Bloomberg Surveillance

Featuring: Frances Donald, Senior VP & Chief Economist at RBC Ryan Petersen, Chairman, CEO & Founder of Flexport Inc Republican Senator Dave McCormick of Pennsylvania See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, March 25th, 2026 Featuring:1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, joins for an extended discussion on geopolitical risk and the Fed's path ahead2) Tina Fordham, Founder at Fordham Global Foresight, weighs in on the latest developments out of Iran.3) Brian Belski, CEO & CIO at Humilis Investment Strategies, on the inflationary impact of the oil price shock.4) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, discusses the resilience of US equities amid geopolitical tensions.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 our conversations with BlackRock’s Wei Li & Brad Neuman of Alger.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Vikas Dwivedi, Economist: Global Oil & Gas at Macquarie Energy Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, March 24th, 2026 Featuring:1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the disconnect between markets and macro risks.2) Mark Howard, Senior Multi-Asset Specialist at BNP Paribas, on the inflation impact posed by escalation in the Middle East.3) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, on the latest developments out of Iran.4) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, examines the convergence of geopolitical turmoil and domestic political pressure.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 our conversations with AllianceBernstein’s Nelson Yu & Nancy Tengler of Laffer Tengler Investments.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Michael Haigh, Managing Director & Head of FIC and Commodity Research at Societe Generale London Federal Reserve Board of Governors Member Stephen Miran See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, March 23rd, 2026Featuring:1) Onur Ant, Bloomberg News Middle East & North Africa Managing Editor, on the latest developments out of Iran.2) Nelson Yu, Senior Vice President & Head of Equities at AllianceBernstein, discusses market fragility and concentration risk.3) Nancy Tengler, CEO & CIO at Laffer Tengler Investments, examines long term opportunity beyond geopolitical headlines.4) Olivia White, Senior Partner & Director at McKinsey Global Institute, on the geopolitical factors reshaping global trade.See omnystudio.com/listener for privacy information.

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.See omnystudio.com/listener for privacy information.

Featuring: Stephen Schork, President, Editor, Founder of the Schork Group Inc. Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association Thierry Wizman, Director of Global Currencies at Macquarie Group See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Lisa MateoFriday March 20th, 2026 Featuring:1) Mike McGlone, Bloomberg Intelligence commodities analyst2) Cole Smead, CEO at Smead Capital Management 3) Karen Manna, Vice President & Fixed Income Investment Director at Federated Hermes4) Rebecca Walser, President at Walser Wealth Management 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 our conversation with Gary Gensler Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Krishna Guha, Vice Chairman & Head: Central Bank Strategy at Evercore Isi Edward Fishman, Director: Center for Geoeconomic Studies at Council on Foreign Relations Samantha Dart, Managing Director & Head: Natural Gas Research at Goldman Sachs & Co. See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday March 19th, 2026 Featuring:1) Gary Gensler, Former SEC Chair & Professor of the Practice of Global Economics and Management as well as of Finance at the MIT Sloan School of Management2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets3) Anna Wong, Chief US Economist for Bloomberg Economics4) Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Jonathan Ferro 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 left interest rates unchanged and continued to expect one rate cut this year as they acknowledged increased uncertainty due to war in the Middle East. Chair Jerome Powell emphasized that to resume lowering rates, officials would have to see progress in reducing inflation, especially goods inflation that has been boosted by tariffs.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.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 our conversations with Alicia Levine of BNY Wealth and Bloomberg's Will Kennedy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Dan Pickering, CIO of Pickering Energy Partners Neil Dutta, Partner & Head of Economic Research at Renaissance Macro Research Seth Jones, Senior VP & Director of International Security Program at the Center for Strategic & International Studies See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday March 18th, 2026 Featuring:1) Will Kennedy, Bloomberg News Director for Europe, Middle East and Africa2) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management 3) Barry Eichengreen, Professor: Economics & Political Science at UC Berkeley 4) Alicia Levine, BNY Wealth Head: Investment Strategist5) Bloomberg's Alexis Christoforous with a look at Front Page headlines across the Globe.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 our conversations with Jason Trennert from Strategas Securities and London Metropolitan Police Commissioner Sir Mark Rowley Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Victoria Gardner Coates, Former Trump Deputy National Security Advisor Bob McNally, President & Founder of Rapidan Energy Advisors LLC Gil Luria, Managing Director & Head: Technology Research at DA Davidson & Co. See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday March 17th, 2026 Featuring:1) Alexis Crow, Partner & Chief Economist at PwC US2) Sir Mark Rowley, London Metropolitan Police Commissioner3) Jason Trennert, Chairman & CEO at Strategas Securities4) Bloomberg's Alexis Christoforous with a look at Front Page headlines across the Globe.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 our conversations with Bloomberg Anchor Joumanna Bercetche and Bloomberg Oil strategist Julian Lee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Stephen Parker, Managing Director and Co-Head: Global Investment Strategy at J.P. Morgan Private Bank Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousThursday, March 16th, 2026 Featuring:1) Joumanna Bercetche, Anchor of Bloomberg Horizons2) Julian Lee, Bloomberg News Oil Strategist3) Tricia Scarlata, Head of Education Savings at JPMorgan Asset Management 4) Bloomberg's Alexis Christoforous, with a look at Front Page headlines across the Globe.See omnystudio.com/listener for privacy information.

