Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, December 22nd, 2025 Featuring: 1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael P...
Dec 22, 2025•36 min
US Trade Representative Jamieson Greer Ohsung Kwon, Chief Equity Strategist, Wells Fargo Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council...
Dec 19, 2025•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 19th, 2025 Featuring: 1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility. 2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence. 3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examine...
Dec 19, 2025•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Anna Wong, Chief US Economist for Bloomberg Economics. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 18, 2025•4 min
Featuring: Brent Schutte, Chief Investment Officer, Northwestern Mutual Wealth Management Henrietta Treyz, Director of Economic Policy Research, Veda Partners Erika Najarian, Financial Sector Research Head Pooja Kumra TD Securities European & UK Rates Senior Strategist See omnystudio.com/listener for privacy information.
Dec 18, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 18th, 2025 Featuring: 1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish outlook for US equities into 2026.3) Dan Ives, Global Head of Tech Research at Wedbush Securities, rea...
Dec 18, 2025•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 17, 2025•4 min
Featuring: Sheila Kahyaoglu, Senior Equity Research Analyst, Jefferies Rep. French Hill (R-AR) Elizabeth Economy, Hoover Institution Senior Fellow, US Commerce Department Former Senior China adviser See omnystudio.com/listener for privacy information.
Dec 17, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 17th, 2025 Featuring: 1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble. 2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026. 3) Stephen Kim, Head of Housing Research at...
Dec 17, 2025•41 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Rosenberg Research founder David Rosenberg & Martha Gimbel of the Yale Budget Lab. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 16, 2025•4 min
Frances Donald, Chief Economist at RBC Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income Terry Haines, Founder at Pangaea Policy Elyas Galou, Senior Investment Strategist at BofA Securities Lucy Baldwin, Global Head of Research at Citi Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare...
Dec 16, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 16th, 2025 Featuring: 1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 20...
Dec 16, 2025•25 min
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners Pooja Sriram, Vice President of US Economic Research at Barclays Keith Lerner, Co-CIO and Chief Market Strategist at Truist Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall S...
Dec 15, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, December 15th, 2025 Featuring: 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026. 2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion. 3) Campbell...
Dec 15, 2025•33 min
Peter Tchir, Head of Macro Strategy at Academy Securities Yelena Shulyatyeva, Senior US Economist at The Conference Board Jason Bazinet, Global Head of Media and Entertainment at Citi Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Con...
Dec 12, 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, December 12th, 2025 Featuring: 1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sect...
Dec 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 our conversations with Goldman Sachs’ Robert Kaplan & Anna Wong of Bloomberg Economics. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 11, 2025•3 min
Featuring: Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist See omnystudio.com/listener for privacy information.
Dec 11, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 11th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut. 2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern. 3) Iain Stealey, International CIO for Fixed Income at ...
Dec 11, 2025•29 min
Bloomberg's Tom Keene 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 delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026. The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of...
Dec 10, 2025•24 min
Bloomberg's Tom Keene 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.
Dec 10, 2025•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Frances Donald and Robert Fishman Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 10, 2025•3 min
Featuring: Mike Wirth, Chevron CEO Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist Lindsey Piegza, Chief Economist, Stifel Nicolaus See omnystudio.com/listener for privacy information.
Dec 10, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 10th, 2025 Featuring: 1) Frances Donald, Chief Economist at RBC, previews the Fed decision2) Robert Fishman, Moffettnathanson Senior Analyst, on WBD/Amazon/Paramount3) Amanda Agati, Chief Investment Officer of Asset Management at PNC Bank, on markets4) Lisa Mateo with a look at front page headlines across the country See omnystudio.com/listener for...
Dec 10, 2025•32 min
Featuring: John Stoltzfus, Oppenheimer & Co Chief Investment Strategist Michelle Weaver, US Thematic & Equity Strategist, Morgan Stanley Eswar Prasad, Senior Fellow at the Brookings Institution See omnystudio.com/listener for privacy information.
Dec 09, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 9th, 2025 Featuring: 1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management2) Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors3) Lionel Laurent, Bloomberg Opinion Columnist4) Lisa Mateo with a look at front page headlines across the country See omnystudio.com/listener for privacy information....
Dec 09, 2025•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bloomberg Intelligence analyst, Geetha Ranganathan Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 08, 2025•3 min
Featuring: Christian Notling, Deutsche Bank Global Chief Investment Officer Rep. Patrick McHenry, former chair of the House Financial Services Committee Geetha Ranganathan, Bloomberg Intelligence media analyst Robert Fishman, Moffettnathanson Senior analyst See omnystudio.com/listener for privacy information.
Dec 08, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 8th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock 2) Geetha Ranganathan, Bloomberg Intelligence media analyst\ 3) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 4) Anastasia Amoroso, Chief Investment Strategist at Partners Group See omnystudio.com/listener for privacy information....
Dec 08, 2025•43 min
Featuring: Doug Burgam, US Secretary of the Interior Kate Moore, Chief Investment Officer, Citi Wealth Constance Hunter, Chief Economist, Economist Intelligence See omnystudio.com/listener for privacy information.
Dec 05, 2025•23 min
