Bloomberg Surveillance

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

- Sharon Bell, Senior European Equity Strategist at Goldman Sachs- Jon Lieber, Managing Director at Eurasia Group- Dan Ives, Global Head of Technology Research at Wedbush Securities- Neil Dutta, Partner at Renaissance Macro Research Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at Wedbush Securities offers a preview of Nvidia earnings on Wednesday. Neil Dutta, Partner at Renaissance Macro Research, reacts to recent eco data and 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 SweeneyFebruary 25th, 2025Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency" Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new world order Calvin Tse, Head of Macro Strategy, Americas at BNP Paribas, talks about inflationary tariffs and a flatter US yield curve Lisa Mateo on newspapers 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 Mike Wilson & James Steel Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Amos Hochstein, Former White House Senior Advisor to the President-Nela Richardson, Chief Economist & ESG Officer, ADP-Ed Mills, Raymond James policy analystSee 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 SweeneyFebruary 24th, 2025Featuring: Holger Schmieding, Chief Economist at Berenberg, on eco impact of German election Mike Wilson, Chief US Equity Strategist at Morgan Stanley Bob Doll, CIO at Crossmark Global Investments Lisa Mateo on newspapers 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 Robert Kaplan & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Nadia Lovell, Senior Strategist - US Equity, UBS- Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management- Tiffany Wilding, Economist: North America at PIMCO Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite inflation. JPMorgan Asset Management's Kelsey Berro talks about signals from the bond market. Tiffany Wildling, PIMCO Economist, discusses recent eco data and offers her outlook on the labor market.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 SweeneyFebruary 21st, 2025Featuring: Robert Kaplan, Vice Chairman at Goldman Sachs and former President at Dallas Fed, joins for an extended discussion on inflation, the Fed, and the US economy Ellen Wald, Senior Fellow at the Atlantic Council, on energy volatility and prices amid uncertainty in Ukraine and other global conflicts Mark Gurman, Chief Correspondent: Apple & Tech with Bloomberg News, joins in studio for a discussion on Apple's new products and a broader look a the tech space, including Nvidia's key earnings next week Lisa Mateo on newspapers 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 Jason Furman & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Scott Bessent, US Treasury Secretary- Gennadiy Goldberg, Head of US Rates Strategy at TD Securities- Claudia Sahm, Chief Economist at New Century AdvisorsUS Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century Advisors, reacts to jobless claims and offers her outlook on the US labor market.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 SweeneyFebruary 20th, 2025Featuring: Jason Furman, Professor of the Practice of Economic Policy at Harvard, discusses his Foreign Affairs column on the economic policy shortcomings of the Biden administration Libby Cantrill, Managing Director: Public Policy at PIMCO, on how a budget fight in Congress could impact markets as well as President Trump's recent policy proposals David Sowerby, Managing Director and PM at Ancora, offers his stock picks and talks about the sustainability of the equity rally Wendy Schiller, professor at Brown University, on the slew of political headlines this week and uncertainty surrounding America's Ukraine policy See omnystudio.com/listener for privacy information.

- Ed Mills, Managing Washington Policy Analyst at Raymond James- Subadra Rajappa, Head: US Rates Strategy at Societe Generale- Liz Young Thomas, Head: Investment Strategy at SoFi- Matthew Luzzetti, Chief US Economist at Deutsche BankEd Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and currency moves amid Trump policy proposals. Liz Young Thomas with SoFi offers her outlook for the equity markets. Deutsche Bank Chief US Economist Matt Luzzetti joins to discuss recent eco data and give his outlook for inflation.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 Stephanie Baker & Edward Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 SweeneyFebruary 19th, 2025Featuring: Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump admin Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, joins for an extended discussion on the banking sector and how big banks will perform in a second Trump term Lisa Mateo on newspapers 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 Tobin Marcus & Michael McKee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Brian Levitt, Global Market Strategist at Invesco- Scott Chronert, Head:US Equity Strategy Research at Citi- Kevin Gordon, Senior Investment Strategist at Charles Scwhab- Nela Richardson, Chief Economist & ESG Officer at ADP Brian Levitt with Invesco and Scott Chronert of Citi discuss the outlook for equities in the US and abroad amid recent inflation data and geopolitical uncertainty. ADP's Nela Richardson breaks down the latest inflation data out of the US and talks about whether investors could see changes in the labor market in the coming months. Kevin Gordon, Senior Investment Strategist at Charles Scwhab, on recent eco data and what to expect from the Fed and its next meeting. 