Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management  Stephanie Roth, Chief Economist at Wolfe Research  Kay Herr, CIO: US GFICC at JPMorgan Asset Management  Rep. French Hill, Chairman of the House Financial Services Committee  Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy ahead of Thursday’s jobs report. Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses the Fed’s hawkish tone and how limited data may shape the December meeting. Rep. French Hill, Chairman of the House Financial Services Committee, talks potential tariff dividend checks and the state of play in post-shutdown 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 SweeneyTuesday, November 18th, 2025Featuring:1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, examines the pullback in retail and tech as investors brace for volatility around Fed policy.2) Angela Stent, Senior Fellow at the American Enterprise Institute, discusses proposed Senate legislation to sanction Russia's trading partners and President Trump's White House meeting with Saudi Arabia's Crown Prince Mohammed bin Salman.3) Randy Schwimmer, Vice Chair & Chief Investment at Churchill Asset Management, talks resilient private credit valuations and investor-friendly conditions extending into 2026.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on the UK's plan to ban resale of live event tickets above face value, and a Wall Street Journal story on how the world's most watched YouTube video has yet to make its creator rich.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 Henrietta Treyz of Veda Partners & Citi's Ron Josey.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 Global Management  Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods  Terry Haines, Founder at Pangaea Policy  Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank  Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due Thursday. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what Nvidia’s earnings will mean for the broader tech sector. Terry Haines, Founder at Pangaea Policy, discusses President Trump’s willingness to back proposed Senate legislation to sanction countries doing business with Russia. Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, on balancing productivity gains from AI with persistent inflation pressures.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, November 17th, 2025Featuring:1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels.2) Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of artificial intelligence and Fed independence on the US economy.3) Sir Howard Stringer, Former Non-Executive Director on BBC's Board of Directors and Former Chairman of Sony, on President Trump's brewing legal battle with the BBC.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a review from The Telegraph on how Demi Moore 'steels' the show in season 2 of Paramount Plus' Landman, and a Wall Street Journal story on how the ultra-rich are spending a fortune to live in extreme privacy.See omnystudio.com/listener for privacy information.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Bill Beach, Former Bureau of Labor Statistics Commissioner  Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute  Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, explains why she’s warning clients not to chase the market. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses what may come alongside the return of official US economic data. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, reacts to the White House’s plans to unveil a number of new tariff exemptions and trade frameworks. Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute, shares his “three I’s” approach to digesting Fed policy signals.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 & Norah MulindaFriday, November 14th, 2025Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment. 2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy. 3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Paramount, Comcast, and Netflix preparing bids for Warner Bros. Discovery, and a Bloomberg News story on how the Miss Universe Pageant has erupted into a power struggle between organizers.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 PIMCO's Tiffany Wilding & Keith Lerner of Truist.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services  Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research  Lisa Hornby, Head of US Fixed Income at Schroders Investment Management  Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco  Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls’ side. Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on how shutdown-related data delays complicate Federal Reserve decision making ahead of their December meeting. Lisa Hornby, Head of US Fixed Income at Schroders Investment Management, on why she thinks the FOMC is still on track for a December cut. Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco, discusses market crossroads post shutdown and opportunities in steepening yield curves.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, November 13th, 2025Featuring:1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schiller, Professor of Political Science at Brown University, examines the political fallout in Washington after seven Senate Democrats broke ranks and voted with Republicans to pass the shutdown-ending spending bill.3) Kimberly LaPointe, Head of Wealth for Macquarie Asset Management, talks infrastructure as a core driver of diversification and inflation protection.4) Selma Hepp, Senior Vice President and Chief Economist at Cotality, explains the impact of rising insurance and non-mortgage costs on US housing.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 Russ Brownback & Jay Hatfield of Infrastructure Capital Advisors.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments  Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve’s path ahead. Sarah House, Senior Economist at Wells Fargo, explains how the labor market is holding together amid the lack of economic data. Jon Lieber, Managing Director: US at The Eurasia Group, discusses what’s next in Washington as the House returns to vote on a shutdown resolution. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, examines how concerns around AI and big tech are weighing on equity 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 & Paul SweeneyWednesday, November 12th, 2025Featuring:1) Russ Brownback, Deputy CIO of Global Fixed Income at BlackRock, discusses how the US is suffering from an affordability crisis, and not inflation persistence.