Bloomberg Surveillance

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 & Frances Donald.

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- Steven Major, Global Head: FI Research at HSBC
- Kelly Ann Shaw, Former Deputy NEC Director
- Andrew Hollenhorst, Chief US Economist at Citi
- Michael Kushma, CIO: Fixed Income at Morgan Stanley Investment Management

Steven Major, Global Head: FI Research at HSBC, discusses signals from the bond market on outlook for the US and global economies. Kelly Ann Shaw, Former Deputy NEC Director, discusses President Trump's trade proposals. Citi's Andrew Hollenhorst and Michael Kushma of Morgan Stanley Investment Management react to the latest PCE data.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 28th, 2025
Featuring:

• Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Frances Donald, Chief Economist at RBC, react to PCE and discuss the outlook for US economic growth
• Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, on USD strength and his note on the Japan cyclical story
• Mick Mulroy, co-founder at the Lobo Institute, on Ukrainian President Volodymyr Zelenskiy visiting President Trump at the White House
• Lisa Mateo on newspapers

Eric Mollo

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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 Gil Luria & Caroline Hyde.

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- Christopher Verrone, Head: Technical & Macro Strategy at Strategas Securities
- Torsten Slok, Chief Economist at Apollo
- Bankim Chadha, Chief US Equity & Global Strategist at Deutsche Bank
- Lauren Saidel-Baker, Economist at ITR

Christopher Verrone is Strategas discusses inflation in the US and whether the economy could soon experience a slowdown. Apollo's Torsten Slok talks about his views on rate cuts in 2025 and where the Fed stands as it looks to continue bringing down inflation. Deutsche Bank Chie US Equity Strategist Bankim Chadha discusses recent moves in equities and whether the rally will sustain through 2025. Lauren Saidel Baker, Economist at ITR, on today's jobless claims data and the outlook for the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025
Featuring:

• Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company
• Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs
• Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor market and

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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 Rich Greenfield & Anastasia Amoroso.

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- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Ted Maloney, CEO at MFS Investment Management
- Meghan Robson, Head: US Credit Strategy at BNP Paribas

Yelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Management, discusses his view on the US economy and where investors are putting their money. BNP Paribas' Meghan Robson talks about signals from the bond market and investment opportunities in credit.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 26th, 2025
Featuring:

• Jim Bianco, president at Bianco Research, joins to discuss the "Mar-A-Lago Accord" that's making waves in financial media, as well as his outlook for rates and the US economy
• Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the latest market drawdown and consumer and investor expectations, and how Nvidia earnings could change that
• Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, offers an extended preview of Nvidia earnings
• Lisa Mateo on newspapers

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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 a conversation with Angela Stent.

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- Sharon Bell, Senior European Equity Strategist at Goldman Sachs
- Jon Lieber, Managing Director at Eurasia Group
- Dan Ives, Global Head of Technology Research at Wedbush Securities
- Neil Dutta, Partner at Renaissance Macro Research

Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at Wedbush Securities offers a preview of Nvidia earnings on Wednesday. Neil Dutta, Partner at Renaissance Macro Research, reacts to recent eco data and offers his outlook for the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 25th, 2025
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency"
• Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new world order
• Calvin Tse, Head of Macro Strategy, Americas at BNP Paribas, talks about inflationary tariffs and a flatter US yield curve
• Lisa Mateo on newspapers

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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 Mike Wilson & James Steel

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-Amos Hochstein, Former White House Senior Advisor to the President
-Nela Richardson, Chief Economist & ESG Officer, ADP
-Ed Mills, Raymond James policy analyst

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 24th, 2025
Featuring:

• Holger Schmieding, Chief Economist at Berenberg, on eco impact of German election
• Mike Wilson, Chief US Equity Strategist at Morgan Stanley
• Bob Doll, CIO at Crossmark Global Investments
• Lisa Mateo on newspapers

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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 & Mark Gurman.

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- Nadia Lovell, Senior Strategist - US Equity, UBS
- Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School
- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management
- Tiffany Wilding, Economist: North America at PIMCO

Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite inflation. JPMorgan Asset Management's Kelsey Berro talks about signals from the bond market. Tiffany Wildling, PIMCO Economist, discusses recent eco data and offers her outlook on the labor market.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 21st, 2025
Featuring:

• Robert Kaplan, Vice Chairman at Goldman Sachs and former President at Dallas Fed, joins for an extended discussion on inflation, the Fed, and the US economy
• Ellen Wald, Senior Fellow at the Atlantic Council, on energy volatility and prices amid uncertainty in Ukraine and other global conflicts
• Mark Gurman, Chief Correspondent: Apple & Tech with Bloomberg News, joins in studio for a discussion on Apple's new products and a broader look a the tech space, including Nvidia's key earnings next week
• Lisa Mateo on newspapers

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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 Jason Furman & Wendy Schiller.

