Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 23rd, 20251) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026.2) David Lebovitz, Global Market Strategist at JPMorgan Investment Management, discusses how markets have remained resilient despite slower economic growth projections.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on US equity indices remaining stuck in the 'tariff scare' range.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting that the Wall Street bonus pool is expected to break records this year if current trends continue, and a Wall Street Journal story on Warner Bros. Discovery has rebuffing several buyout offers from rival entertainment giant Paramount Skydance.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 Wei Li & Ed Morse.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Darrell Cronk, Chief Investment Officer at Wells Fargo Ed Mills, Washington Policy Analyst at Raymond James Jane Foley, Head of FX Strategy at Rabobank Virginia Governor Glenn Youngkin (R) Darrell Cronk, Chief Investment Officer at Wells Fargo, shares his 2025 and 2026 year-end projections for the S&P 500. Ed Mills, Washington Policy Analyst at Raymond James, discusses President Trump’s mixed signals regarding a potential meeting with Chinese President Xi Jinping at the APEC summit in Seoul next week. Jane Foley, Head of FX Strategy at Rabobank, shares why the recent surge in gold does not imply a dollar debasement trade. Virginia Governor Glenn Youngkin (R) joins to discuss his efforts to reshore manufacturing in the state.  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 SweeneyOctober 22nd, 20251) Wei Li, Global Chief Investment Strategist at BlackRock, gives her projection for corporate earnings and the US economy.2) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses what's driving the retreat in oil prices and how long it can last.3) Elizabeth Economy, Hargrove Senior Fellow and Professor of Political Science at Stanford University, discusses the state of US-China trade relations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how visa restrictions may be behind a drop in American M.B.A. programs, and Bloomberg News reporting on Hermes' strong sales falling shy of loftier expectations.See omnystudio.com/listener for privacy information.

Netflix said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates.  The world’s most valuable entertainment company posted quarterly operating income of $3.24 billion, according to a statement Tuesday, about $400 million below its own forecast and analysts’ estimates. The company’s outlook for the current quarter is largely in line with Wall Street projections. Netflix had to pay about $619 million to settle a multiyear tax dispute with Brazilian authorities going back to 2022. The company had identified the potential risk in previous filings – but not in its earnings guidance — and said it would have beaten forecasts if not for the expense. Future payments will be smaller.“We don’t expect this matter to have a material impact on future results,” the company said.For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with: Bloomberg News Media and Entertainment Editor Felix Gillette Mark Douglas, President & CEO of MNTN Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan 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 Dominic Konstam & Rohit Goel.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Drew Matus, Chief Market Strategist at MetLife- Paul Jacobson, Chief Financial Officer at General Motors- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management- Earl Davis, Head of Fixed Income and Money Markets, BMO Global Asset ManagementDrew Matus, Chief Market Strategist at MetLife, discusses how investors are turning to earnings for a beat on the economy in the absence of US economic data. Paul Jacobson, Chief Financial Officer at General Motors, joins to discuss the company's earnings. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, on the state of trade negotiations between the US and China. Earl Davis, Head of Fixed Income and Money Markets at BMO Global Asset Management, shares his expectations for the Fed's December 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 Tom Keene & Isabelle Lee - October 21st, 2025Featuring:1) Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares his outlook for Fed rate policy as markets grapple with tariffs and trade tensions.2) Yelena Shulyatyeva, Senior US Economist at The Conference Board, discusses CEO confidence and her expectations for US economic reports amid the ongoing government shutdown.3) Rohit Goel, Head of Global Macro at Breakout Capital Partners, shares his takeaways from last week's IMF and World Bank meetings and the structural issues facing global economies.4) Andrew Siciliano, Partner and Trade & Customs Practice Leader at KPMG, discusses the market impact of President Trump's country-specific and industry-specific tariffs.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 Steven Englander & Michael Green.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Innes McFee, Chief Global Economist at Oxford Economics Tom Tzitzouris, Head of Fixed Income Research at Strategas Terry Haines, Founder at Pangaea Policy Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses the recovery in stocks following credit fears that plagued markets last week. Innes McFee, Chief Global Economist at Oxford Economics, discusses investors looking for signs of strength beyond AI. Tom Tzitzouris, Head of Fixed Income Research at Strategas, on the correlation between gold's surge and the bond market. Terry Haines, Founder at Pangaea Policy, gives his perspective on the state of US-China trade relations.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 & Isabelle Lee - October 20th, 2025Featuring:1) Michael Green, Chief Strategist at Simplify Asset Management, joins for a discussion on index funds and the consequences of passive investing. 2) Henrietta Treyz, Managing Partner at Veda Partners, gives her perspective on trade talks, and the government shutdown as it enters its third week.3) Steve Englander, Global Head of G10 FX Research and North America Strategy at Standard Chartered Bank, on quality concerns surrounding US economic data amid the government shutdown.4) Wayne Park, Chief Executive Officer at Manulife John Hancock Retirement, shares the findings from Hancock's Longevity Preparedness Index survey.See omnystudio.com/listener for privacy information.

