Bloomberg Surveillance

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy
- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock
- Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research
- Mary Lovely, Senior Fellow at the Peterson Institute

Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednesday's FOMC rate decision and the potential impact to US treasuries. Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock, discusses the recent records highs for equities against the backdrop of Mag Seven earnings. Pierre Ferragu, Head of Global Tech Infrastructure at New Street Research, talks Nvidia as the AI powerhouse is on track to become the first $5 trillion company. Mary Lovely, Senior Fellow at the Peterson Institute, gives her insights on US trade relations with President Trump set to meet with Chinese President Xi Jinping on Thursday.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, October 29th, 2025
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum.
2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FOMC decision.3) John Mowrey, Chief Investment Officer at NFJ Investment Group, on the potential impact of the Federal Reserve ending quantitative tightening.
4) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, discusses the catalysts behind continued growth momentum.

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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 Robert Kaplan & Ed Yardeni.

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- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank
- Ohsung Kwon, Chief Equity Strategist at Wells Fargo
- Katy Kaminski, Chief Research Strategist at AlphaSimplex Group
- Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee

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

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Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu
Tuesday, October 28th, 2025
1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting.
2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate cut by Fed policymakers.
3) Drew Matus, Chief Market Strategist at MetLife, on how the lack of economic data will impact the Fed's strategy this week.
4) Steve Sosnick, Chief Strategist at Interactive Brokers, gives his take on mega-cap tech earnings and the impact of US tariff policy.

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• Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income
• Vito Sperduto, Head of RBC Capital Markets, US
• Terry Haines, Founder at Pangaea Policy
• Veronica Clark, Director of Citi Research at Citigroup Global Markets

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade agreement. Vito Sperduto, Head of RBC Capital Markets: US, on the recent surge of M&A activity. Terry Haines, Founder at Pangaea Policy, discusses the latest news out of Washington as the US government shutdown approaches the one-month mark. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for this week's FOMC meeting.

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Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Monday, October 27th, 2025
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends.
2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-China trade talks and the ongoing US government shutdown.
3) David Rosenberg, Founder and President at Rosenberg Research & Associates, on the divergence between market optimism and real economic weakness.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including reporting from the Wall Street Journal that 'Yellowstone' creator Taylor Sheridan will leave Paramount for rival NBCUniversal, and a Bloomberg News scoop that Apple is working on a vapor chamber to improve cooling and performance in an iPad Pro slated for as early as 2027.

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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 Kit Juckes and Jordan Rochester.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, October 24th, 2025
1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy.

2) Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, on the CPI report and the path ahead for the US economy.

3) Leslie Palti-Guzman, Founder at Vista Energy & Non-Resident Fellow at the Center on Global Energy Policy, discusses the state of US-China trade, and the implications it may have on the energy sector.

4) Jeff Schumacher, EY Growth Platforms Leader at EY-Parthenon, talks neurosymbolic AI and the potential for application for financial professionals.

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- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- George Pollack, Senior Analyst for US Policy at Signum Global
- John Stoltzfus, Chief Investment Strategist at Oppenheimer

David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying US inflation rose at the slowest pace in three months, keeping the Federal Reserve on course to lower interest rates next week. George Pollack, Senior Analyst for US Policy at Signum Global, shares his expectations for President Trump's meeting with Chinese President Xi Jinping next week. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his long-term outlook for markets and the US economy.

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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 Neil Dutta & Jeff deGraaf of Renaissance Macro.

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- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center
- Sarah Bianchi, Senior Managing Director at Evercore ISI
- Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities
- Thomas DiNapoli, New York State Comptroller

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

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
October 23rd, 2025
1) 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.

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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 Wei Li & Ed Morse.

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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
October 22nd, 2025
1) 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.

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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

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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 Dominic Konstam & Rohit Goel.

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- 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 Management

Drew 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.

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Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 21st, 2025
Featuring:
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.

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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 Steven Englander & Michael Green.
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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 20th, 2025
Featuring:
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.

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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.
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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 Chris Whalen & Ben Laidler.

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• 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 17th, 2025

Featuring:
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.

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- 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 HSBC

Christopher 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025
Featuring:
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.

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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 Chris Whalen & Steve Auth.

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• 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. 

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 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.

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- 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.

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 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.

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- 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.

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 13th, 2025
Featuring:
- 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.

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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 Lindsey Piegza & Katy Kaminski

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- 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 10th, 2025

Featuring:

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.

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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 Sebastien Page & James Steel.

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- 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 13th, 2025
Featuring:
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.

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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 Richard Clarida & Suzy Welch.

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- 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 Parthenon

Julian 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 13th, 2025
Featuring:
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.

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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 Matt Miskin & Barry Ritholtz.

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- 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.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025
Featuring:
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.

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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 Jordan Rochester & Gautam Mukunda.

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- 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.

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