Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 7th, 2025 Featuring: 1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, joins to discuss fixed income markets and portfolio positioning as she asses Fed rate cuts and eco fundamentals. Three Fed policymakers voiced concerns about the US labor market Wednesday with remarks that pointed to a potential interest-rate cut in Septe...
Aug 07, 2025•37 min
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 & Darrell Cronk. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 06, 2025•5 min
- Stephen Auth, CIO: Equity at Federated Hermes - Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group - Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC - Richard Greenfield, Partner at Lightshed Partners Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at ...
Aug 06, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025 Featuring: 1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappo...
Aug 06, 2025•47 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Paul Donovan & Erica Groshen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 05, 2025•4 min
Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance Amanda Lynam, Head of Macro Credit Research, BlackRock See omnystudio.com/listener for privacy information.
Aug 05, 2025•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 5th, 2025 Featuring: 1) Andrew Cuomo, NYC Mayoral candidate and former NY Governor, on the state of the race and how New York City is a national story. 2) Erica Groshen, former Commissioner of the Bureau of Labor Statistics and currently a Senior Advisor at Cornell, on President Trump firing a BLS chief after weak jobs data. 3) Henrietta Treyz, co-founder at V...
Aug 05, 2025•37 min
- Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research - Michelle Meyer, Chief Economist at the Mastercard Economics Institute - Lynn Martin, President at NYSE - Bill Dudley, Bloomberg Opinion columnist and former NY Fed President Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, discusses the outlook for the equity rally after President Trump's tariff deadline and his firing of the head of the Bureau of Labor Statistics. Michelle Meyer, Chief Economist ...
Aug 04, 2025•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 31st, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, offers her S&P target and talks about risks to the market and whether US government data can be trusted. Stocks clawed back some of last week’s steep losses as equity investors pinned their hopes on the Federal Reserve to ride to the rescue with interest-rate cuts fol...
Aug 04, 2025•32 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Roth & Michael Darda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Aug 01, 2025•5 min
- Jamieson Greer, US Trade Representative at Office of the US Trade Representative - Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Tom Forte, Senior Consumer Internet Analyst at Maxim Group - Michael Collins, Exec Portfolio Advisor: Multi-Sector at PGIM Fixed Income Jamieson Greer, US Trade Representative at Office of the US Trade Representative, joins Bloomberg Television for a discussion on tariff policy ...
Aug 01, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 30th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Michael Darda, Chief Economist at Roth Capital, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the July jobs report. 2) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, offers his latest analysis of US tariffs. The average US tariff will rise to 15....
Aug 01, 2025•54 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Clarida & Lael Brainard. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 31, 2025•5 min
- Esther George, former President and CEO at the Federal Reserve Bank of Kansas City - Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School - Walter Piecyk, Partner at Lightshed Partners - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock Esther George, former President and CEO at the Federal Reserve Bank of Kansas City, joins to discuss Fed Chair Jay Powell's press conference yesterday and the outlook for rate cuts in 2025. Jason Furman, Pr...
Jul 31, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025 Featuring: 1) Lael Brainard, Senior Fellow at Harvard University and former Fed Vice Chair and former Director of the National Economic Council, talks about the Fed, rate cuts, and Fed independence. Fed Chair Jay Powell said in his press conference after the Fed held rates yesterday that the central bank needed to stay on guard against inflation risk ...
Jul 31, 2025•53 min
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 Chair Jerome Powell said interest rates are in the right place to manage continued uncertainty around tariffs and inflation, tempering expectations for a rate cut in September. “There are many, many uncertainties left to resolve,” Powell told reporters Wednesday following the cent...
Jul 30, 2025•32 min
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.
Jul 30, 2025•5 min
- Jim Bullard, Business School Dean at Purdue University - Joseph Amato, CIO: Equities at Neuberger Berman - Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations - Claudia Sahm, Chief Economist at New Century Advisors Jim Bullard, Business School Dean at Purdue University, looks ahead to the Fed decision and whether the Fed will signal that it will cut rates. Joseph Amato, CIO: Equities at Neuberger Berman, talks about how earnings from Big Tech companies can help prope...
Jul 30, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 28th, 2025 Featuring: 1) Abby Joseph Cohen, professor at Columbia University and former Chief Investment Strategist at Goldman Sachs, brings us into the market open and talks about Fed and trade policy. Fed policymakers are largely expected to hold rates steady for a fifth consecutive meeting in the face of sustained pressure from President Trump on Powell to lo...
Jul 30, 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 Myles Miller and Tony Hatch Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 29, 2025•3 min
Mike Wilson, Chief US Equity Strategist/Chief Investment Officer, Morgan Stanley Kevin Gordon, Director/Senior Investment Strategist, Charles Schwab Stephen Stanley, Chief U.S. Economist, Santander U.S. Capital Markets See omnystudio.com/listener for privacy information.
Jul 29, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025 Featuring: 1) Nisha Patel, Portfolio Manager at Parametric on the big week with the Fed, earnings, and economic data. No one expects the Fed to cut rates, but any shift in guidance or comments from Powell will be key takeaways. 2) Neil Dutta, Head of Economics Renaissance Macro Research, on how Trump won on his terms and the Europeans lost on theirs. ...
Jul 29, 2025•32 min
-Terry Haines, Pangea Policy Founder -Steve Ricchiuto, Mizuho Chief Economist -Richard Masters, Premier League CEO See omnystudio.com/listener for privacy information.
Jul 28, 2025•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 28th, 2025 Featuring: 1) Kriti Gupta, host of Bloomberg TV & Radio in London, on European capitals are putting a brave face on the trade deal they struck with President Donald Trump, which will see the European Union accept a 15% tariff on most of its exports to the US while reducing levies on some American products to zero. 2) Elizabeth Economy, Hargrove Se...
Jul 28, 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 David Rosenberg & Alicia Levine. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 25, 2025•5 min
- Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group - Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America - Gregory Daco, Chief Economist at EY Parthenon - Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group, joins to discuss the outlook for US markets and inflation as well as Fed independence. Francisco Blanch, Hea...
Jul 25, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 25th, 2025 Featuring: 1) David Rosenberg, Founder and President Rosenberg Research & Associates, joins for a discussion on rates, US inflation, and the importance of Fed independence. Federal Reserve Chair Jerome Powell is under attack by President Trump, who is using a "flood the zone" strategy to pressure the Fed to lower interest rates. Trump's approach i...
Jul 25, 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 Stuart Kaiser & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 24, 2025•5 min
- Ajay Rajadhyaksha, Global Chairman: Research at Barclays - Dan Ives, Global Head: Technology at Wedbush Securities - Libby Cantrill, Head: Public Policy at PIMCO - Nela Richardson, Chief Economist at ADP Ajay Rajadhyaksha, Global Chairman: Research at Barclays, discusses President Trump's visit to the Federal Reserve today and how Fed independence affects markets. Dan Ives, Global Head: Technology at Wedbush Securities, talks tech earnings and Tesla. Libby Cantrill, Head: Public Policy at PIMC...
Jul 24, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 24th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins for an extended discussion about the equity rally and fundamentals driving markets higher. Global equities continued their rally as bulls drew fresh conviction from signs the US may strike more trade deals soon after clinching a pact with Japan. 2) Brian Belski, Chief Investm...
Jul 24, 2025•32 min
