Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with New York Life Investments' Lauren Goodwin & Leslie Vinjamuri of the Chicago Council on Global Affairs.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Patrick McHenry, Bloomberg Contributor and Former Republican Congressman from North Carolina Nouriel Roubini, Chairman and CEO of Roubini Macro Associates Tiffany Wilding, Managing Director and Economist at PIMCO 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 13th, 2026Featuring:1) Troy Ludtka, Senior US Economist at SMBC Nikko Securities, reacts to the December US CPI print. 2) Leslie Vinjamuri, President & CEO at the Chicago Council on Global Affairs, examines how President Trump’s early 2026 actions mark a deliberate US pivot from diplomacy to disruption. 3) Richard Portes, Professor of Economics at London Business School, discusses the political pressure campaign against Fed Chair Jerome Powell and its potential to backfire. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal piece on how antivirals can help combat a surge in flu cases, and Bloomberg News reporting on 'longevity tourism.'See omnystudio.com/listener for privacy information.

Featuring: Bill Pulte, Director, Federal Housing Finance Agency Norman Roule, Chief Executive Officer, Pharos Strategic Consulting Torsten Slok, Chief Economist, Apollo 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 12th, 2026Featuring:1) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, and Michael McKee, Bloomberg News International Economics & Policy Correspondent, react to the DOJ serving the Federal Reserve with grand jury subpoenas. 2) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why growth inflation and yield trends support equities. 3) Henrietta Treyz, Co-Founder at Veda Partners, on the political and economic stakes tied to a Supreme Court decision on IEEPA tariff powers. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on job seekers finding a new source of income, and a Bloomberg News story on NFL legend Tom Brady becoming the newest face of GLP-1 weight loss drugs.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 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:  Doug Burgum, US Interior Secretary Steven Major, Global Macro Advisor, Tradition Priya Misra, Portfolio Manager, JPMorgan Core Plus Bond ETF 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 9th, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, reacts to the December US jobs report. 2) Kristina Campmany, Senior Portfolio Manager at Invesco, discusses why the dollar downtrend may persist. 3) Carl Weinberg, Chief Economist and Managing Director at High Frequency Economics, on what he sees as the biggest economic risks in 2026. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the booming demand for wearable health trackers, and Wall Street Journal reporting on the battle over Jimmy Buffett's old recording studio.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 Brown University’s Wendy Schiller & Jordan Rochester of Mizuho.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management 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 8th, 2026Featuring:1) Marta Norton, Chief Investment Strategist at Empower, examines whether the rotation trade can continue in 2026. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, joins from CES in Las Vegas to discuss the state of AI investing. 3) Wendy Schiller, Professor of Political Science at Brown University, reacts to the ICE shooting in Minneapolis and the Trump administration's pressure campaigns against Venezuela and Greenland.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the downsides of AI use at work, and Bloomberg News reporting on restaurants turning to zero-waste menus to combat rising food costs.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 Fordham Global Foresight’s Tina Fordham & Ruchir Sharma of Rockefeller International & Breakout Capital Partners.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: David Bailin, CIO Group CEO John Bilton, JP Morgan Global Head of Multi-Asset Solutions Jonathan Tamari, Bloomberg Government Congress Reporter Henrietta Treyz, Veda Partners Economic Policy Research Director 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 7th, 2026Featuring:1) Ruchir Sharma, Chairman at Rockefeller International & Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for markets.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on why policy optimism and cyclical trades may mask deeper economic slowdown.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn's rise in popularity, and a New York Post story on a Toronto steakhouse offering MLB free agent Bo Bichette free food for life if he resigns with the Blue Jays.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 Harvard Kennedy School’s Ricardo Hausmann & Shannon O’Neil 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.

