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 New Century Advisors’ Claudia Sahm & Eric Van Nostrand of Lazard Asset Management.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

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

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

US employers unexpectedly cut jobs in February and the unemployment rate rose, raising doubts about the health of the labor market. Nonfarm payrolls decreased 92,000 last month after a strong start to the year, according to Bureau of Labor Statistics data out Friday. The unemployment rate climbed to 4.4%. The decline in payrolls partly reflected a decrease in health care employment due to strike activity. Bloomberg Surveillance broke the numbers and got instant reaction from: Claudia Sahm, Chief Economist at New Century Advisors Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management Jennifer Lee, Senior Economist at BMO Capital Markets See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Brean Capital’s John Ryding & Wayne Sanders of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

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

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

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

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

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

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, March 3rd, 2026 Featuring:1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum.2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets.3) Ali Safavi, President of Near East Policy Research & Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran.4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation.5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program for the Center for Strategic & International Studies Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East Stephen Schork, President & Founder of the Schork Group See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousMonday, March 2nd, 2026 Featuring:1) Javier Blas, Bloomberg Opinion Energy & Commodities Columnist, on Oil Prices Will Get Nasty But This Won't Be a Shock2) Henrietta Treyz, Co-Founder at Veda Partners, on the domestic reaction to US strikes on Iran3) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on the market reaction to this weekend's strike4) Ethan Bronner, Bloomberg News Israel Bureau Chief, on Israel Hits Lebanon as New Front Opens in Widening Regional WarSee omnystudio.com/listener for privacy information.

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.  Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time.   Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time.   Listen to the Podcast for the best conversations from the show.   Subscribe on Apple: https://podcasts.apple.com/us/podcast/bloomberg-this-weekend/id1878739308Subscribe on Spotify: https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47lSee omnystudio.com/listener for privacy information.

The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that threatens to spiral across the oil-rich Middle East.   “The hour for your freedom is at hand,” Trump said, addressing Iranians in a video posted on Truth Social on Saturday. “When we’re finished, take over your government. It will be yours to take. This will be probably your only chance for generations.”   The military campaign could be a defining moment for Trump, risking a drawn-out regional war that leads to a surge in energy prices and American casualties ahead of mid-term elections this year. Iran quickly responded by firing missiles on Israel and US bases around the region, and countries in the Persian Gulf closed their airspace.  Israel’s military said the campaign would target “dozens of military targets,” and Iran media reported strikes on defensive and civilian sites, including more than 50 people dead in a strike on a school in Hormozgan, in the south of the country. Several large explosions were reported in the capital, Tehran.   Bloomberg's David Gura and Christina Ruffini lead our team coverage in this instant reaction podcast.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 Strategas Research Partners’ Chris Verrone & Constantine Courcoulas of Bloomberg News.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Stephen Auth, Executive VP & CIO: Equity at Federated Global Investment Management Group Emil Michael, US Government Undersecretary of Defense Amos Hochstein, Managing Partner of TWG Global 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, February 27th, 2026 Featuring:1) Chris Verrone, Chief Market Strategist at Strategas Research Partners, on the semi/software spread and a pronounced rotational tape.2) Constantine Courcoulas, Bloomberg News Distressed Debt Reporter, on New Credit Blowup in London Has Wall Street Chasing Billions.3) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, on the state of the broader European economy.4) Rohit Chopra, EM Equity Portfolio Manager at Lazard Asset Management, examines emerging markets' role in the global AI supply chain.5) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, discusses the latest on Iran and Cuba.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 & Drew Matus of MetLife.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Angelo Zino, Senior VP & Head of Technology at CFRA Andrew Bishop, Senior Partner & Global Head of Policy Research at Signum Global Advisors 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, February 26th, 2026 Featuring:1) Ted Mortonson, Managing Director: Technology at Baird, and Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, react to Nvidia earnings.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses his approach to asset allocation as AI fears linger.3) Drew Matus, Chief Market Strategist at MetLife, outlines his expectations for markets and the Fed's path ahead.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Americans leaving the US in record numbers, and New York Times reporting on the growing number of female art collectors.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal Desai of Franklin Templeton.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI Adam Posen, President of the Peterson Institute for International Economics Kelly Ann Shaw, Partner at Atkin Gump Strauss Hauer & Feld LLP 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 25th, 2026 Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, on the macroeconomic impact of trade policy uncertainty.2) Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings.3) Sonal Desai, CIO: Fixed Income at Franklin Templeton, talks asset allocation strategy amid AI disruption fears.4) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, reacts to last night's State of the Union address.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 Dartmouth’s Douglas Irwin & Nathan Dean of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler Beth Kindig, CEO & Lead Tech Analyst at I/O Fund 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 24th, 2026Featuring:1) Douglas Irwin, Professor of Economics at Dartmouth College, examines the implications of the Supreme Court's ruling on IEEPA tariffs.2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the S&P 500's "duck market".3) Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, previews tonight's State of the Union address.4) Nadia Schadlow, Senior Fellow at Hudson Institute & Former Deputy National Security Advisor for Strategy, analyzes the clash between globalism and nation states.See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at the Center for Strategic & International Studies Kate Kalutkiewicz, Senior Managing Director: Trade Practice at McLarty Associates Darryl White, CEO of BMO Financial Group See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, February 23rd, 2026 Featuring:1) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, examines next steps after the Supreme Court's ruling on the Trump administration's IEEPA tariffs.2) Torsten Slok, Chief Economist at Apollo Global Management, discusses how markets are processing uncertainty around US trade policy.3) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, on the Budget Lab's revised forecast for tariffs and their price impact.4) MTA Chair & CEO Janno Lieber discusses the agency's continued efforts to provide service during the ongoing winter storm.See omnystudio.com/listener for privacy information.