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, talks reluctant rally concentration risk and institutional investor caution.3) Rohit Chopra, EM Equity Portfolio Manager at Lazard Asset Management, on why emerging markets offer compelling long term investment opportunities.4) Tracy Alloway & Joe Weisenthal, hosts of Bloomberg's 'Odd Lots' podcast, discuss the 10 year anniversary of their podcast and newsletter.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how three AI megadeals are breaking new ground on Wall Street, and reporting from Business Insider that Apple plans to unveil a new $230 iPhone pocket in a collaboration with Japanese luxury brand Issey Miyake.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 Chuck Clough of Clough Capital & Oppenheimer's John Stoltzfus.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Omar Aguilar, CEO & CIO at Schwab Asset Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Dan Skelly, Managing Director at Morgan Stanley Wealth Management- Venu Krishna, Head of US Equity Strategy at BarclaysOmar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, breaks down the state of play in Washington as the government shutdown nears an end. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, talks valuations and why investors are not being compensated for policy and earnings risk. Venu Krishna, Head of US Equity Strategy at Barclays, breaks down big tech earnings and his year-end call for the S&P 500.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, November 11th, 2025Featuring:1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are justified and how the Supreme Court ruling could reshape America's tariff framework and global trade strategy.2) Blerina Uruci, Chief US Economist at T. Rowe Price, looks at how a government reopening will restore key economic data and clarify the Fed’s December outlook.3) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses how strong earnings and resilient fundamentals continue to support the bull market, and why the recent stock pullback looks like a 'trim' - and not a 'tumble'.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how wealthy travelers are splurging on luxury hotels like never before, and a Washington Post report on how just a 15-minute walk can help boost longevity.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 Amanda Lynam & BNP's Greg Boutle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- San Francisco Fed President Mary Daly- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Lindsey Piegza, Chief Economist at Stifel- Meghan Swiber, US Rates Strategist at BofA Securities San Francisco Fed President Mary Daly joins to talk Fed policy and the state of the US economy as the government shutdown rolls on. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses how investors are seeking refuge in companies with financial resiliance. Lindsey Piegza, Chief Economist at Stifel, shares how the shutdown in Washington is weighing on economic growth. Meghan Swiber, US Rates Strategist at BofA Securities, discusses her outlook for rates and monetary policy through year-end.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, November 10th, 2025Featuring:1) Talley Leger, Chief Market Strategist at Wealth Consulting Group, explains why easing inflation and expanding profit margins reinforce the bull market case.2) Amanda Lynam, Head of Macro Credit Research at BlackRock, on the acceleration of big tech debt issuance.3) Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, talks market sentiment and his year-end outlook.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on how YouTube TV customers are circumventing the platform's blackout of Disney-owned networks, and a story from the Financial Times on how affordable French brands are luring customers away from big luxury.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 Troy Gayeski, Chief Market Strategist at Future Standard.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset ManagementStephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at Stifel, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 7th, 20251) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at the Office of the U.S. Trade Representative during the first Trump Administration, analyzes Supreme Court skepticism over presidential tariff powers under IEEPA.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses how unprecedented AI spending is colliding with growing investor concerns over ROIC.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on IMAX's resurgence in popularity, and Bloomberg reporting on Apple TV suffering a outage following the premiere of 'Pluribus'.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 Holger Schmieding & Brian Belski.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Cathie Wood, CEO at ARK Invest- Seema Shah, Chief Global Strategist at Principal Asset Management- Esther George, Former Kansas City Fed President- Jon Lieber, Managing Director: US, at The Eurasia Group & Former Policy Adviser to Sen. Mitch McConnellCathie Wood, CEO at ARK Invest, discusses why she believes Tesla CEO Elon Musk's $1 trillion pay package is worth it for company stockholders. Seema Shah, Chief Global Strategist at Principal Asset Management, gives her read on the tech sector following earnings from Palantir, AMD and Qualcomm. Esther George, Former Kansas City Fed President, breaks down what recent dissents from Fed policymakers means for the path of monetary policy. Jon Lieber, Managing Director for the US at the Eurasia Group, discusses the state of US trade policy as the Supreme Court hears arguments over President Trump's authority to impose tariffs under the International Emergency Economic Powers Act.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, November 6th, 20251) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate decision from the Bank of England, and his expectations for a return to growth for the UK in 2026.3) Shannon O'Neil, Senior Vice President and Maurice R. Greenberg Chair at the Council on Foreign Relations, discusses how President Trump’s trade and tariff policies are raising costs and weakening US global competitiveness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how AI power users are impressing bosses by outperforming co-workers, and reporting from the Washington Post on how the NFL is using artificial intelligence to predict injuries.See omnystudio.com/listener for privacy information.

