Research at Citi - Henrietta Treyz, co-founder at Veda Partners - Neil Dutta, Head: US Economic Research at Renaissance Macro Research Lotfi Karoui with Goldman Sachs discusses opportunities in emerging markets during the recent US market selloff. Stephen Trent of Citi discusses the state of the US consumer as airlines express concern about outlooks. Veda Partners' Henrietta Trezy talks about rec...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 18th, 2025 Featuring: 1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about why she lowered her S&P call and talks about her outlook for US equities. Calvasina says the new estimate takes into account a drop in the US GDP target by the brokerage’s economics team. Still, the target represents a ~10% upside from the S&P 5...
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...