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 SweeneyFebruary 18th, 2025Featuring: Callie Cox, Chief Market Strategist for Ritholtz Wealth Management, brings us into the market open and discusses the bull case for equities despite geopolitical and inflation risks mounting Marc Champion, Bloomberg Opinion columnist, discusses his piece on the end of the Trans Atlantic alliance as Ukraine talks get underway Tobin Marcus, Head: Policy at Wolfe Research, talks about the eventual impact of reciprocal tariffs and major cuts to spending potentially on the way from Congress Lisa Mateo on newspapers 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 a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Jim Bianco, President at Bianco Research- Jeannette Lowe, Director of Policy Research at Strategas Securities- Lindsey Piegza, Chief Economist at Stifel- Peter Tchir, Head of Macro Strategy at Academy Securities Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy at Academy Securities, offers his market and economic outlook amid tariff and inflation uncertainty. Lindsey Piegza, Chief Economist at Stifel, reacts to retail sales and discusses how they impact markets and the 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 SweeneyFebruary 14th, 2025Featuring: Ed Yardeni, President at Yardeni Research, on Fed rate cuts as inflation heats up and Trump's tariffs loom Jay Hatfield, CEO at Infrastructure Capital Management, brings us into retail sales and discusses why he believes gradual disinflation is still in play Lindsey Piegza, Chief Economist at Stifel, joins for an extended discussion on the Fed and why it could hike rates Lisa Mateo on newspapers 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 & Angela Stent. 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- Steve Ricchiuto, Chief Economist at Mizuho- Nadia Martin Wiggen, Director at Svelland Capital UK- Andrew Hollenhorst, Chief US Economist at Citi Julian Emanuel with Evercore ISI discusses yesterday's hotter-than-expected CPI reading and how it could weigh on stocks. Mizuho's Steve Ricchiuto talks about the direction of the US economy amid the uncertain path of inflation. Nadia Martin Wiggen, Director at Svelland Capital UK joins to talk about how political headlines are affecting energy prices. Andrew Hollenhorst, Chief US Economist at Citi, reacts to today's PPI reading.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 SweeneyFebruary 13th, 2025Featuring: Jeff deGraaf, Head: Technical Research and co-founder at Renaissance Macro Research, talks about yesterday's hot inflation report, the Fed's approach to rates, and whether the Fed's still behind the curve Wendy Schiller, professor at Brown University, on a recent slew of headlines out of DC, including President Trump's cabinet confirmations and Trump's call with Putin Julia Pollak, Chief Economist at ZipRecruiter, joins to react to jobless claims and PPI Angela Stent, Senior Fellow at The Brookings Institute and Georgetown professor, on President Trump's call with Vladimir Putin Lisa Mateo on newspapers 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 Tina Fordham & Ebrahim Rahbari. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Lisa Shalett, CIO Wealth Management at Morgan Stanley- Bill Dudley, Bloomberg Opinion columnist and former New York Fed president- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Mohamed El-Erian, President of Queens' College, CambridgeLisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly of JPMorgan Asset Management and Mohamed El-Erian with Queens' College, Cambridge react to CPI.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene & David GuraFebruary 12th, 2025 Featuring:Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets French Hill, US Republican Rep from Arkansas, discusses his new role as in Congress as the Chairman of the House Financial Services Committee and President Trump's spending initiativesSee 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 Stuart Kaiser & Monica DiCenso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ed Mills, Washington Policy Analyst at Raymond James- Leslie Falconio, Head: Taxable Fixed Income Strategy- Sinead Colton Grant, CIO at BNY Wealth- Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about recent bond market moves and outlook for yields. Sinead Colton Grant with BNY and Saira Malik of Nuveen discuss the equity bull run and market 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 SweeneyFebruary 11th, 2025Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, talks asset allocation and the outlook for the S&P and US economic growth Meghan Robson, Head of US Credit Strategy at BNP Paribas, talks about credit spreads and recent bond market moves Brad Lander, NYC Comptroller and NYC mayoral candidate, on his mayoral candidacy for this year, Eric Adams, and the city's financing Mark McCormick, Global Head: FX & EM Strategy at TD, talks about the outlook for currencies amid uncertain tariff policies, and today's show 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 Purves & Robert D. Kaplan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Nela Richardson, Chief Economist at ADP- Tobin Markets, Head: Policy & Politics at Wolfe Research- Francisco Blanch, Head: Global Commodities at Back of America- Erin Browne, Portfolio Manager at PIMCONela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about President Trump's recent tariff proposals, and Bank of America's Francisco Blanch talks about their potential impact on commodities. Erin Browne, Portfolio Manager at PIMCO, discusses the outlook for the bond market amid new tariff proposals.