Bloomberg Surveillance

- Christopher Waller, Member: Board of Governors at the Federal Reserve- Christopher Wright, US Energy Secretary- Scott Kirby, CEO of United Airlines- Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBCChristopher Waller, Member: Board of Governors at the Federal Reserve, joins to discuss his outlook for the US economy and rate cuts. Christopher Wright, US Energy Secretary, talks about the Trump administration's energy initiatives and policies. Scott Kirby, CEO of United Airlines, talks earnings and industry outlook. Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC, discusses dealmaking, M&A, and banking activity in the US.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025Featuring:1) Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses Treasury choppiness and the downward path of the 10-year. Meanwhile, gold soared to as high as $4,242 an ounce, taking gains this year to more than 60% as trade frictions and expectations for further Federal Reserve interest-rate cuts lured buyers. The dollar slipped for a third day, while Treasuries were little changed after two-year yields fell toward their lowest level for 2025. Oil rose from a five-month low.2) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Russia, broader geopolitical risk, and the vibes at the IMF. Ukraine is seeking US help for its war effort, with President Volodymyr Zelenskiy meeting President Trump at the White House to discuss air defense, long-range weaponry, and urgent energy assistance.3) David Bailin, CEO at CIO Capital Partners, talks about the new paradigm in wealth management as strategists try to figure out market moves. Global stocks continued their advance on Thursday as strong technology earnings shifted focus away from the lingering threat of a US-China trade war.4) Regina Mayor, Global Head of Clients & Markets at KPMG International, talks about the outlook for oil prices and energy policy in the US.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chris Whalen & Steve Auth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

David Kelly, Chief Global Strategist at JPMorgan Asset Management Tiffany Wilding, Economist at PIMCO Gil Luria, Head of Technology Research at DA Davidson Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Economist at PIMCO, gives her outlook for Fed monetary policy with the US government shutdown now in its third week. Gil Luria, Head of Technology Research at DA Davidson, provides his thoughts on the AI arms race.  Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes, shares why this earnings season could lead to pullbacks. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 15th, 2025- Maurice Obstfeld, Senior Fellow at the Peterson Institute for International Economics & Professor of Economics at UC Berkeley, discusses why tariffs should not be relied on as a long-term revenue tool.- Chris Whalen, Founder and Chairman at Whalen Global Advisors, reacts to big bank earnings and gives his perspective on why the Fed rate cut narrative has cooled considerably.- Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to discuss IT budgets falling below historic levels.- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Chinese criminals making over $1 billion from scam texts, and reporting from The Washington Post on the US passport falling out of the top 10 most powerful passports globally.See omnystudio.com/listener for privacy information.

- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets- Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard- Rep. Mike Lawler, New York (R) Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-China trade conflict. David George, Senior Bank Analyst at Baird, reacts to earnings from JPMorgan Chase, Wells Fargo, Citi, and Goldman Sachs. Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard, gives his expectations for Fed policy amid delayed US economic data. Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 14th, 2025- Lisa Shalett, Chief Investment Officer at Morgan Stanley Investment Management, discusses how the recent gold rally may signal reserve de-dollarization and a transformation in currency systems, involving stablecoins and cryptocurrencies.- Karen Manna, Vice President at Federated Hermes, talks market uncertainty as shutdown-related data delays cloud the macro picture.- Shana Sissel, Founder and CEO of Banrion Capital Management, explains how ongoing inflation pressures tied to tariffs and a divided FOMC suggest future easing remains uncertain.- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how Taylor Swift is 'rewriting' the business of record sales, and reporting from The Washington Post that a historic wave of retirements is straining the federal workforce.See omnystudio.com/listener for privacy information.