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them.Follow the podcast wherever you listen, so you don't miss an episode.swap.fm/l/P1iueaQy5gndhEheLwN3See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chris Whalen & Ben Laidler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Christian Sewing, Chief Executive Officer at Deutsche Bank Steve Pagliuca, Chair at Bain Capital and Co-Owner, Boston Celtics Stephen Ricchiuto, Chief US Economist at Mizuho Securities Mark Haefele, Chief Investment Officer at UBS Global Wealth Management Christian Sewing, Chief Executive Officer at Deutsche Bank, shares his outlook for markets and the global economy. Steve Pagliuca, Chair at Bain Capital and Co-Owner of the Boston Celtics, discusses what's been a big year for private equity. Stephen Ricchiuto, Chief US Economist at Mizuho Securities, gives the rationale for his growth outlook upgrade despite a shutdown-linked data vacuum. Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, discusses the broader market backdrop.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 Sweeney - October 17th, 2025Featuring:1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, reacts to the latest corporate earnings.2) Anna Wong, Chief US Economist at Bloomberg Economics, gives her assessment of the US economy amid the ongoing government shutdown.3) Dan Ives, Global Tech Head: Wedbush Securities, on the acceleration of demand for semiconductors.4) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of including the ongoing government shutdown and President Trump's efforts on the war in Ukraine.See omnystudio.com/listener for privacy information.

- Christopher Waller, Member: Board of Governors at the Federal Reserve- Christopher Wright, US Energy Secretary- Scott Kirby, CEO of United Airlines- Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBCChristopher Waller, Member: Board of Governors at the Federal Reserve, joins to discuss his outlook for the US economy and rate cuts. Christopher Wright, US Energy Secretary, talks about the Trump administration's energy initiatives and policies. Scott Kirby, CEO of United Airlines, talks earnings and industry outlook. Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC, discusses dealmaking, M&A, and banking activity in the US.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 SweeneyOctober 7th, 2025Featuring:1) Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses Treasury choppiness and the downward path of the 10-year. Meanwhile, gold soared to as high as $4,242 an ounce, taking gains this year to more than 60% as trade frictions and expectations for further Federal Reserve interest-rate cuts lured buyers. The dollar slipped for a third day, while Treasuries were little changed after two-year yields fell toward their lowest level for 2025. Oil rose from a five-month low.2) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Russia, broader geopolitical risk, and the vibes at the IMF. Ukraine is seeking US help for its war effort, with President Volodymyr Zelenskiy meeting President Trump at the White House to discuss air defense, long-range weaponry, and urgent energy assistance.3) David Bailin, CEO at CIO Capital Partners, talks about the new paradigm in wealth management as strategists try to figure out market moves. Global stocks continued their advance on Thursday as strong technology earnings shifted focus away from the lingering threat of a US-China trade war.4) Regina Mayor, Global Head of Clients & Markets at KPMG International, talks about the outlook for oil prices and energy policy in the US.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chris Whalen & Steve Auth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

David Kelly, Chief Global Strategist at JPMorgan Asset Management Tiffany Wilding, Economist at PIMCO Gil Luria, Head of Technology Research at DA Davidson Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Economist at PIMCO, gives her outlook for Fed monetary policy with the US government shutdown now in its third week. Gil Luria, Head of Technology Research at DA Davidson, provides his thoughts on the AI arms race.  Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes, shares why this earnings season could lead to pullbacks. 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 & David GuraOctober 15th, 2025- Maurice Obstfeld, Senior Fellow at the Peterson Institute for International Economics & Professor of Economics at UC Berkeley, discusses why tariffs should not be relied on as a long-term revenue tool.- Chris Whalen, Founder and Chairman at Whalen Global Advisors, reacts to big bank earnings and gives his perspective on why the Fed rate cut narrative has cooled considerably.- Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to discuss IT budgets falling below historic levels.- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Chinese criminals making over $1 billion from scam texts, and reporting from The Washington Post on the US passport falling out of the top 10 most powerful passports globally.See omnystudio.com/listener for privacy information.

- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets- Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard- Rep. Mike Lawler, New York (R) Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-China trade conflict. David George, Senior Bank Analyst at Baird, reacts to earnings from JPMorgan Chase, Wells Fargo, Citi, and Goldman Sachs. Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard, gives his expectations for Fed policy amid delayed US economic data. Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day.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 & David GuraOctober 14th, 2025- Lisa Shalett, Chief Investment Officer at Morgan Stanley Investment Management, discusses how the recent gold rally may signal reserve de-dollarization and a transformation in currency systems, involving stablecoins and cryptocurrencies.- Karen Manna, Vice President at Federated Hermes, talks market uncertainty as shutdown-related data delays cloud the macro picture.- Shana Sissel, Founder and CEO of Banrion Capital Management, explains how ongoing inflation pressures tied to tariffs and a divided FOMC suggest future easing remains uncertain.- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how Taylor Swift is 'rewriting' the business of record sales, and reporting from The Washington Post that a historic wave of retirements is straining the federal workforce.See omnystudio.com/listener for privacy information.

- Seema Shah, Chief Global Strategist at Principal Asset Management- Jean Boivin, Head of the BlackRock Investment Institute- Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser- Abigail Watt, US Economist at UBS Seema Shah, Chief Global Strategist at Principal Asset Management, shares her outlook for markets amid renewed hopes for a US-China trade deal. Jean Boivin, Head of the BlackRock Investment Institute, gives his views on the AI trade and its impact on the broader equity market. Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser, discusses what's next in the Middle East after Hamas freed all 20 remaining living Israeli hostages from the Gaza Strip on Monday morning, following a US-led deal reached late last week. Abigail Watt, US Economist at UBS, talks about the growing focus shift to alternate economic data amid 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 Paul Sweeney & David GuraOctober 13th, 2025Featuring:- Galit Altstein, Bloomberg News Reporter in Tel Aviv, reacts to President Trump calling for “the historic dawn of a new Middle East” in an address to the Israeli parliament, as he visits the region to celebrate a deal halting the war in Gaza and securing the release of prisoners held by Hamas.- Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins for a chat on earnings sentiment and large cap tech earnings with earnings season set to kick off.- Selma Hepp, Chief Economist at Cotality, gives her perspective on consumer sentiment and home ownership.- David Maxwell, Managing Director at Sustainable Development Capital, discusses on energy efficiency and decarbonization.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 Lindsey Piegza & Katy Kaminski Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Paul Christopher, Head: Global Market Strategist at Wells Fargo- Ajay Rajadhyaksha, Global Chairman: Research at Barclays- French Hill, Republican Congressman and Chair: House Financial Services Committee- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Paul Christopher, Head: Global Market Strategist at Wells Fargo, talks about the outlook for markets and equities. Ajay Rajadhyaksha, Global Chairman: Research at Barclays, offers his analysis of gold's record run. French Hill, Republican Congressman and Chair: House Financial Services Committee, talks about the US shutdown and priorities in the House. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, discusses the outlook for the airline industry.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 Sweeney - October 10th, 2025Featuring:1) Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie, joins to discuss the path ahead for the Fed and the geopolitical headwinds driving FX moves.2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her perspective on recent trends in equities, fixed income and commodities.3) Jurrien Timmer, Director of Global Macro at Fidelity Management & Research, talks valuations as traders look to the upcoming earnings season for validation of the artificial intelligence frenzy that has powered a record rally. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Lays chips getting a 'MAHA' makeover, as well as New York Post reporting on Quinnipiac University's latest NYC mayoral election poll.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 Sebastien Page & James Steel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Hakeem Jeffries, House Minority Leader (D)- Danny Danon, Israel Ambassador to the UN- Richard Bernstein, CIO at Richard Bernstein Advisors- Vincent Reinhart, Chief Economist at BNY Investments Hakeem Jeffries, House Minority Leader (D), joins to discuss the US government shutdown and negotiations with Republicans. Danny Danon, Israel Ambassador to the UN, talks about the latest on the Israel-Gaza war. Richard Bernstein, CIO at Richard Bernstein Advisors, talks about what he expects from equities in Q4. Vincent Reinhart, Chief Economist at BNY Investments, offers his US economic outlook.