Bloomberg Surveillance

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, February 6th, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.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 Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Chris Caso, Managing Director: Semiconductors at Wolfe Research Edward Mills, Managing Director & Washington Policy Analyst for Raymond James 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 Sweeney, Thursday, February 5th, 2026Featuring:1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.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 Steve Englander & Meredith Whitney.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas 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, February 4th, 2026Featuring:1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data.2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis.3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.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 Cornell University’s Eswar Prasad & Jed Kolko of the Peterson Institute for International Economics.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF  See omnystudio.com/listener for privacy information.

Featuring: Steven Englander, Standard Chartered Bank, Global Head: G10 FX Research Terry Haines, Founder of Pangaea Policy Yelena Shulyatyeva, Senior US Economist for The Conference Board 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, February 3rd, 2026Featuring:1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market.2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.See omnystudio.com/listener for privacy information.

Featuring: Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Andrew Hollenhorst, Citigroup Global Markets Chief US Economist Henrietta Treyz, Co-Founder of Veda Partners 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 & Alexis ChristoforousMonday, February 2nd, 2026Featuring:1) James Steel, Chief Precious Metals Analyst at HSBC, reacts to the overnight decline in gold and silver.2) Madison Faller, Global Investment Strategist at JPMorgan Private Bank, discusses how strong earnings and stable inflation are creating room for higher valuations.3) Joe Davis, Global Chief Economist at Vanguard, discusses the FOMC adopting a more optimistic tone on growth and labor.4) Henrietta Treyz, Co-Founder & Director of Economic Policy at Veda Partners, on the brewing funding showdown in DC and the potential implications for midterm elections.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 Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors.  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. Republican Senator Thom Tillis of North Carolina Dan Ives, Wedbush Securities Managing Director & Global Head: Tech Research 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, January 30th, 2026Featuring:1) Neil Dutta, Head of Economic Research at Renaissance Macro Research2) Claudia Sahm, Chief Economist at New Century Advisors3) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management4) Katy Kaminski, Chief Research Strategist at AlphaSimplexSee 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 Madison and Wall’s Brian Wieser & Nancy Lazar of Piper Sandler.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Claudia Sahm, Chief Economist at New Century Advisors Angelo Zino, CFRA Senior VP and Head of Technology Jeanette Lowe, Managing Director of Policy Research at Strategas 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 & Paul SweeneyThursday, January 29th, 2026Featuring:1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings. 2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans. 3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.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 pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments.The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction.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 SurveillanceSee 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 Bank of Nassau's Win Thin & Constance Hunter of EIU.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 SweeneyWednesday, January 28th, 2026Featuring:1) Constance Hunter, Chief Economist at EIU, shares her expectations for today's FOMC rate decision. 2) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how small cap outperformance has evolved into an economic growth trade in 2026. 3) Win Thin, Chief Economist at Bank of Nassau & Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, join for an extended conversation on the state of the American economy. 4) Saleha Mohsin, Bloomberg News Senior Washington Correspondent, on recent dollar volatility and President Trump's looming Fed chair pick.See omnystudio.com/listener for privacy information.

