Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025 Featuring: 1) Jeffrey Rosenberg, Senior Portfolio Manager - Systematic Multi-Strategy Fund at Blackrock, talks macro shifts in fixed income and the outlook for the US economy and broader markets. While equities worldwide have surged to successive record highs, worries over the US government shutdown and the political crisis in France have driven inv...
Oct 07, 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 Jordan Rochester & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 06, 2025•4 min
- Paul Donovan, Chief Economist, UBS Global Wealth Management - Jordan Rochester, FICC Strategy Head at Mizuho - Lindsey Piegza, Chief Economist at Stifel - Jay Goldberg, Senior Analyst at Seaport Research Partners Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Taka...
Oct 06, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 6th, 2025 Featuring: 1) Steve Chiavarone, Deputy CIO: Equities at Federated Hermes, joins to discuss finding value in what he considers a reaccelerating economy. US equity futures rose as investors bet that a resilient economy and Federal Reserve easing will continue to support corporate earnings. 2) Jordan Rochester, Head: FICC Strategy EMEA at Mizuho, talks...
Oct 06, 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 Claudia Sahm & Amy Wu Silverman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 03, 2025•4 min
- Frances Donald, Chief Economist at RBC - Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock - Dan Ives, Global Head: Technology at Wedbush Securities - Jeannette Lowe, Director: Policy Research at Strategas Securities Frances Donald, Chief Economist at RBC, joins to talk about the health of the US economy and labor market. Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock, joins to discuss recent bond moves and whether Treasuries could rally amid a la...
Oct 03, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025 Featuring: 1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares. 2) Claudia Sahm, Chief Econom...
Oct 03, 2025•39 min
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 & Ian Bremmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 02, 2025•5 min
- Nela Richardson, Chief Economist & ESG Officer at ADP - John Stoltzfus, Chief Investment Strategist at Oppenheimer - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Invest...
Oct 02, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 2nd, 2025 Featuring: 1) Michael Darda, Chief Economist at Roth Capital Partners, joins for an extended discussion on the economic impact of the government shutdown and whether it will upend Fed easing. The shutdown could have significant economic impacts, with the Congressional Budget Office estimating a cost of $400 million per day in lost compensation, and ...
Oct 02, 2025•36 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 & Aakash Doshi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 01, 2025•4 min
- Jon Lieber, Managing Director: US, Eurasia Group - Greg Daco, Chief Economist at EY - Tiffany Wilding, Economist at PIMCO - Kate Kalutkiewicz, Lead for Trade at McLarty Associates Jon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLa...
Oct 01, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 1st, 2025 Featuring: 1) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the government shutdown and whether there's an end in sight. The US government shutdown is shaping up as a political quagmire for all involved, with President Donald Trump blaming "crazed" Democrats and Democrats trying to show their voters they can take a stand against Tru...
Oct 01, 2025•23 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Monica Guerra & Suki Cooper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 30, 2025•4 min
- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management - Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management - Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes - Bruce Van Saun, CEO at Citizens Financial Group Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy...
Sep 30, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025 Featuring: 1) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss the economic impact of a government shutdown, economic reacceleration, and whether the Fed's easing cycle will be linear. Traders are looking ahead to a series of US labor reports due this week to gauge the Fed's next move, with the release of Friday's key...
Sep 30, 2025•21 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lori Calvasina & Jim Caron. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 29, 2025•3 min
- Manny Roman, Chief Executive Officer at PIMCO - Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jim Bianco, President and Macro Strategist at Bianco Research Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Finan...
Sep 29, 2025•36 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025 Featuring: 1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next...
Sep 29, 2025•24 min
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 & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 26, 2025•4 min
- James Bullard, former St. Louis Fed President and Dean of Purdue Business School - Thomas Barkin, President of the Federal Reserve Bank of Richmond - Ryan Wang, US Economist at HSBC - Kyriakos Mitsotakis, Prime Minister of Greece James Bullard, former St. Louis Fed President and Dean of Purdue Business School, joins for analysis of the day's economic data and what it means for the path of monetary policy. Richmond Fed President Thomas Barkin gives his assessment of the current state of the Ame...
Sep 26, 2025•35 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 26th, 2025 Featuring: 1) David Bailin, CEO at CIO Capital Partners, Tiffany Wilding, Economist: North America at PIMCO, and Aoifinn Devitt, Senior Investment Strategist at Moneta Group, react to PCE. Investors are pondering the Federal Reserve’s next policy move following a slew of data this week, including strong growth data from the world’s biggest econom...
Sep 26, 2025•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Ethan Bronner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 25, 2025•4 min
- Stephen Miran, Member: Federal Reserve Board of Governors - Chris Hyzy, Chief Investment Officer at Bank of America - Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London - Heidi Crebo-Rediker, CEO at International Capital Strategies Federal Reserve Governor Stephen Miran joins for an extended discussion on the Fed, the US economic outlook, and rate cuts in 2025 and into next year. Heidi Crebo-Rediker, CEO at International Capital Strategies, talks about headlines from the UN and U...
Sep 25, 2025•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 25th, 2025 Featuring: 1) Marta Norton, Chief Investment Strategist at Empower, Jordan Rochester, Head: FICC Macro Strategy at Mizuho EMEA, and David Katz, President and CIO of Matrix Asset Advisors, react to GDP and today's eco data and discuss the US economic outlook. 2) Win Thin, Chief Economist at Bank of Nassau, joins for an extended discussion on US gr...
Sep 25, 2025•39 min
Rick Wurster, President and CEO at Charles Schwab Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management Peter Tchir, Head of Macro Strategy at Academy Securities Nathan Sheets, Chief Global Economist at Citi Rick Wurster, President and CEO at Charles Schwab, shares his thoughts on bank strategy, outlook, and the broader economic environment. Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management, discusses equities and as...
Sep 24, 2025•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 24th, 2025 Featuring: 1) Admiral Michael Mullen, 17th Chairman of the Joint Chiefs of Staff, talks about rising global geopolitical tensions and what we've learned so far at UNGA 2) Anne Finucane, Rubicon Carbon Chairwoman, Former Bank of America Vice Chair, joins to talk about transition finance, capital allocation, and the global economic outlook 3) Anne ...
Sep 24, 2025•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lisa Shalett & Darren Shames. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 23, 2025•4 min
- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab - Wally Adeyemo, Former Deputy Secretary at US Treasury - Kristen Bitterly, Head: Wealth At Work at Citi - Stephen Stanley, Chief Economist at Santander Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talk about the outlook for equities and risks in markets. Wally Adeyemo, Former Deputy Secretary at US Treasury, discusses federal spending and federal economic priorities. Kristen Bitterly, Head: Wealth At Work at Cit...
Sep 23, 2025•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025 Featuring: 1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand amid geopolitical upheaval. 2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talk...
Sep 23, 2025•31 min
