- Gargi Chaudhuri, Chief Investment Strategist at BlackRock - Esther George, Former President at the Federal Reserve Bank of Kansas City - Dan Ives, Global Head: Technology at Wedbush Securities - Nela Richardson, Chief Economist at ADP Gargi Chaudhuri, Chief Investment Strategist at BlackRock, discusses the outlook for the equity rally as well as market risks after yesterday's Fed rate cut. Esther George, Former President at the Federal Reserve Bank of Kansas City, talks about how the Fed is ma...
Sep 18, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 18th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, joins for an extended discussion on the US labor market, inflation, and the Fed balancing its dual mandate. Fed Chair Jay Powell rallied a deeply divided committee of policymakers behind an interest rate-cut, the first cut of the year, after a significant slowdown in job growth. 2) Ian Lyngen,...
Sep 18, 2025•32 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 officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. Chair Jerome Powell pointed to growing signs of weakness in the labor mar...
Sep 17, 2025•24 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
Sep 17, 2025•46 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Hollenhorst & Matthew Hornbach. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 17, 2025•3 min
- Brian Moynihan, CEO at Bank of America - Jim DeMare, Co-President at Bank of America - Savita Subramanian, Head of US Equity and Quantitative Strategy at Bank of America - Aditya Bhave, Senior US Economist at Bank of America A special edition of the Surveillance from Bank of America’s trading floor in NYC, featuring conversations with Bank of America CEO Brian Moynihan, Co-President Jim DeMare, Head of US Equity and Quantitative Strategy Savita Subramanian, and Senior US Economist Aditya Bhave...
Sep 17, 2025•47 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 17th, 2025 Featuring: 1) Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on Treasury steepening and what it indicates about rate easing over the next 12 months. Stocks treaded water as markets saw muted moves across most asset classes, with traders taking bets off the table ahead of Wednesday’s Federal Reserve interest-rate decision. The ris...
Sep 17, 2025•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Alicia Levine & David Seif. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 16, 2025•4 min
- Steven Ricchiuto, Chief US Economist at Mizuho - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP - Elyas Galou, Senior Investment Strategist at Bank of America Steven Ricchiuto, Chief US Economist at Mizuho, discusses the outlook for the US economy as the Fed appears to begin its next easing cycle. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and rate cuts...
Sep 16, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 16th, 2025 Featuring: 1) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY, on her S&P target and the sustainability of the equity rally. Stock bulls are riding high ahead of the Fed’s widely expected 25-basis-point cut on Wednesday, the first move in a policy easing round projected to run into 2026. Rate-sensitive tech sha...
Sep 16, 2025•31 min
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 & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 15, 2025•3 min
- Christian Nolting, Global CIO at Deutsche Bank - Bill Dudley, Bloomberg Opinion columnist and former NY Fed President - Greg Peters, Co-CIO at PGIM Fixed Income - Abigal Watt, Economist at UBS Christian Nolting, Global CIO at Deutsche Bank, offers his equity outlook in the US and across global economies. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his latest commentary and previews the upcoming Fed meeting. Greg Peters, Co-CIO at PGIM Fixed Income, talks abo...
Sep 15, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 15th, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, joins for a discussion on the equity rally and the headwinds US and global markets face through 2025. A quarter-point reduction in interest rates is seen as likely when the Fed announces its policy decision, with a small potential for a half-point move amid signs US ...
Sep 15, 2025•41 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm and Tina Fordham Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 12, 2025•3 min
Featuring: - John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist - Robert Fishman, Moffettnathanson Senior Associate - Andrew Hollenhorst, Citigroup Global Markets Chief US Economist See omnystudio.com/listener for privacy information.
Sep 12, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 12th, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, previews President Trump's visit to England. 2) Claudia Sahm, Chief Economist at New Century Advisors, looks ahead to the Fed meeting and interest rate decision. 3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, talks about what's moving markets and why....
Sep 12, 2025•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gershon Distenfeld & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 11, 2025•5 min
- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR - Tom Michaud, CEO at KBW David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rates. Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR, joins to talk about AI...
Sep 11, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor mar...
Sep 11, 2025•33 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 Michael Chui. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 10, 2025•4 min
- Jim Zelter, President at Apollo Global Management - French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas - Dan Ives, Global Head: Technology at Wedbush Securities - Seth Carpenter, Chief Global Economist at Morgan Stanley Jim Zelter, President at Apollo Global Management, discusses the US economic outlook as well as inflation and the labor market. French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas, discusses Fed Governor Lis...
Sep 10, 2025•35 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 10th, 2025 Featuring: 1) Lindsey Piegza, Chief Economist at Stifel, brings us into PPI and discusses the outlook for inflation and whether she thinks the Fed should hike. It comes as US stocks are set to notch fresh highs after Oracle surged on a blowout outlook and traders bet that inflation reports won’t derail the Federal Reserve from cutting interest ra...
Sep 10, 2025•31 min
- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Henrietta Treyz, co-founder at Veda Partners - Oksana Aronov, Head: Market Strategy at JPMorgan Asset Management - Walter Piecyk, Partner at Lightshed Partners Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins to discuss his S&P target and his outlook for equities and US growth. Henrietta Treyz, co-founder at Veda Partners, discusses recent headlines in Washington and the prospects of a government shutdown. Oksa...
Sep 09, 2025•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nancy Tengler & Craig Brandon. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 09, 2025•4 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 9th, 2025 Featuring: 1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data. 2) Nancy Teng...
Sep 09, 2025•30 min
US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates. The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year. Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through Mar...
Sep 09, 2025•13 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 Steven Englander. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 08, 2025•4 min
- Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley - Jim Bianco, founder at Bianco Research - Eric Resnick, CEO at KSL Capital Partners - Tobin Marcus, Head: Policy & Politics at Wolfe Research Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley, joins to discuss her outlook for the labor market and a September rate cut. Jim Bianco, founder at Bianco Research, discusses whether the Fed is behind the curve as the labor market shows co...
Sep 08, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 8th, 2025 Featuring: 1) Steve Englander, Global Head of G10 FX Research and of North America Strategy at Standard Chartered, brings us into the market open and talks about a weak dollar, tomorrow's labor revisions, and his call for a 50bps cut in September. Meanwhile, strategists including David Kostin of Goldman Sachs and Mike Wilson at Morgan Stanley expe...
Sep 08, 2025•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Claudia Sahm. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 05, 2025•4 min