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- Scott Bessent, US Treasury Secretary
- Gennadiy Goldberg, Head of US Rates Strategy at TD Securities
- Claudia Sahm, Chief Economist at New Century Advisors

US Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century Advisors, reacts to jobless claims and offers her outlook on the US labor market.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 20th, 2025
Featuring:

• Jason Furman, Professor of the Practice of Economic Policy at Harvard, discusses his Foreign Affairs column on the economic policy shortcomings of the Biden administration
• Libby Cantrill, Managing Director: Public Policy at PIMCO, on how a budget fight in Congress could impact markets as well as President Trump's recent policy proposals
• David Sowerby, Managing Director and PM at Ancora, offers his stock picks and talks about the sustainability of the equity rally
• Wendy Schiller, professor at Brown University, on the slew of political headlines this week and uncertainty surrounding America's Ukraine policy

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- Ed Mills, Managing Washington Policy Analyst at Raymond James
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
- Liz Young Thomas, Head: Investment Strategy at SoFi
- Matthew Luzzetti, Chief US Economist at Deutsche Bank

Ed Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and currency moves amid Trump policy proposals. Liz Young Thomas with SoFi offers her outlook for the equity markets. Deutsche Bank Chief US Economist Matt Luzzetti joins to discuss recent eco data and give his outlook for inflation.

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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 Stephanie Baker & Edward Morse.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 19th, 2025
Featuring:

• Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds
• Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump admin
• Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, joins for an extended discussion on the banking sector and how big banks will perform in a second Trump term
• Lisa Mateo on newspapers

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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 Tobin Marcus & Michael McKee.

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- Brian Levitt, Global Market Strategist at Invesco
- Scott Chronert, Head:US Equity Strategy Research at Citi
- Kevin Gordon, Senior Investment Strategist at Charles Scwhab
- Nela Richardson, Chief Economist & ESG Officer at ADP

Brian Levitt with Invesco and Scott Chronert of Citi discuss the outlook for equities in the US and abroad amid recent inflation data and geopolitical uncertainty. ADP's Nela Richardson breaks down the latest inflation data out of the US and talks about whether investors could see changes in the labor market in the coming months. Kevin Gordon, Senior Investment Strategist at Charles Scwhab, on recent eco data and what to expect from the Fed and its next meeting. 

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 18th, 2025
Featuring:

• Callie Cox, Chief Market Strategist for Ritholtz Wealth Management, brings us into the market open and discusses the bull case for equities despite geopolitical and inflation risks mounting
• Marc Champion, Bloomberg Opinion columnist, discusses his piece on the end of the Trans Atlantic alliance as Ukraine talks get underway
• Tobin Marcus, Head: Policy at Wolfe Research, talks about the eventual impact of reciprocal tariffs and major cuts to spending potentially on the way from Congress
• Lisa Mateo on newspapers

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- Jim Bianco, President at Bianco Research
- Jeannette Lowe, Director of Policy Research at Strategas Securities
- Lindsey Piegza, Chief Economist at Stifel
- Peter Tchir, Head of Macro Strategy at Academy Securities

Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy at Academy Securities, offers his market and economic outlook amid tariff and inflation uncertainty. Lindsey Piegza, Chief Economist at Stifel, reacts to retail sales and discusses how they impact markets and the 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 a conversation with Ed Yardeni.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 14th, 2025
Featuring:

• Ed Yardeni, President at Yardeni Research, on Fed rate cuts as inflation heats up and Trump's tariffs loom
• Jay Hatfield, CEO at Infrastructure Capital Management, brings us into retail sales and discusses why he believes gradual disinflation is still in play
• Lindsey Piegza, Chief Economist at Stifel, joins for an extended discussion on the Fed and why it could hike rates
• Lisa Mateo on newspapers

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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 Wendy Schiller & Angela Stent.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Steve Ricchiuto, Chief Economist at Mizuho
- Nadia Martin Wiggen, Director at Svelland Capital UK
- Andrew Hollenhorst, Chief US Economist at Citi

Julian Emanuel with Evercore ISI discusses yesterday's hotter-than-expected CPI reading and how it could weigh on stocks. Mizuho's Steve Ricchiuto talks about the direction of the US economy amid the uncertain path of inflation. Nadia Martin Wiggen, Director at Svelland Capital UK joins to talk about how political headlines are affecting energy prices. Andrew Hollenhorst, Chief US Economist at Citi, reacts to today's PPI reading.