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley- Kathryn Wylde, President & CEO at Partnership for New York City- Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein- Jim Zelter, President at Apollo Global ManagementMichael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react to the week's ADP data and share their market outlook for Q4. Kathryn Wylde, President & CEO at Partnership for New York City, discusses Zohran Mamdani's victory in the New York City mayoral election and what it means for Wall Street. Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein, joins to discuss the Supreme Court hearing arguments over the legality of President Trump's tariffs imposed by invoking the International Emergency Economics Powers Act. Jim Zelter, President at Apollo Global Management, warns that the rush of capital into artificial intelligence and data centers is fueling high valuations and increasing risk for investors.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, November 5th, 20251) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks market momentum and risk factors heading into 2026. 2) Jennifer Lawless, Professor of Politics & Public Policy at University of Virginia, on Democrats' election night sweep and the ongoing government shutdown. 3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on industrial trends and Tuesday's ISM data. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post report on more college students double-majoring out of fear they won't be able to get a job, and a story from the Wall Street Journal on how Burger King is preparing for the phase out of the one cent penny.See omnystudio.com/listener for privacy information.

- Torsten Slok, Chief Economist at Apollo Global Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Henry Allen, Macro Strategist at Deutsche Bank- Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry ResearchTorsten Slok, Chief Economist at Apollo Global Management, discusses the growing divide between Fed policymakers. Henrietta Treyz, Co-Founder at Veda Partners, joins to talk Election Day in the US and the effects of a prolonged government shutdown. Henry Allen, Macro Strategist at Deutsche Bank, talks earnings and what he sees as a robust backdrop for markets. Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research, gives his take on what's at stake as voters prepare to elect a new mayor to lead New York 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 Paul Sweeney & Alexis ChristoforousTuesday, November 4th, 20251) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals. 2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations. 3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.See omnystudio.com/listener for privacy information.

- Federal Reserve Governor Stephen Miran- Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley- Amanda Lynam, Head of Macro Credit Strategy at BlackRock- Nancy Lazar, Chief Global Economist at Piper SandlerFederal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley talks stock valuations and growth prospects heading into 2026. Amanda Lynam, Head of Macro Credit Strategy at BlackRock, gives her perspective on tech debt issuance and the credit market at large. Nancy Lazar, Chief Global Economist at Piper Sandler, shares her views on alternative economic data as the US government shutdown continues beyond the one-month mark.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, November 3rd, 20251) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations and their impact on US agriculture policy and farmer sentiment.3) Pat Haskell, Head of Muni Bond Group at BlackRock, on municipal bond performance and valuations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the practice of 'labor hoarding' reaching its end, as well as Bloomberg News reporting on how box-office duds are finding a second life as streaming hits.See omnystudio.com/listener for privacy information.

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management- Gene Munster, Managing Partner at Deepwater Asset Management- Ed Mills, Washington Policy Analyst at Raymond James- Winnie Cisar, Global Head of Strategy at CreditSightsJim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.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, October 30th, 20251) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings. 3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focus now shifts from the Fed to big tech earnings and US-China trade policy. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on bidding beginning for the renovation of New York's Penn Station, and an Associated Press report on how cuts to SNAP benefits are changing Halloween handouts.See omnystudio.com/listener for privacy information.