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome. This episode is sponsored by Coinbase.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 Partners Group’s Anastasia Amoroso & Dina Esfandiary of Bloomberg Economics.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Alicia Reese, Senior VP: Equity Research at Wedbush Securities Jitania Kandhari, Managing Director & Deputy CIO: Solutions & Multi-Asset at Morgan Stanley Investment Management See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 20th, 2026 Featuring:1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses AI disruption fears and the outlook for European growth.2) Lindsey Piegza, Chief Economist at Stifel, on how the latest economic data will weigh on the Fed's path ahead.3) Jane Foley, Head of FX Strategy at Rabobank, talks de-dollarization and currency positioning trends.4) Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics, examines the US military buildup in the Middle East.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Charles Schwab’s Liz Ann Sonders and Mishal Husain of Bloomberg News.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures Edward Mills, Managing Director & Washington Policy Analyst at Raymond James Daniel Flax, Managing Director & Senior Analyst: Research at Neuberger Berman Group 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, February 19th, 2026Featuring:1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses why rotation is the new momentum trade.2) Wendy Schiller, Professor of Political Science at Brown University, on President Trump's political calculus ahead of midterm elections.3) George Patterson, CIO: Quantitative Solutions at PGIM, examines the US macro environment and the risks around AI disruption.4) Mishal Husain, Host of Bloomberg's 'The Mishal Husain Show', on the arrest of former Prince Andrew.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 Nouriel Roubini & Rebecca Patterson.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Mitchell Green, Founder and Managing Partner at Lead Edge Capital Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth 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 18th, 2026Featuring:1) Nouriel Roubini, Chairman & CEO at Roubini Macro Associates, joins for an extended conversation on the global inflation backdrop and the risks posed by AI and tariffs2) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, examines diversification away from US tech.3) Tina Fordham, Founder at Fordham Global Foresight, on the latest negotiations between US and Iran, as well as Russia-Ukraine talks.4) Jay Timmons, President & CEO of the National Association of Manufacturers, on NAM's 2026 State of Manufacturing tour.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 Berenberg’s Holger Schmieding & Dan Skelly of Morgan Stanley.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Ed Yardeni, President, Founder & Chief Investment Strategist at Yardeni Research Terry Haines, Founder of Pangaea Policy Momei Qu, Managing Director: PSP Growth at PSP Capital 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 Tom Keene & Paul SweeneyTuesday, February 17th, 2026Featuring:1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.See omnystudio.com/listener for privacy information.

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. “We want Europe to prosper because we’re interconnected in so many different ways, and because our alliance is so critical,” Rubio told Bloomberg News Editor-in-Chief John Micklethwait on the sidelines of the conference on Saturday. “But it has to be an alliance of allies that are capable and willing to fight for who they are and what’s important.”“What is it that binds us together? Ultimately, it’s the fact that we are both heirs to the same civilization, and it’s a great civilization,” he said. “It’s one we should be proud of.”Rubio’s comments elaborated on a speech he delivered to the event, Europe’s premier annual security gathering, earlier Saturday morning. The speech was the most anticipated of the three-day conference, with fellow leaders eager to hear if he would double down on the contemptuous tone voiced a year earlier by Vice President JD Vance at the same venue.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 Morgan Stanley’s Jim Caron & Anurag Rana of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Tom Forte, Managing Director & Senior Consumer Internet Analyst for Maxim Group Tiffany Wilding, Managing Director & Economist at PIMCO Thom Tillis, Republican Senator from North Carolina 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, February 13th, 2026Featuring:1) Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, Michael Ball, Bloomberg News Macro Strategist, and Veronica Clark, US Economist at Citi, react to the January US CPI print.2) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, talks global central bank divergence.3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on sector rotation and high valuations. 4) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on how the US has put itself in the middle of China's Venezuela oil trade.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 Peter Navarro, Senior White House Counselor for Trade and Manufacturing.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: French Hill, Republican Congressman from Arkansas Sharon Bell, Senior European Equity Strategist for Goldman Sachs Steven Ricchiuto, Managing Director & Chief Economist for Mizuho 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, February 12th, 2026Featuring:1) Peter Navarro, Senior Counselor to the President for Trade and Manufacturing, on the House's rebuke of Canada tariffs and the January jobs report.2) Brian Belski, CEO & CIO at Humilis Investment Strategies, examines the rotation from mega cap growth to value.3) Monica DiCenso, Head of Global Investment Strategy at JPMorgan Private Bank, examines the software bear market amid AI disruption fears.4) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the state of the US labor market.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 New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity Investments.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.