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI  Sonal Desai, Fixed Income CIO at Franklin Templeton  Andrew Hollenhorst, Chief US Economist at Citi Research  Troy Gayeski, Chief Market Strategist at Future Standard  Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explains why middle-market private equity is the best growth opportunity outside mega-cap 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 SweeneyTuesday, January 6th, 2026Featuring:1) Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, joins for an extended conversation on why 2026 marks a transition year for markets.2) Ricardo Hausmann, Professor of the Practice of International Political Economy at Harvard Kennedy School, on why foreign control and oil exploitation cannot replace democratic legitimacy for Venezuela.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses why middle-market private equity is the best growth opportunity outside mega-cap tech.4) Shannon O'Neil, Senior Vice President at the Council on Foreign Relations, discusses why Maduro’s capture does not guarantee democracy in Venezuela.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including New York Times reporting on a flood of Maduro deepfakes online, and a Wall Street Journal story on an Equinox executive who says golf is not 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 Edward Morse of Hartree Partners.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Ed Yardeni, President at Yardeni Research  Norman Roule, Fmr. Senior US Intelligence Official  Bob McNally, Founder & President at Rapidan Energy Advisors  Jim Bianco, President and Macro Strategist at Bianco Research  Ed Yardeni, President at Yardeni Research, shares his market outlook for 2026. Former Senior US Intelligence official Norman Roule reacts to the capture of Venezuelan President Nicolas Maduro. Bob McNally, Founder & President at Rapidan Energy Advisors, examines what this weekend’s US strike on Venezuela means for energy markets going forward. Jim Bianco, President and Macro Strategist at Bianco Research, discusses the state of fixed income as US treasuries extend gains after posting their best year since 2020.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 5th, 2026Featuring:1) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses the state of commodities markets at large following the capture of Venezuelan President Nicolas Maduro. 2) Keith Lerner, Chief Investment Officer at Truist, discusses how easing policy and earnings growth support the next leg of expansion. 3) Henrietta Treyz, Co-Founder at Veda Partners, joins for more analysis on the geopolitical fallout of the arrest of Nicolas Maduro. 4) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on why 2026 favors income over price gains in fixed income markets.See omnystudio.com/listener for privacy information.

President Donald Trump said the US would run Venezuela until a transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power after months of mounting military and economic pressure on his regime.“We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said Saturday at a press conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.”Trump said the US administration of Venezuela would include deploying US oil companies to the country, though indicated that his embargo “on all Venezuelan oil remains in full effect” and that US forces would stay on alert. Bloomberg's Joe Mathieu and Christina Ruffini speak with:  Rep. Brad Schneider (D-Illinois) Justin Logan, director of defense and foreign policy studies at the Cato Institute. Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor & Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist 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 & Alexis ChristoforousWednesday, December 31st, 2025Featuring:1) Kristina Hooper, Chief Market Strategist at Man Group, on why gold remains a key hedge in a slowing economy and uncertain policy cycle.2) Ian Wyatt, Chief Economist at Huntington Bank, on why inflation remains sticky despite moderating growth.3) Eric Sterner, Chief Investment Officer at Apollon Wealth Management, examines how Fed changes and fiscal risks could shape 2026 market performance.4) Lisa Sturtevant, Chief Economist at Bright MLS, discusses why 2026 will be a transition year for housing.See omnystudio.com/listener for privacy information.

Geoffrey Yu, Senior Market Strategist at BNY  Dana Peterson, Chief Economist at The Conference Board  Andrew Bishop, Global Head of Policy Research at Signum Global  Dan Ives, Global Head of Tech Research at Wedbush Securities  Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump’s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead.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 & Isabelle LeeFriday, January 2nd, 2026Featuring:1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains.2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead.3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure.4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.See omnystudio.com/listener for privacy information.

Michael Purves, CEO at Tallbacken Capital Advisors  Michael Reid, Senior US Economist at RBC  George Pollack, Senior US Policy Analyst at Signum Global  Barbara Doran, CEO & CIO at BD8 Capital  Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO & CIO at BD8 Capital, gives her market outlook for the year ahead.See omnystudio.com/listener for privacy information.