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

• Jeff deGraaf, Head: Technical Research and co-founder at Renaissance Macro Research, talks about yesterday's hot inflation report, the Fed's approach to rates, and whether the Fed's still behind the curve
• Wendy Schiller, professor at Brown University, on a recent slew of headlines out of DC, including President Trump's cabinet confirmations and Trump's call with Putin
• Julia Pollak, Chief Economist at ZipRecruiter, joins to react to jobless claims and PPI
• Angela Stent, Senior Fellow at The Brookings Institute and Georgetown professor, on President Trump's call with Vladimir Putin
• Lisa Mateo on newspapers

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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 Tina Fordham & Ebrahim Rahbari.

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- Lisa Shalett, CIO Wealth Management at Morgan Stanley
- Bill Dudley, Bloomberg Opinion columnist and former New York Fed president
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Mohamed El-Erian, President of Queens' College, Cambridge

Lisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly of JPMorgan Asset Management and Mohamed El-Erian with Queens' College, Cambridge react to CPI.

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Bloomberg Surveillance hosted by Tom Keene & David Gura
February 12th, 2025

Featuring:
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI

Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth

Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets

French Hill, US Republican Rep from Arkansas, discusses his new role as in Congress as the Chairman of the House Financial Services Committee and President Trump's spending initiatives

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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 Stuart Kaiser & Monica DiCenso.

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- Ed Mills, Washington Policy Analyst at Raymond James
- Leslie Falconio, Head: Taxable Fixed Income Strategy
- Sinead Colton Grant, CIO at BNY Wealth
- Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen

Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about recent bond market moves and outlook for yields. Sinead Colton Grant with BNY and Saira Malik of Nuveen discuss the equity bull run and market outlook.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 11th, 2025
Featuring:

• Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, talks asset allocation and the outlook for the S&P and US economic growth
• Meghan Robson, Head of US Credit Strategy at BNP Paribas, talks about credit spreads and recent bond market moves
• Brad Lander, NYC Comptroller and NYC mayoral candidate, on his mayoral candidacy for this year, Eric Adams, and the city's financing
• Mark McCormick, Global Head: FX & EM Strategy at TD, talks about the outlook for currencies amid uncertain tariff policies, and today's show

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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 Michael Purves & Robert D. Kaplan.

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- Nela Richardson, Chief Economist at ADP
- Tobin Markets, Head: Policy & Politics at Wolfe Research
- Francisco Blanch, Head: Global Commodities at Back of America
- Erin Browne, Portfolio Manager at PIMCO

Nela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about President Trump's recent tariff proposals, and Bank of America's Francisco Blanch talks about their potential impact on commodities. Erin Browne, Portfolio Manager at PIMCO, discusses the outlook for the bond market amid new tariff proposals.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 10th, 2025
Featuring:

• Cam Dawson, CIO at NewEdge Wealth, talks about equites, tech CapEx, and inflation data
• Robert D. Kaplan, author and geopolitical risk expert, discusses his new book, the geopolitical implications of President Trump's expansionist ideas and the outlook for Ukraine and Gaza wars
• Pat Haskell, Head of Muni Bond Group at BlackRock, talks about investors putting money in munis and why bonds can be a safe play amid political volatility
• Lisa Mateo on newspapers

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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 Ellen Zenter & Anna Wong.

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- Torsten Slok, Chief Economist at Apollo Management
- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock
- Schweta Khajuria, Senior Research Analyst at Wolfe Research
- Terry Haines, founder at Pangaea Policy

We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's earnings and outlook for AI demand. Terry Haines, founder at Pangaea Policy, talks about the tax and budget battle in Washington.

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

• Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to today's jobs figures
• Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Amazon's earnings and AI outlook
• Enda Curran, Global Economy Reporter with Bloomberg News, on Trump's trade and economic policies

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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 Amy Wu Silverman & David Rosenberg.

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- Darrell Cronk CIO: Wealth & Investment at Wells Fargo
- Ed Mills, Washington Policy Analyst at Raymond James
- Reid Hoffman, founder at Manas AI
- Sonia Meskin, Economist at UBS Securities

Darrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discusses how markets are pricing in proposed economic policies and geopolitical strategies out of Washington. Reid Hoffman, LinkedIn co-founder and founder at Manas AI, joins for a conversation about artificial intelligence and tech.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025
Featuring:

• Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course
• David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing, and also outlines upside inflation risks
• Wendy Schiller, professor at Brown University, on the slew of headlines out of Washington and President Trump's newfound imperialism in his first three weeks of his second term
• Lisa Mateo on newspapers

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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 Julian Emanuel & Ethan Bronner.

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- Thomas Barkin, President of the Richmond Federal Reserve Bank
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management
- Mike Wirth, Chairman at Chevron
- Hugh Johnston, CFO of The Walt Disney Company

Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty. Hugh Johnston, CFO of The Walt Disney Company, reacts to the company's earnings report. Mike Wirth, CEO and Chairman of Chevron, also discusses his company's earnings.

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