- Seema Shah, Chief Global Strategist at Principal Asset Management- Jean Boivin, Head of the BlackRock Investment Institute- Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser- Abigail Watt, US Economist at UBS Seema Shah, Chief Global Strategist at Principal Asset Management, shares her outlook for markets amid renewed hopes for a US-China trade deal. Jean Boivin, Head of the BlackRock Investment Institute, gives his views on the AI trade and its impact on the broader equity market. Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser, discusses what's next in the Middle East after Hamas freed all 20 remaining living Israeli hostages from the Gaza Strip on Monday morning, following a US-led deal reached late last week. Abigail Watt, US Economist at UBS, talks about the growing focus shift to alternate economic data amid the US government shutdown.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 13th, 2025Featuring:- Galit Altstein, Bloomberg News Reporter in Tel Aviv, reacts to President Trump calling for “the historic dawn of a new Middle East” in an address to the Israeli parliament, as he visits the region to celebrate a deal halting the war in Gaza and securing the release of prisoners held by Hamas.- Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins for a chat on earnings sentiment and large cap tech earnings with earnings season set to kick off.- Selma Hepp, Chief Economist at Cotality, gives her perspective on consumer sentiment and home ownership.- David Maxwell, Managing Director at Sustainable Development Capital, discusses on energy efficiency and decarbonization.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lindsey Piegza & Katy Kaminski Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Paul Christopher, Head: Global Market Strategist at Wells Fargo- Ajay Rajadhyaksha, Global Chairman: Research at Barclays- French Hill, Republican Congressman and Chair: House Financial Services Committee- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Paul Christopher, Head: Global Market Strategist at Wells Fargo, talks about the outlook for markets and equities. Ajay Rajadhyaksha, Global Chairman: Research at Barclays, offers his analysis of gold's record run. French Hill, Republican Congressman and Chair: House Financial Services Committee, talks about the US shutdown and priorities in the House. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, discusses the outlook for the airline industry.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 10th, 2025Featuring:1) Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie, joins to discuss the path ahead for the Fed and the geopolitical headwinds driving FX moves.2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her perspective on recent trends in equities, fixed income and commodities.3) Jurrien Timmer, Director of Global Macro at Fidelity Management & Research, talks valuations as traders look to the upcoming earnings season for validation of the artificial intelligence frenzy that has powered a record rally. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Lays chips getting a 'MAHA' makeover, as well as New York Post reporting on Quinnipiac University's latest NYC mayoral election poll.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Sebastien Page & James Steel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Hakeem Jeffries, House Minority Leader (D)- Danny Danon, Israel Ambassador to the UN- Richard Bernstein, CIO at Richard Bernstein Advisors- Vincent Reinhart, Chief Economist at BNY Investments Hakeem Jeffries, House Minority Leader (D), joins to discuss the US government shutdown and negotiations with Republicans. Danny Danon, Israel Ambassador to the UN, talks about the latest on the Israel-Gaza war. Richard Bernstein, CIO at Richard Bernstein Advisors, talks about what he expects from equities in Q4. Vincent Reinhart, Chief Economist at BNY Investments, offers his US economic outlook.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 13th, 2025Featuring:1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks asset allocation and the bearish and bullish growth frame.2) Jay Timmons, President and CEO at the National Association of Manufacturers, discusses how the shutdown is affecting of manufacturing, deregulation, and tariffs.3) James Steel, Chief Commodities Analyst at HSBC, joins to breakdown the safe haven rally into gold and silver.4) Nelson Yu, Head of Equities at AllianceBernstein, talks about the risk of complacency and the AI investment theme.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Clarida & Suzy Welch. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets- David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen- Gregory Daco, Chief Economist at EY ParthenonJulian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 13th, 2025Featuring:1) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended discussion on the US economy, market rally, and gold. Gold surged above $4,000 an ounce, with its 53% gain this year putting the traditional safe haven on course for its strongest annual advance since 1979.2) Jane Foley, Head of FX Strategy at Rabobank, talks about gold topping $4,000 and how it's affecting FX trades.3) Neil Shearing, Group Chief Economist at Capital Economics, discusses the global effects of tariffs and how economies are pricing in protectionism. Concerns have been growing that $16 trillion surge in the S&P 500 from its April lows had gone too far. Tuesday’s drop came amid mounting chatter about lofty valuations around artificial intelligence, with some market participants seeing an echo of the excesses that led to the dot-com crash 25 years ago.4) Suzy Welch, professor at NYU Stern School of Business, joins to talk about her essay on Gen Z, their values, and whether they are employable.