Jeanine Pirro vowed to continue her investigation of Federal Reserve Chair Jerome Powell after a judge rejected subpoenas issued to the central bank, threatening to delay the confirmation of Kevin Warsh as Powell’s successor. US District Judge James Boasberg said the government had advanced no evidence to justify the subpoenas — relating to renovations to the Fed’s headquarters and Powell’s comments about the project — and said they clearly reflected an “improper motive” of retaliating against Powell over policy differences. Pirro, who leads the US Attorney’s Office for the District of Columbia, called the ruling wrong and said they would appeal the decision. “This process has been arbitrarily undermined by an activist judge,” Pirro said in a press conference Friday. “The process should have been allowed to run its course, and it wasn’t. And shame on them.” For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol Massar and Tim Stenovec speak with: June Grasso, Bloomberg legal analyst and host of Bloomberg Law Michael McKee, Bloomberg International Economics & Policy correspondent Tim O'Brien, Bloomberg Opinion senior executive editor  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 our conversations with Ziad Daoud from Bloomberg Economics and Michael Nierenberg of Rithm Capital.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Eugene Seroka, Port of Los Angeles Executive Director Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association Rachel Ziemba, Adjunct Senior Fellow at the Center for New American Security See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousThursday, March 13th, 2026 Featuring:1) Ziad Daoud, Chief Emerging Markets Economist for Bloomberg Economics on how the conflict in Iran will reshape the Gulf. 2) Leslie Vinjamuri, President & CEO at Chicago Council on Global Affairs, on how President Trump abandoning a strategy of coercive diplomacy.3) Michael Nierenberg, CEO at Rithm Capital, on the concerns with Private credit.4) Kathy Bostjancic, Senior Vice President & Chief Economist at Nationwide on PCE and 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 our conversations with Hartree Partners’ Ed Morse & Audrey Childe-Freeman of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, CEO & Chief Market Strategist at Truist Advisory Services Dr. Jorge Leon, Senior VP & Head of Geopolitical Analysis at Rystad Energy Libby Cantrill, Managing Director & Head of Public Policy at PIMCO See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousThursday, March 12th, 2026Featuring:1) Gita Gopinath, Former IMF Deputy Managing Director and Professor of Economics at Harvard University, joins for an extended conversation on how a prolonged Iran conflict may slow global economic growth.2) Ed Morse, Senior Advisor at Hartree Partners, talks energy market disruption and the efficacy of strategic petroleum reserve releases.3) Steven Major, Global Macro Advisor at Tradition, on rising stagflation risk in bond markets.4) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, discusses the headwinds guiding the Fed's path ahead.See omnystudio.com/listener for privacy information.