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 Sweeney - October 13th, 2025Featuring:1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks asset allocation and the bearish and bullish growth frame.2) Jay Timmons, President and CEO at the National Association of Manufacturers, discusses how the shutdown is affecting of manufacturing, deregulation, and tariffs.3) James Steel, Chief Commodities Analyst at HSBC, joins to breakdown the safe haven rally into gold and silver.4) Nelson Yu, Head of Equities at AllianceBernstein, talks about the risk of complacency and the AI investment theme.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 Richard Clarida & Suzy Welch. 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- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets- David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen- Gregory Daco, Chief Economist at EY ParthenonJulian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy.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 SweeneyOctober 13th, 2025Featuring:1) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended discussion on the US economy, market rally, and gold. Gold surged above $4,000 an ounce, with its 53% gain this year putting the traditional safe haven on course for its strongest annual advance since 1979.2) Jane Foley, Head of FX Strategy at Rabobank, talks about gold topping $4,000 and how it's affecting FX trades.3) Neil Shearing, Group Chief Economist at Capital Economics, discusses the global effects of tariffs and how economies are pricing in protectionism. Concerns have been growing that $16 trillion surge in the S&P 500 from its April lows had gone too far. Tuesday’s drop came amid mounting chatter about lofty valuations around artificial intelligence, with some market participants seeing an echo of the excesses that led to the dot-com crash 25 years ago.4) Suzy Welch, professor at NYU Stern School of Business, joins to talk about her essay on Gen Z, their values, and whether they are employable.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 Matt Miskin & Barry Ritholtz.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ed Yardeni, Chief Investment Strategist at Yardeni Research- R Kipp deVeer, Co-President and Partner at Ares Management- Ned Lamont, Governor (D) of Connecticut- Bill Cassidy, Republican Senator: Louisiana Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for a discussion on the US equity outlook and the push higher in markets. R Kipp deVeer, Co-President and Partner at Ares Management, and Ned Lamont, Governor (D) of Connecticut, join from the Greenwich Economic Forum for discussions on the US economy and US leadership. Bill Cassidy, Republican Senator: Louisiana, joins to talk about the government shutdown and outlook for Trump administration priorites.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 SweeneyOctober 7th, 2025Featuring:1) Jeffrey Rosenberg, Senior Portfolio Manager - Systematic Multi-Strategy Fund at Blackrock, talks macro shifts in fixed income and the outlook for the US economy and broader markets. While equities worldwide have surged to successive record highs, worries over the US government shutdown and the political crisis in France have driven investors toward alternative assets such as gold and Bitcoin, sending both to new peaks.2) Libby Cantrill, Head: Public Policy at PIMCO, talks about potential shutdown off ramps and the outlook for Trump administration economic and political priorities. President Trump showed signs of cracking, sending mixed messages about the state of talks with Democrats on their biggest demand, which is related to health care subsidies.3) Mike Reid, Senior US Economist at RBC, talks about his outlook for a recession and reigniting inflation in the US. Meanwhile, Goldman Sachs Group Inc. raised its gold forecast for December 2026 to $4,900 an ounce, up from $4,300, citing ETF inflows and central-bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an 11th consecutive month.4) Dan Skelly, Head of Morgan Stanley's Wealth Management Market Research and Strategy Team, on the market's sustained push higher and defensive positions. A flurry of AI-related deals among chipmakers has propelled shares higher and fueled some concerns of a speculative bubble reminiscent of the late-1990s dot-com era.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 Jordan Rochester & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Paul Donovan, Chief Economist, UBS Global Wealth Management - Jordan Rochester, FICC Strategy Head at Mizuho- Lindsey Piegza, Chief Economist at Stifel- Jay Goldberg, Senior Analyst at Seaport Research Partners Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.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 SweeneyOctober 6th, 2025Featuring:1) Steve Chiavarone, Deputy CIO: Equities at Federated Hermes, joins to discuss finding value in what he considers a reaccelerating economy. US equity futures rose as investors bet that a resilient economy and Federal Reserve easing will continue to support corporate earnings.2) Jordan Rochester, Head: FICC Strategy EMEA at Mizuho, talks the market implications of political turmoil in France and Japan. Japan’s Nikkei 225 index jumped to an all-time high as Sanae Takaichi was in line to become Japan’s next prime minister. European stocks dropped, with France’s CAC 40 benchmark plunging more than 2% amid fresh political turmoil.3) Curtis Sliwa, Republican candidate for NYC mayoral race, on his candidacy, fundraising, and policies in his campaign for NYC mayor. Support for Republican Curtis Sliwa has mostly tallied in the low double digits, putting him in third place behind the former Democratic governor Andrew Cuomo, who’s running as an independent, and Democratic nominee Zohran Mamdani.