Mark Cabana, Head of US Rates Strategy at BofA Global Research  Constance Hunter, Chief Economist at Economist Intelligence Unit  Dana D’Auria, Co-CIO & Group President at Envestnet  Nicole Bachaud, Labor Economist at ZipRecruiter  Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.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 & Alexis ChristoforousTuesday, December 30th, 2025Featuring:1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026. 2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets. 3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses why the bull rally still has room to run in the year ahead. 4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, reflects on the first year of President Trump's second term.See omnystudio.com/listener for privacy information.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes  Veronica Clark, Director of Citi Research at Citigroup Global Markets  Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group  Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.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 & Alexis ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead. 3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs. 4) Vanessa McMichael, Head of Corporate & Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.See omnystudio.com/listener for privacy information.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Erin McLaughlin, Senior Economist at The Conference Board  Ed Mills, Washington Policy Analyst at Raymond James  George Goncalves, Head of US Macro Strategy at MUFG Americas  Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.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, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close.4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&A activity heading into 2026.See omnystudio.com/listener for privacy information.

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist  Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Terry Haines, Founder at Pangaea Policy  Michael O’Rourke, Chief Market Strategist at JonesTrading  Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market outlook as 2025 draws to a close. Terry Haines, Founder at Pangaea Policy, discusses the Supreme Court’s ruling in favor of a $100,000 fee for H1B visa applicants. Michael O’Rourke, Chief Market Strategist at JonesTrading, shares why he believes the market is currently in bubble territory.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 & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses AI driven market volatility and how productivity gains could reshape markets.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post reporting on a study examining how abandoning homeownership may be changing how people behave at work and home, and a Wall Street Journal story on smaller airports and their fan base.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 Tradition's Steven Major and Jim Caron of Morgan Stanley.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Vincent Reinhart, Chief Economist at BNY  Dan Skelly, Managing Director at Morgan Stanley Wealth Management  Mona Mahajan, Head of Investment Strategy at Edward Jones  Peter Supino, Senior Analyst at Wolfe Research  Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery.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, December 23rd, 2025Featuring:1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery. 3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.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 JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Federal Reserve Governor Stephen Miran  Neil Dutta, Head of US Economic Research at Renaissance Macro Research Marvin Loh, Senior Strategist: Global Macro at State Street  Patrick McHenry, Former Chair of the House Financial Services Committee  Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.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, December 22nd, 2025Featuring:1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.See omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer  Ohsung Kwon, Chief Equity Strategist, Wells Fargo  Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations  Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group  US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, discusses the European Union’s deal to fund a 90 billion euro loan to Ukraine. Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, shares why she doesn’t believe investors should give up on AI in the year ahead.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 & Alexis ChristoforousFriday, December 19th, 2025Featuring:1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility. 2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence. 3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examines how rate cut hopes and tech uncertainty are shaping equity market swings. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on YouTuber-turned-Boxer Jake Paul facing former world champion Anthony Joshua tonight, and a Bloomberg News story on new online scams targeting travelers.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 Anna Wong, Chief US Economist for Bloomberg Economics.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Brent Schutte, Chief Investment Officer, Northwestern Mutual Wealth Management Henrietta Treyz, Director of Economic Policy Research, Veda Partners Erika Najarian, Financial Sector Research Head Pooja Kumra TD Securities European & UK Rates Senior Strategist See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, December 18th, 2025Featuring:1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish outlook for US equities into 2026.3) Dan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Trump Media & Technology Group's announced merger with TAE Technologies.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Financial Times reporting on a prominent New York investor being approached with by a major WBD shareholder, and a Wall Street Journal story on wealthy renters are customizing their spaces.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 Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Sheila Kahyaoglu, Senior Equity Research Analyst, Jefferies Rep. French Hill (R-AR) Elizabeth Economy, Hoover Institution Senior Fellow, US Commerce Department Former Senior China adviser See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, December 17th, 2025Featuring:1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble. 2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026. 3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Costco's vacation packages, and a Bloomberg News story on how high coffee prices are changing how people get their daily brew.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 Rosenberg Research founder David Rosenberg & Martha Gimbel of the Yale Budget Lab.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  Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income  Terry Haines, Founder at Pangaea Policy  Elyas Galou, Senior Investment Strategist at BofA Securities  Lucy Baldwin, Global Head of Research at Citi  Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026.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, December 16th, 2025Featuring:1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Hermès Birkin and Kelly handbags are so scarce that they're beating gold and the S&P 500.See omnystudio.com/listener for privacy information.