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Matt Miskin & Barry Ritholtz.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ed Yardeni, Chief Investment Strategist at Yardeni Research- R Kipp deVeer, Co-President and Partner at Ares Management- Ned Lamont, Governor (D) of Connecticut- Bill Cassidy, Republican Senator: Louisiana Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for a discussion on the US equity outlook and the push higher in markets. R Kipp deVeer, Co-President and Partner at Ares Management, and Ned Lamont, Governor (D) of Connecticut, join from the Greenwich Economic Forum for discussions on the US economy and US leadership. Bill Cassidy, Republican Senator: Louisiana, joins to talk about the government shutdown and outlook for Trump administration priorites.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025Featuring: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 investors toward alternative assets such as gold and Bitcoin, sending both to new peaks.2) Libby Cantrill, Head: Public Policy at PIMCO, talks about potential shutdown off ramps and the outlook for Trump administration economic and political priorities. President Trump showed signs of cracking, sending mixed messages about the state of talks with Democrats on their biggest demand, which is related to health care subsidies.3) Mike Reid, Senior US Economist at RBC, talks about his outlook for a recession and reigniting inflation in the US. Meanwhile, Goldman Sachs Group Inc. raised its gold forecast for December 2026 to $4,900 an ounce, up from $4,300, citing ETF inflows and central-bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an 11th consecutive month.4) Dan Skelly, Head of Morgan Stanley's Wealth Management Market Research and Strategy Team, on the market's sustained push higher and defensive positions. A flurry of AI-related deals among chipmakers has propelled shares higher and fueled some concerns of a speculative bubble reminiscent of the late-1990s dot-com era.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 6th, 2025Featuring: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 the market implications of political turmoil in France and Japan. Japan’s Nikkei 225 index jumped to an all-time high as Sanae Takaichi was in line to become Japan’s next prime minister. European stocks dropped, with France’s CAC 40 benchmark plunging more than 2% amid fresh political turmoil.3) Curtis Sliwa, Republican candidate for NYC mayoral race, on his candidacy, fundraising, and policies in his campaign for NYC mayor. Support for Republican Curtis Sliwa has mostly tallied in the low double digits, putting him in third place behind the former Democratic governor Andrew Cuomo, who’s running as an independent, and Democratic nominee Zohran Mamdani.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's story on Taylor Swift's album release party and WSJ's report on why grown-ups are trading happy hour for field day activities.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 lack of clarity on jobs data. Dan Ives, Global Head: Technology at Wedbush Securities, talks about Tesla and recent Mag 7 and tech-related headlines. Jeannette Lowe, Director: Policy Research at Strategas Securities, joins to discuss the Trump administration policy priorities as the government shutdown continues.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025Featuring: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 Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 2nd, 2025Featuring: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 some economists warning that mass firings could sap corporate confidence and reduce capital investments.2) Ian Bremmer, founder at Eurasia Group, joins to discuss President Trump's peace plan for the Middle East and the latest on the war in Ukraine and Trump's approach to China. Arab and Muslim national leaders are pushing Hamas to accept the Gaza plan unveiled by President Trump, saying the need to end the fighting surpasses concern about the finer details.3) Wendy Schiller, professor at Brown University, with the latest DC headlines and who will win out politically from the government shutdown. The US government shutdown has entered its second day, with the Trump administration raising the stakes by halting $18 billion in infrastructure funding and signaling a willingness to fire thousands of federal workers.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ report on AI supremacy and the Financial Times' story on Universal and Warner Music nearing a landmark AI licensing deal.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 AssociatesJon 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 McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 1st, 2025Featuring: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 Trump and his policies.2) Amanda Lynam, Head: Corporate Credit at BlackRock, discusses any warning signs from the bond market as it relates to the government shutdown or if markets are looking right past it. Traders fear the loss of visibility will leave markets in the dark on the outlook for monetary policy, with the next Federal Reserve meeting still four weeks away.3) Blerina Uruci, Chief US Economist at T. Rowe Price, discusses the economic impact of the government shutdown and where traders and economists will look for clues on the economy with key economic data on hold. The impact of the shutdown could be felt soon, with Trump's administration planning mass firings of government workers and the potential for public frustration and economic impact if the shutdown continues.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on the CEO of LinkedIn saying he relies on AI to help him write high stakes emails and Bloomberg's report on why retailers asking for a law to round to the nearest nickel.