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's story on Taylor Swift's album release party and WSJ's report on why grown-ups are trading happy hour for field day activities.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 Claudia Sahm & Amy Wu Silverman. 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- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock- Dan Ives, Global Head: Technology at Wedbush Securities- Jeannette Lowe, Director: Policy Research at Strategas Securities Frances Donald, Chief Economist at RBC, joins to talk about the health of the US economy and labor market. Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock, joins to discuss recent bond moves and whether Treasuries could rally amid a lack of clarity on jobs data. Dan Ives, Global Head: Technology at Wedbush Securities, talks about Tesla and recent Mag 7 and tech-related headlines. Jeannette Lowe, Director: Policy Research at Strategas Securities, joins to discuss the Trump administration policy priorities as the government shutdown continues.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 SweeneyOctober 3rd, 2025Featuring:1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares. 2) Claudia Sahm, Chief Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.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 Michael Darda & Ian Bremmer.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Nela Richardson, Chief Economist & ESG Officer at ADP- John Stoltzfus, Chief Investment Strategist at Oppenheimer- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.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 SweeneyOctober 2nd, 2025Featuring:1) Michael Darda, Chief Economist at Roth Capital Partners, joins for an extended discussion on the economic impact of the government shutdown and whether it will upend Fed easing. The shutdown could have significant economic impacts, with the Congressional Budget Office estimating a cost of $400 million per day in lost compensation, and some economists warning that mass firings could sap corporate confidence and reduce capital investments.2) Ian Bremmer, founder at Eurasia Group, joins to discuss President Trump's peace plan for the Middle East and the latest on the war in Ukraine and Trump's approach to China. Arab and Muslim national leaders are pushing Hamas to accept the Gaza plan unveiled by President Trump, saying the need to end the fighting surpasses concern about the finer details.3) Wendy Schiller, professor at Brown University, with the latest DC headlines and who will win out politically from the government shutdown. The US government shutdown has entered its second day, with the Trump administration raising the stakes by halting $18 billion in infrastructure funding and signaling a willingness to fire thousands of federal workers.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ report on AI supremacy and the Financial Times' story on Universal and Warner Music nearing a landmark AI licensing deal.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 Henrietta Treyz & Aakash Doshi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Jon Lieber, Managing Director: US, Eurasia Group- Greg Daco, Chief Economist at EY- Tiffany Wilding, Economist at PIMCO- Kate Kalutkiewicz, Lead for Trade at McLarty AssociatesJon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration.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 SweeneyOctober 1st, 2025Featuring:1) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the government shutdown and whether there's an end in sight. The US government shutdown is shaping up as a political quagmire for all involved, with President Donald Trump blaming "crazed" Democrats and Democrats trying to show their voters they can take a stand against Trump and his policies.2) Amanda Lynam, Head: Corporate Credit at BlackRock, discusses any warning signs from the bond market as it relates to the government shutdown or if markets are looking right past it. Traders fear the loss of visibility will leave markets in the dark on the outlook for monetary policy, with the next Federal Reserve meeting still four weeks away.3) Blerina Uruci, Chief US Economist at T. Rowe Price, discusses the economic impact of the government shutdown and where traders and economists will look for clues on the economy with key economic data on hold. The impact of the shutdown could be felt soon, with Trump's administration planning mass firings of government workers and the potential for public frustration and economic impact if the shutdown continues.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on the CEO of LinkedIn saying he relies on AI to help him write high stakes emails and Bloomberg's report on why retailers asking for a law to round to the nearest nickel.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 Monica Guerra & Suki Cooper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management- Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes- Bruce Van Saun, CEO at Citizens Financial GroupMark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO.    See omnystudio.com/listener for privacy information.