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 SweeneyFebruary 10th, 2025Featuring: Cam Dawson, CIO at NewEdge Wealth, talks about equites, tech CapEx, and inflation data Robert D. Kaplan, author and geopolitical risk expert, discusses his new book, the geopolitical implications of President Trump's expansionist ideas and the outlook for Ukraine and Gaza wars Pat Haskell, Head of Muni Bond Group at BlackRock, talks about investors putting money in munis and why bonds can be a safe play amid political volatility Lisa Mateo on newspapers 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 Ellen Zenter & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Torsten Slok, Chief Economist at Apollo Management- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock- Schweta Khajuria, Senior Research Analyst at Wolfe Research- Terry Haines, founder at Pangaea Policy We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's earnings and outlook for AI demand. Terry Haines, founder at Pangaea Policy, talks about the tax and budget battle in Washington.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 SweeneyFebruary 7th, 2025Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to today's jobs figures Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Amazon's earnings and AI outlook Enda Curran, Global Economy Reporter with Bloomberg News, on Trump's trade and economic policies 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 Amy Wu Silverman & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Darrell Cronk CIO: Wealth & Investment at Wells Fargo- Ed Mills, Washington Policy Analyst at Raymond James- Reid Hoffman, founder at Manas AI- Sonia Meskin, Economist at UBS SecuritiesDarrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discusses how markets are pricing in proposed economic policies and geopolitical strategies out of Washington. Reid Hoffman, LinkedIn co-founder and founder at Manas AI, joins for a conversation about artificial intelligence and tech.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 SweeneyFebruary 6th, 2025Featuring: Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing, and also outlines upside inflation risks Wendy Schiller, professor at Brown University, on the slew of headlines out of Washington and President Trump's newfound imperialism in his first three weeks of his second term Lisa Mateo on newspapers 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 Julian Emanuel & Ethan Bronner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Thomas Barkin, President of the Richmond Federal Reserve Bank- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management- Mike Wirth, Chairman at Chevron- Hugh Johnston, CFO of The Walt Disney CompanyRichmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty. Hugh Johnston, CFO of The Walt Disney Company, reacts to the company's earnings report. Mike Wirth, CEO and Chairman of Chevron, also discusses his company's earnings.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 SweeneyFebruary 5th, 2025Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a roller coaster of headlines Amanda Rebello, Head of XTrackers Sales, US Onshore at DWS, on investors protecting against geopolitical, trade, and earnings risks Ethan Bronner, Israel Bureau Chief for Bloomberg News, looks ahead to how President Trump's proposal for the US to take over the Gaza Strip transforms the US' relationship with the Middle East 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 & Krishna Memani. 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- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- George Saravelos, Global Head: FX Research at Deutsche Bank- Dan Ives, Global Head of Technology Research at Wedbush SecuritiesFrances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then pullback. George Saravelos with Deutsche Bank on the FX moves and dollar reaction to tariffs. Dan Ives with Wedbush Securities weighs in on how tariffs could, or could not, affect Big Tech.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 SweeneyFebruary 4th, 2025Featuring: Stephanie Roth, Chief Economist at Wolfe Research, discusses whether the threat of tariffs could affect the US economy and how the Fed might be pricing in tariff policy James Steel, Chief Commodities Analyst with HSBC, talks about volatility in commodities markets following President Trump's tariff announcement Krishna Memani, CIO at Lafayette College, joins to discuss capital markets and how they're affected by high valuations and tariff concerns Lisa Mateo on newspapers 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 Douglas Irwin & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Jason Furman, Professor of the Practice of Economic Policy at Harvard- Amrita Sen, founder at Energy Aspects- Stephen Stanley, Chief Economist at Santander- Earl Davis, Head: Fixed Income at BMO Asset Management Tariffs are in focus for markets all week as traders evaluate the fallout of President Trump's economic policies. Jason Furman of Harvard discusses the implementation of tariffs and its economic ripple effects. Energy Aspects' founder Amrita Sen breaks down the impact of tariffs on energy markets. Stephen Stanley with Santander and Earl Davis of BMO Asset Management also weigh in on how a US trade war will affect markets and the American 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 SweeneyFebruary 3rd, 2025Featuring: Doug Irwin, Dartmouth Professor of Economics and global trade expert, on the US trade war Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about the early reaction from investors on the trade war Gautam Mukunda, professor at Yale School of Management, discusses the political impact of the trade war and if there's any political will to stop it from either party, as well as other political headlines Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price Adam Posen, President, PIIE Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates 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 SweeneyJanuary 31st, 2025Featuring: Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence Simona Mocuta, Chief Economist at State Street Jen Flitton, Head of US Government Affairs at Invesco Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.