Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, November 3rd, 2025 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations and their impact on US agriculture policy and farmer sentiment.3) Pat Haskell, Head of Muni Bond Group at ...
Nov 03, 2025•34 min
- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management - Gene Munster, Managing Partner at Deepwater Asset Management - Ed Mills, Washington Policy Analyst at Raymond James - Winnie Cisar, Global Head of Strategy at CreditSights Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings...
Oct 31, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, October 30th, 2025 1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings. 3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focu...
Oct 31, 2025•24 min
- Stuart Kaiser, Head of Equity Trading Strategy at Citi - Leland Miller, CEO of China Beige Book - Sonal Desai, CIO for Fixed Income at Franklin Templeton - US Energy Secretary Chris Wright Stuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO of China Beige Book, discusses the state of US-China trade relations after President Trump's meeting with Chinese President Xi Jinping in South Korea. ...
Oct 30, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaThursday, October 30th, 2025 1) Joe Davis, Chief Economist and Global Head of Investment Strategy at Vanguard, shares his outlook for US rate policy following the Fed's second rate cut of the year. 2) Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on the state of US-China trade relations following Thursday's Trump-Xi meeting in South ...
Oct 30, 2025•28 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. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop up the labor market. The central bank reduced its benchmark lending rate to 3.75%-4% in its second s...
Oct 29, 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 Alicia Levine & John Mowrey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 29, 2025•3 min
- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock - Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research - Mary Lovely, Senior Fellow at the Peterson Institute Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednesday's FOMC rate decision and the potential impact to US treasuries. Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at Bla...
Oct 29, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, October 29th, 2025 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum. 2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FOMC decision.3) John Mowrey, Chief Investment Officer at NFJ Investment Group, on the potential impac...
Oct 29, 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 Robert Kaplan & Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 28, 2025•3 min
- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank - Ohsung Kwon, Chief Equity Strategist at Wells Fargo - Katy Kaminski, Chief Research Strategist at AlphaSimplex Group - Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his expectations for the Fed's easing cycle into 2026. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses why he's raising his year-end pri...
Oct 28, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu Tuesday, October 28th, 2025 1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting. 2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate cut by Fed policymakers. 3) Drew Matus, Chief Market Strategist at MetLife, on how the lack of econ...
Oct 28, 2025•40 min
Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigroup Global Markets Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade agreement. Vito Sperduto, Head of RBC Capital Markets: US, on the recent surge of M&A activity. Te...
Oct 27, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Monday, October 27th, 2025 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends. 2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-China trade talks and the ongoing US government shutdown. 3) David Rosenberg, Founder and President at...
Oct 27, 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 Kit Juckes and Jordan Rochester. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 24, 2025•4 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, October 24th, 2025 1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy. 2) Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, on the CPI report and the path ahead for the US econ...
Oct 24, 2025•34 min
- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - George Pollack, Senior Analyst for US Policy at Signum Global - John Stoltzfus, Chief Investment Strategist at Oppenheimer David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying US inflation rose at the slowest pace in three months, keeping the Federal Reserve on course to low...
Oct 24, 2025•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta & Jeff deGraaf of Renaissance Macro. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 23, 2025•3 min
- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities - Thomas DiNapoli, New York State Comptroller Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his expectation for Friday's US CPI report. Sarah Bianchi, Senior Managing Director at Evercore ISI, reac...
Oct 23, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney October 23rd, 2025 1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026. 2) David Lebovitz, Global Market Strategist at JPMorgan Investment Management, discusses how markets have remained resilient despite slower economic growth proj...
Oct 23, 2025•44 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Ed Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 22, 2025•4 min
Darrell Cronk, Chief Investment Officer at Wells Fargo Ed Mills, Washington Policy Analyst at Raymond James Jane Foley, Head of FX Strategy at Rabobank Virginia Governor Glenn Youngkin (R) Darrell Cronk, Chief Investment Officer at Wells Fargo, shares his 2025 and 2026 year-end projections for the S&P 500. Ed Mills, Washington Policy Analyst at Raymond James, discusses President Trump’s mixed signals regarding a potential meeting with Chinese President Xi Jinping at the APEC summit in Seoul ...
Oct 22, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney October 22nd, 2025 1) Wei Li, Global Chief Investment Strategist at BlackRock, gives her projection for corporate earnings and the US economy. 2) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses what's driving the retreat in oil prices and how long it can last. 3) Elizabeth Economy, Hargrove Senior Fellow and Professor of Political ...
Oct 22, 2025•36 min
Netflix said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates. The world’s most valuable entertainment company posted quarterly operating income of $3.24 billion, according to a statement Tuesday, about $400 million below its own forecast and analysts’ estimates. The company’s outlook for the current quarter is largely in line with Wall Street projections. Netflix had to pay about $619 million to settle a multiyear ...
Oct 21, 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 Dominic Konstam & Rohit Goel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 21, 2025•3 min
- Drew Matus, Chief Market Strategist at MetLife - Paul Jacobson, Chief Financial Officer at General Motors - Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management - Earl Davis, Head of Fixed Income and Money Markets, BMO Global Asset Management Drew Matus, Chief Market Strategist at MetLife, discusses how investors are turning to earnings for a beat on the economy in the absence of US economic data. Paul Jacobson, Chief Financial Officer at General Motors, joins to discuss the co...
Oct 21, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 21st, 2025 Featuring: 1) Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares his outlook for Fed rate policy as markets grapple with tariffs and trade tensions. 2) Yelena Shulyatyeva, Senior US Economist at The Conference Board, discusses CEO confidence and her expectations for US economic reports amid the ongoing...
Oct 21, 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 Steven Englander & Michael Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 20, 2025•3 min
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Innes McFee, Chief Global Economist at Oxford Economics Tom Tzitzouris, Head of Fixed Income Research at Strategas Terry Haines, Founder at Pangaea Policy Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses the recovery in stocks following credit fears that plagued markets last week. Innes McFee, Chief Global Economist at Oxford Economics, discusses investors looking for signs of strength beyond AI. Tom Tzitzouris, Head o...
Oct 20, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 20th, 2025 Featuring: 1) Michael Green, Chief Strategist at Simplify Asset Management, joins for a discussion on index funds and the consequences of passive investing. 2) Henrietta Treyz, Managing Partner at Veda Partners, gives her perspective on trade talks, and the government shutdown as it enters its third week. 3) Steve Englander, Global Head of G10 F...
Oct 20, 2025•34 min