- Stuart Kaiser, Head of Equity Trading Strategy at Citi- Leland Miller, CEO of China Beige Book- Sonal Desai, CIO for Fixed Income at Franklin Templeton- US Energy Secretary Chris WrightStuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO of China Beige Book, discusses the state of US-China trade relations after President Trump's meeting with Chinese President Xi Jinping in South Korea. Sonal Desai, CIO for Fixed Income at Franklin Templeton, reacts to Fed Chair Jerome Powell's commentary leaving a December rate cut in doubt. US Energy Secretary Chris Wright breaks down the logistics of a potential US-China energy deal.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 & Norah MulindaThursday, October 30th, 20251) Joe Davis, Chief Economist and Global Head of Investment Strategy at Vanguard, shares his outlook for US rate policy following the Fed's second rate cut of the year.2) Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on the state of US-China trade relations following Thursday's Trump-Xi meeting in South Korea.3) Adam Farstrup, Head of Multi-Asset, North America at Schroders, discusses US growth on the heels of strong earnings and policy support.4) Meghan Robson, Head of US Credit Strategy at BNP Paribas, on why recent spread widening and investor risk aversion present a tactical buying opportunity.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop up the labor market. The central bank reduced its benchmark lending rate to 3.75%-4% in its second straight cut — though two officials dissented. “A further reduction in the policy rate at the December meeting is not a foregone conclusion, far from it,” Powell said in the opening comments of his press conference. In their post-meeting statement, Fed policymakers on Wednesday repeated their assessment that “job gains have slowed” and said “risks to employment rose in recent months.”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 Alicia Levine & John Mowrey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock- Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research- Mary Lovely, Senior Fellow at the Peterson InstituteBlake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednesday's FOMC rate decision and the potential impact to US treasuries. Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock, discusses the recent records highs for equities against the backdrop of Mag Seven earnings. Pierre Ferragu, Head of Global Tech Infrastructure at New Street Research, talks Nvidia as the AI powerhouse is on track to become the first $5 trillion company. Mary Lovely, Senior Fellow at the Peterson Institute, gives her insights on US trade relations with President Trump set to meet with Chinese President Xi Jinping on Thursday.  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, October 29th, 20251) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum.2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FOMC decision.3) John Mowrey, Chief Investment Officer at NFJ Investment Group, on the potential impact of the Federal Reserve ending quantitative tightening.4) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, discusses the catalysts behind continued growth momentum.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 & Ed Yardeni.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank- Ohsung Kwon, Chief Equity Strategist at Wells Fargo- Katy Kaminski, Chief Research Strategist at AlphaSimplex Group- Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services CommitteeDeepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his expectations for the Fed's easing cycle into 2026. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses why he's raising his year-end price target for the S&P 500. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group, talks big tech earnings and the catalysts she sees driving markets. Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee, joins to discuss the latest on the US government shutdown.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Scarlet FuTuesday, October 28th, 20251) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting.2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate cut by Fed policymakers.3) Drew Matus, Chief Market Strategist at MetLife, on how the lack of economic data will impact the Fed's strategy this week.4) Steve Sosnick, Chief Strategist at Interactive Brokers, gives his take on mega-cap tech earnings and the impact of US tariff policy.See omnystudio.com/listener for privacy information.

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigroup Global Markets Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade agreement. Vito Sperduto, Head of RBC Capital Markets: US, on the recent surge of M&A activity. Terry Haines, Founder at Pangaea Policy, discusses the latest news out of Washington as the US government shutdown approaches the one-month mark. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for this week's FOMC 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 Paul Sweeney & Norah MulindaMonday, October 27th, 20251) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends.2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-China trade talks and the ongoing US government shutdown.3) David Rosenberg, Founder and President at Rosenberg Research & Associates, on the divergence between market optimism and real economic weakness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including reporting from the Wall Street Journal that 'Yellowstone' creator Taylor Sheridan will leave Paramount for rival NBCUniversal, and a Bloomberg News scoop that Apple is working on a vapor chamber to improve cooling and performance in an iPad Pro slated for as early as 2027.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 Kit Juckes and Jordan Rochester.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 SweeneyFriday, October 24th, 20251) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy. 2) Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, on the CPI report and the path ahead for the US economy. 3) Leslie Palti-Guzman, Founder at Vista Energy & Non-Resident Fellow at the Center on Global Energy Policy, discusses the state of US-China trade, and the implications it may have on the energy sector. 4) Jeff Schumacher, EY Growth Platforms Leader at EY-Parthenon, talks neurosymbolic AI and the potential for application for financial professionals.See omnystudio.com/listener for privacy information.

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist at PIMCO- George Pollack, Senior Analyst for US Policy at Signum Global- John Stoltzfus, Chief Investment Strategist at OppenheimerDavid Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying US inflation rose at the slowest pace in three months, keeping the Federal Reserve on course to lower interest rates next week. George Pollack, Senior Analyst for US Policy at Signum Global, shares his expectations for President Trump's meeting with Chinese President Xi Jinping next week. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his long-term outlook for markets and the US economy.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 Neil Dutta & Jeff deGraaf of Renaissance Macro.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center- Sarah Bianchi, Senior Managing Director at Evercore ISI- Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities- Thomas DiNapoli, New York State ComptrollerEric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his expectation for Friday's US CPI report. Sarah Bianchi, Senior Managing Director at Evercore ISI, reacts to the Trump adminstration's announcement of sanctions on Russia’s biggest oil producers - its first major package of financial punishments on President Vladimir Putin’s economy as part of a fresh bid to end the war in Ukraine. Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities, gives his rationale for maintaining an outperform rating on Tesla after the company reported a profit plunge in its third-quarter earnings. New York State Comptroller Thomas DiNapoli joins to discuss another strong year for Wall Street firms.See omnystudio.com/listener for privacy information.