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 GroupMark 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 at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO.    See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025Featuring: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 payrolls report in doubt amid a budget impasse in Congress.2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, on the latest of a looming government shutdown. The US is hurtling toward a government shutdown with Democrats and Republicans seemingly no closer to agreeing on a plan to fund federal operations.3) Suki Cooper, Global Head: Commodities Research at Standard Chartered Bank, brings us into the market open and talks about gold's record run. Gold's record-breaking rally came to a halt, with spot gold falling 0.9% after touching a new all-time high earlier on Tuesday.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on a record number of M&A deals and Business Insider's report on Bill Nye and brain health.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025Featuring: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 for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 American economy. Ryan Wang, US Economist at HSBC, shares how Friday's PCE print is helping reshape his economic outlook. Plus - Greek Prime Minister Kyriakos Mitsotakis says there is movement among European Union member states to issue joint debt to support a defense spending boost in the bloc. He speaks with Bloomberg News Editor-in-Chief John Micklethwait in New York as the 80th annual United Nations General Assembly winds down.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 26th, 2025Featuring: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 economy.2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about her outlook for equities, commodities, and other markets. After a $15 trillion rebound in global equities from April’s lows, traders now face a wall of uncertainty as tariff headlines return to unsettle markets and investors fret about inflated valuations for big tech companies. Fed policy, the upcoming earnings season, and the threat of a US government shutdown are also weighing on sentiment.3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks Russian incursions into NATO territory and what sanction power the US has to limit the country's aggression. NATO countries have faced a series of violations by Russian jets and drones in recent days, incidents that posed an unprecedented test of the alliance’s credibility just as Moscow is intensifying attacks on Ukraine’s civilian infrastructure as well. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on NBC's digital attack ads on YouTube TV and WSJ's report on AI spending.See omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 US politics. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London, disucsses his global market outlook. Chris Hyzy, Chief Investment Officer at Bank of America, reacts to GDP and all of today’s eco data.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 25th, 2025Featuring: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 growth concerns, splits across the Fed, and whether there's contagion risk from Argentina. US equities remained on the back foot after two days of losses as traders waited for new drivers to guide the market’s next move.3) Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins to discuss the war in Gaza. US envoy Steve Witkoff predicted a breakthrough in the Israel-Hamas conflict in the coming days after President Trump presented a plan to regional leaders.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on the billion-dollar quest to live beyond 100, and a Business Insider story on Costco getting a traffic boost from opening early for executive members.See omnystudio.com/listener for privacy information.

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 CitiRick 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 asset allocation. Peter Tchir, Head of Macro Strategy at Academy Securities, folds national security headlines into investing strategies. Nathan Sheets, Chief Global Economist at Citi, offers his outlook for the US economy. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 24th, 2025Featuring: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 UNGA2) Anne Finucane, Rubicon Carbon Chairwoman, Former Bank of America Vice Chair, joins to talk about transition finance, capital allocation, and the global economic outlook3) Anne Black, Managing Director JP Morgan Wealth Management, discusses client feedback within the private wealth space and positioning amid Fed easing4) Henry Fernandez, MSCI Chairman & CEO, on index rebalancing and the global equity outlook and index flowsSee omnystudio.com/listener for privacy information.

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/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 Citi, on asset allocation and the outlook for broader markets. Stephen Stanley, Chief Economist at Santander, talks about recent eco data and the direction of the US economy.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025Featuring: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, talks about equity risks and staying in the market. Investors are awaiting fresh Fed signals ahead of a speech by Chair Jerome Powell as earnings season looms as the next big test for stocks.3) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital Management, discusses complacent markets and fiscal fears in the bond market.4) Margaret Franklin, CEO at the CFA Institute, joins to talk about impact of AI on CFA and sustainability goals amid climate week.See omnystudio.com/listener for privacy information.