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy & Politics 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 MAI Capital’s Chris Grisanti & Cameron Dawson of NewEdge Wealth.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City 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 SweeneyTuesday, January 27th, 2026Featuring:1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how lofty 2026 earnings forecasts set a high bar for investors. 2) George Catrambone, Head of Fixed Income: Americas at DWS Group, examines how recent geopolitical events are driving market volatility. 3) Kit Juckes, Chief FX Strategist at Societe Generale, discusses the balance between US political pressure and Japan’s fiscal constraints. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Yale's endowment struggles, and a Business Insider story on how Finland is looking to poach top US tech talent.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 Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley 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 SweeneyMonday, January 26th, 2026Featuring:1) Seth Carpenter, Global Head of Macro Research at Morgan Stanley, discusses the outlook for US growth and the Fed's path ahead. 2) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, examines the fallout of this weekend's ICE shooting in Minnesota. 3) Brian Belski, CEO and CIO at Humilis Investment Strategies, on how attractive valuations are creating tailwinds for small and mid cap equities. 4) Janno Lieber, MTA Chair & CEO, on the agency's post-snowstorm recovery efforts.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 & Joe Quinlan.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Terry Haines, Founder of Pangaea Policy Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC Duncan Edwards, CEO of British American Business 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 SweeneyFriday, January 23rd, 2026Featuring:1) Joe Quinlan, Head of CIO Market Strategy at Merrill and Bank of America Private Bank, talks equity market strength and sector rotation. 2) Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses bond market resilience and her expectations for next week's FOMC meeting. 3) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, examines how President Trump’s second term policies are reshaping both the economic and investing landscape. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post expose on price gouging ahead of this weekend's winter storm, and a Business Insider story on Bojangles wanting New Yorkers to ditch their bagels for biscuits.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 Rebecca Patterson of the Council on Foreign Relations.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Chris Wright, US Secretary of Energy Howard Lutnick, US Secretary of Commerce Brian Moynihan, Bank of America Chairman and 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 SweeneyThursday, January 22nd, 2026Featuring:1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates, discusses how policy unpredictability could reshape global demand for US assets.2) Wendy Schiller, Professor of Political Science at Brown University, on the Supreme Court's deliberations over efforts to fire Fed Governor Lisa Cook.3) Jane Foley, Head of FX Strategy at Rabobank, on the renewed debate over the dollar’s safe haven status amid US-Europe tensions.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Duke University suing its star quarterback, and a New York Times story on federal regulators taking aim at late-night TV.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 SweeneyWednesday, January 21st, 2026Featuring:1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI 2) Jonathan Maxwell, Co-Founder & CEO at Sustainable Development Capital 3) Dana Telsey, CEO & Chief Research Officer at Telsey Advisory Group 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News report on colleges deploying AI in their admissions process.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 Evercore ISI’s Julian Emanuel & Jonathan Maxwell of Sustainable Development Capital LLP.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: David McKay, President and CEO of the Royal Bank of Canada Ted Pick, Chairman and CEO of Morgan Stanley Senator Thom Tillis of North Carolina 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 Bloomberg Opinion's Marc Champion & Michael Purves of Tallbacken Capital Advisors.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Gary Cohn, IBM Vice Chairman Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives Alexander Stubb, President of Finland 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 SweeneyTuesday, January 20th, 2026Featuring:1) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses risk-off sentiment in European markets and why gold remains the best hedge. 2) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, on record bond ETF flows and the shift toward selective yield strategies. 3) Michael Darda, Chief Economist at Roth Capital Partners, discusses concerns around Fed stability and political pressure. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on MBAs from top business schools facing a difficult hiring outlook, and Bloomberg News reporting on how an all-female trading desk at Italy's Banca Promos is breaking the mold.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 Rockefeller Asset Management’s Avery Sheffield & Dr. Alexis Crow of PwC US.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones Jon Lieber, US Managing Director and Head of Research at Eurasia Group Stephen Stanley, Chief US Economist at Santander US Capital Markets 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 & Alexis ChristoforousFriday, January 16th, 2026Featuring:1) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, discusses how AI fragmentation and inflation are defining investor strategy. 2) Dr. Alexis Crow, Partner & Chief Economist at PwC US, analyzes why diversification away from the US and toward Europe and EM is becoming increasingly important for investors. 3) Ebrahim Rahbari, Head of Rates Strategy & US Research at Absolute Strategy Research, on how the DoJ subpoena of Jerome Powell raises serious questions about Fed independence. ) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, examines how mixed signals from Washington complicate geopolitical forecasting.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 Mizuho's Dominic Konstam & Anna Wong of Bloomberg Economics.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Nela Richardson, Chief Economist for ADP French Hill, Republican Congressman for Arkansas Terry Haines, Founder of Pangaea Policy 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 & Alexis ChristoforousThursday, January 15th, 2026Featuring:1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026.2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets.3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors.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 RBC Capital Markets’ Gerard Cassidy & Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Ed Bastian, Delta Air Lines CEO Edward Mills, Managing Director and Washington Policy Analyst at Raymond James Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays 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 SweeneyWednesday, January 14th, 2026Featuring:1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe’s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed’s cautious approach to easing.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show.See omnystudio.com/listener for privacy information.