Featuring: Stephen Auth, Executive VP & Chief Investment Officer: Equity at Federated Global Investment Management Dean of the Purdue Business School & Former St. Louis Fed President James Bullard Samantha Dart, Managing Director & Head: Natural Gas Research at Goldman Sachs See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Damian Sassower Featuring:1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print.2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk.3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks.4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.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 our conversations with Vontobel’s Chairman of the Board Andreas Utermann & Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Nate Thooft, CIO of Equities & Multi-Asset Solutions at Manulife Investment Management Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Abigail Watt, US Economist for UBS Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Damian SassowerTuesday, March 10th, 2026 Featuring:1) Ed Yardeni, President & Founder at Yardeni Research, on why he sees increased odds of a US market meltdown.2) Patrick Murphy, Executive Director of Geopolitical Advisory at Hilco Global & former Under Secretary of the US Army, examines the inflationary impact of the war with Iran3) Andreas Utermann, Chairman, Board of Directors at Vontobel, discusses his global macro outlook and opportunities for diversification.4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, examines the political pressure the White House is facing over Iran.5) Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management, examines signs of systemic stress in markets.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 our conversations with Energy Vista’s Leslie Palti-Guzman & Golnar Motevalli of Bloomberg News.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Jeannette Lowe, Managing Director of Policy Research at Strategas Former Kansas City Fed President Esther George See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousMonday, March 9th, 2026Featuring:1) Golnar Motevalli, Bloomberg News Middle East Reporter, on Iran naming Mojtaba Khamenei, the hardline son of the late Ayatollah Ali Khamenei, as its new supreme leader.2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the market reaction to the prospect of prolonged war in the Middle East.3) Leslie Palti-Guzman, Founder at Energy Vista, examines geopolitical risks to oil and gas production.4) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks headline driven volatility from the global oil shock.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 our conversations with New Century Advisors’ Claudia Sahm & Eric Van Nostrand of Lazard Asset Management.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Republican Congressman French Hill of Arkansas Federal Reserve Governor Christopher Waller Dan Jorgensen, European Commission Energy Commissioner See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, March 6th, 2026 Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, and Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, react to the February jobs report.2) Eric Van Nostrand, Chief Investment Officer at Lazard Asset Management, assesses how geopolitical risk is weighing on markets.3) Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on the importance of the ‘front page risk vs. bottom line risk’ framework.4) Brian Gardner, Chief Washington Policy Strategist at Stifel, reacts to Congress striking down the Iran war powers measure.See omnystudio.com/listener for privacy information.

US employers unexpectedly cut jobs in February and the unemployment rate rose, raising doubts about the health of the labor market. Nonfarm payrolls decreased 92,000 last month after a strong start to the year, according to Bureau of Labor Statistics data out Friday. The unemployment rate climbed to 4.4%. The decline in payrolls partly reflected a decrease in health care employment due to strike activity. Bloomberg Surveillance broke the numbers and got instant reaction from: Claudia Sahm, Chief Economist at New Century Advisors Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management Jennifer Lee, Senior Economist at BMO Capital Markets 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 our conversations with Brean Capital’s John Ryding & Wayne Sanders of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co Victoria Gardner Coates, Former US Deputy National Security Advisor Jed Dorsheimer, Head of Energy & Sustainability at William Blair & Co See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, March 5th, 2026 Featuring:1) John Ryding, Chief Economic Advisor at Brean Capital, examines the relationship between geopolitical shock and economic resilience.2) Fiona Greig, Global Head of Policy & Research at Vanguard, discusses the state of the American labor market.3) Wendy Schiller, Professor of Political Science at Brown University, on midterm primaries and the Senate's rejection of a war powers resolution.4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, discusses military escalation in the Persian Gulf and the Strait of Hormuz.See omnystudio.com/listener for privacy information.

Featuring: Sebastien Page, Chief Investment Officer & Head of Global Multi-Asset at T. Rowe Price Jonathan Lieber, Managing Director & Head of Research at Eurasia Group US Federal Reserve Governor Stephen Miran See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Wednesday, March 4th, 2026Featuring:1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, discusses using real asset equities as a geopolitical hedge.2) Debbie Cunningham, CIO: Global Liquidity Markets at Federated Hermes, discusses structural shifts in cash management.3) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses why conflict in the Middle East is not expected to be stagflationary for the US.4) Angie Gildea, Oil & Gas Leader at KPMG, assesses the disruption risks of a Strait of Hormuz closure.5)Liana Fix, Senior Europe Fellow at the Council on Foreign Relations, on European criticism of the Iran conflict and Germany's resurgence as a military powerhouse.See omnystudio.com/listener for privacy information.

Featuring: Torsten Slok, Partner & Chief Economist at Apollo Management USMC Retired Major General Mastin Robeson Ryan Petersen, Chairman, CEO & Founder of Flexport Inc. See omnystudio.com/listener for privacy information.