Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday November 25th, 2025
Featuring:
1) Elizabeth Economy, Hoover Institution At Stanford University Hargrove Senior Fellow, discusses China's long game with with US relations
2) Chris Whalen, Whalen Global Advisors Founder and Chairman, discusses the World's biggest banks and bitcoin
3) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of Washington D.C.
4) isa Mateo joins with the latest headlines in newspapers across the US, including tiny apartments in NYC and mastering the art of Thanksgiving dinner.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 
In this episode, we feature our conversations with Lori Calvasina of RBC and Bloomberg Intelligence's Mike McGlone

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Featuring:

• Howard Lutnick, United States Secretary of Commerce
• Neil Dutta, Renaissance Macro Partner/Head:US Economic Research
• Morgan Stanley Chief US Equity Strategy Mike Wilson 

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday November 24th, 2025

Featuring:
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on when the market pullback will run its course
2) Mike McGlone, Bloomberg Intelligence Senior Commodity Analyst, on the crypto crash and what comes next.
3) RaeAnn Mitrione, Partner at Callan Family Office, how tech is impacting the equity market
4) Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, on AIs impact on Silicon Valley

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• Stephen Miran, Federal Reserve Governor 
• Gil Luria, Head of Technology Research at DA Davidson 
• Claudia Sahm, Chief Economist at New Century Advisors 
• Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management 

Federal Reserve Governor Stephen Miran discusses why recent economic data should push policymakers in a dovish direction. Gil Luria, Head of Technology Research at DA Davidson, explains why he’s remaining bullish on Nvidia. Claudia Sahm, Chief Economist at New Century Advisors, on the growing divide between Fed policymakers. Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management, gives her assessment of recent market volatility.

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, November 21th, 2025

Featuring:
1) Cameron Dawson, CIO at NewEdge Wealth, reacts to recent market volatility and explains why the Fed faces a “choose your own adventure” policy dilemma.
2) Yelena Shulyatyeva, Senior Economist at the Conference Board, on the lessons learned from Thursday's September US jobs report.
3) Jeff Krumpelman, Chief Investment Strategist & Head of Equities at Mariner Wealth Advisors, explains why elevated valuations remain justified by today’s fundamentals.
4) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses how global real estate markets are stabilizing as monetary easing takes hold.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former World Bank President David Malpass. 

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• Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management 
• Nela Richardson, Chief Economist at ADP 
• Saira Malik, Chief Investment Officer at Nuveen 
• Angelo Zino, Senior Equity Analyst at CFRA 

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management and Nela Richardson, Chief Economist at ADP, react to the long-awaited September jobs report. Saira Malik, Chief Investment Officer at Nuveen, shares her outlook for the Fed’s path ahead following Thursday’s read on the labor market. Angelo Zino, Senior Equity Analyst at CFRA, gives his perspective on the tech sector after strong earnings from Nvidia quelled investor fears over an AI bubble.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 20th, 2025

Featuring:
1) Jeffrey Cleveland, Director and Chief Economist at Payden & Rygel, reacts to the September US jobs report.
2) David Malpass, former President at the World Bank, on why cautious rate cuts may backfire by tightening financial conditions and slowing growth.
3) Marta Norton, Chief Investment Strategist at Empower, on how Nvidia’s results reaffirm AI demand and stabilize markets amid volatility.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the first round of bids for Warner Bros. Discovery expected today, and a Wall Street Journal piece on the 10 'subtle signs' that you are ready to retire.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Bloomberg Intelligence. 

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• Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth 
• Frances Donald, Chief Economist at RBC 
• Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI 
• Libby Cantrill, Managing Director and Head of Public Policy at PIMCO 

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into year end. Frances Donald, Chief Economist at RBC, discusses her expectations for Thursday’s jobs report. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, explains what factors he sees driving a market shift. Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, breaks down the likelihood of tariff dividend checks and what it could mean for the White House’s shift toward affordability.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 19th, 2025

Featuring:
1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty.
2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026.
3) Scott Diamond, Co-Head of the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space compelling.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on Paramount Skydance's David Ellison seeking backing from Saudi Arabia's sovereign wealth fund for its bid to buy rival Warner Bros. Discovery, and a Wall Street Journal story on a Gustav Klimt painting that sold for a historic $236.4 million.

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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. 

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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 18th, 2025

Featuring:
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.

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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.

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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, November 17th, 2025

Featuring:
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.

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• 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.

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Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Friday, November 14th, 2025

Featuring:
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.

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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.

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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 13th, 2025

Featuring:
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.

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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.

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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 12th, 2025

Featuring:
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.

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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.

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- 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 Barclays

Omar 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 11th, 2025

Featuring:
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.

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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.

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- 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, November 10th, 2025

Featuring:
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.

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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.

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- 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 Management

Stephanie 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, November 7th, 2025
1) 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'.

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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.

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- 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 McConnell

Cathie 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 6th, 2025
1) 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.

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- 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 Management

Michael 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.

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Wednesday, November 5th, 2025
1) 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.

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- 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 Research

Torsten 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.

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Tuesday, November 4th, 2025
1) 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.

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- 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 Sandler

Federal 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.

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Monday, November 3rd, 2025
1) 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.

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- 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 CreditSights

Jim 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.

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, October 30th, 2025
1) 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.

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- 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 Wright

Stuart 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.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaThursday, October 30th, 2025
1) 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.

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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.”

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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.

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