Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 5th, 2025
Featuring:

• Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty
• Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a roller coaster of headlines
• Amanda Rebello, Head of XTrackers Sales, US Onshore at DWS, on investors protecting against geopolitical, trade, and earnings risks
• Ethan Bronner, Israel Bureau Chief for Bloomberg News, looks ahead to how President Trump's proposal for the US to take over the Gaza Strip transforms the US' relationship with the Middle East

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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 & Krishna Memani.

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- Frances Donald, Chief Economist at RBC
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- George Saravelos, Global Head: FX Research at Deutsche Bank
- Dan Ives, Global Head of Technology Research at Wedbush Securities

Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then pullback. George Saravelos with Deutsche Bank on the FX moves and dollar reaction to tariffs. Dan Ives with Wedbush Securities weighs in on how tariffs could, or could not, affect Big Tech.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 4th, 2025
Featuring:

• Stephanie Roth, Chief Economist at Wolfe Research, discusses whether the threat of tariffs could affect the US economy and how the Fed might be pricing in tariff policy
• James Steel, Chief Commodities Analyst with HSBC, talks about volatility in commodities markets following President Trump's tariff announcement
• Krishna Memani, CIO at Lafayette College, joins to discuss capital markets and how they're affected by high valuations and tariff concerns
• 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 Douglas Irwin & Gautam Mukunda.

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- Jason Furman, Professor of the Practice of Economic Policy at Harvard
- Amrita Sen, founder at Energy Aspects
- Stephen Stanley, Chief Economist at Santander
- Earl Davis, Head: Fixed Income at BMO Asset Management

Tariffs are in focus for markets all week as traders evaluate the fallout of President Trump's economic policies. Jason Furman of Harvard discusses the implementation of tariffs and its economic ripple effects. Energy Aspects' founder Amrita Sen breaks down the impact of tariffs on energy markets. Stephen Stanley with Santander and Earl Davis of BMO Asset Management also weigh in on how a US trade war will affect markets and the American economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 3rd, 2025
Featuring:

• Doug Irwin, Dartmouth Professor of Economics and global trade expert, on the US trade war
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about the early reaction from investors on the trade war
• Gautam Mukunda, professor at Yale School of Management, discusses the political impact of the trade war and if there's any political will to stop it from either party, as well as other political headlines
• Lisa Mateo on newspapers

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• Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price
• Adam Posen, President, PIIE
• Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 31st, 2025
Featuring:

• Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence
• Simona Mocuta, Chief Economist at State Street
• Jen Flitton, Head of US Government Affairs at Invesco
• Lisa Mateo on newspapers

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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with:

• Bloomberg News Technology Reporter Jackie Davalos
• Angelo Zino, Senior Equity Analyst at CFRA Research
• Bloomberg Technology Co-Host Caroline Hyde

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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 Captain Richard Levy
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Featuring:

• Mike Wilson, Chief US Equity Strategist/Chief Investment Officer
• Cameron Dawson, Chief Investment Officer, NewEdge Wealth
• Sonal Desai, Fixed Income CIO, Franklin Templeton

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 30th, 2025
Featuring:

• Captain Richard Levy, Aviation Expert Consulting
• George Ferguson, Bloomberg Intelligence aerospace analyst
• Frances Donald, RBC Chief Economist
• John Stoltzfus, Oppenheimer & Co Chief Investment Strategist

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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:

• Bloomberg Intelligence Senior Technology Analyst Mandeep Singh
• Bloomberg Technology Co-Host Caroline Hyde
• James Cakmak, Technology Analyst at Clockwise Capital
• Bloomberg Intelligence Senior Technology Analyst Anurag Rana

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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.

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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 Green, Anurag Rana & Amanda Lynam

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• Julian Emanuel, ISI Chief Equity & Quantitative Strategist, Evercore
• Lisa Shalett, Chief Investment Officer, Morgan Stanley Wealth Management
• Esther George, Former Kansas City Fed President

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 29th, 2025
Featuring:

• Mike Green, Chief Strategist at Simplify Asset Management
• Amanda Lynam, Head of Macro Credit Research at BlackRock
• George Goncalves, Head: US Macro Strategy Mufg Securities America
• 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 Ian Lyngen

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-Matt Bryson, Wedbush Senior VP: Equity Research
-Max Kettner, HSBC Chief Multi-Asset Strategist
-Shahriar Pourreza, Guggenheim Securities Senior Managing Director

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

• Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank
• Ian Lyngen, Head of US Rates at BMO Capital Markets
• Seema Shah, Chief Global Strategist at Principal Asset Management
• 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 Mandeep Singh and Anaurag Rana about China's DeepSeek AI platform

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-Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments
-Angelo Zino, Senior Equity Analyst, CFRA Research
-Seema Shah, Chief Global Strategist, 
Principal Asset Management

Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from Chinese startup DeepSeek could make valuations of the technology that has powered the bull market tough to justify. We get insights from Crossmark's Victoria Hernandez; Angelo Zino from CFRA Research; and Principal Asset Management's Seema Shah

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

• Anurag Rana and Mandeep Singh, Bloomberg Intelligence analysts, on how DeepSeek is panicking markets
• Joe Weisenthal, Bloomberg Odd Lots co-host
• Dr Stacy Rasgon, Bernstein analyst covering US Semiconductors and Semiconductor Capital Equipment
• Lisa Mateo on newspapers

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In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   
You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   
On Apple: http://bit.ly/3DWYoAN   
On Spotify: http://spoti.fi/45IG5LR   
Anywhere: http://bit.ly/460OMka 

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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 Dan Ives, George Saravelos, and Victoria Fernandez.

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- Margie Patel, Senior Portfolio Manager at Allspring Global Investments
- Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank
- Libby Cantrill, Head: Public Policy at PIMCO
- Norman Roule, Non-Resident Senior Adviser at CSIS

Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his second term. PIMCO's Libby Cantrill outlines how public policy is being reshaped in the coming weeks and months. Norman Roule of CSIS discusses global security concerns.

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

• George Saravelos, Global co-head of FX Research at Deutsche Bank, discusses FX moves in the first week of the second Trump administration, the US dollar, and the Canadian dollar
• Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, talks about animal spirits in markets and how the timing and magnitude of policy changes could affect equities
• Thomas Harr, Chief Economist and Head: Economics and Monetary Policy at Danmarks National Bank, on his new book with Callum Henderson "The Great Inflation Resurgence"
• 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 Geoffrey Yu & Sarah Wolfe.

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- Ted Pick, CEO at Morgan Stanley
- Sarah Huckabee Sanders, Arkansas Governor
- Mohammed Al-Jadaan, Minister of Finance, Saudi Arabia
- Steve Pagliuca, Bain Capital Senior Advisor Boston Celtics Co-Owner

We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ted Pick, CEO at Morgan Stanley, Arkansas Governor Sarah Huckabee Sanders, Saudi Arabia's Finance Minister Mohammed Al-Jadaan, and Boston Celtics co-owner Steve Pagliuca.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 23rd, 2025
Featuring:

• Adam Posen, President of the Peterson Institute for International Economics, joins to discuss his outlook for the Fed, Trump's economic policies, and whether investors could be staring down a rate hike
• Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, reacts to today's jobless claims, previews next week's Fed meeting, and why she's not ruling out a first quarter rate cut in 2025
• Greg Peters, co-CIO at PGIM Fixed Income, on the surge in bond yields, the Fed funds rate, and what the bond market is watching from a policy perspective
• 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 Torsten Slok & Brian Belski.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 22nd, 2025
Featuring:

• Torsten Slok, Chief Economist at Apollo, discusses the global macro outlook in a second Trump admin, tariffs, and what's next for the Fed
• Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and discusses risks and bullishness in a second Trump term
• Robert Fishman, Senior Associate at MoffettNathanson, on Netflix earnings
• Lisa Mateo on newspapers

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- Daniel Pinto, COO at JPMorgan
- Anne Walsh, CIO at Guggenheim
- John Kerry, Co-Executive Chair of Galvanize Climate Solutions and former Secretary of State
- Paul Ryan, Vice Chairman at Teneo and former House Speaker

We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Anne Walsh with Guggenheim, former Secretary of State John Kerry and former House Speaker Paul Ryan, and JPMorgan COO Daniel Pinto.

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Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and 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 Lori Calvasina & Alberto Gallo.

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- Ken Rogoff, Processor of Economics at Harvard University
- Gary Cohn, Vice Chairman at IBM
- Steven Tananbaum, Managing Partner at GoldenTree Asset Management
- David Rubenstein, co-founder at the Carlyle Group

We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ken Rogoff of Harvard, Gary Cohn with IBM, Steven Tananbaum of GoldenTree Asset Management, and Carlyle Group co-founder David Rubenstein.

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

• Skylar Montgomery-Koning, FX Strategist at Barclays, talks about whiplash in FX markets and dollar moves
• Jennifer Lee, Senior Economist at BMO Capital Markets, talks about tariff reversals and how the US and Canadian economies could fare in the face of 25% tariffs on Canada and Mexico
• Lori Calvasina, Chief US Equity Strategist with RBC Capital Markets, joins for an extended discussion on markets and the economy
• Dan Tannebaum, partner at Oliver Wyman, joins from Davos to discuss global security in a second Trump term and priorities of global leaders

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Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump.

On this edition, Joe and Kailey speak with:

• Former-Trump Energy Secretary Dan Brouillette
• Lindsay Chervinsky, Executive Director of the George Washington Presidential Library
• Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub
• Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District
• United States Senator Bill Hagerty (R-TN)

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In the 1950s, a businessman, looking for a new way to settle his lunch tab, sparked a payments revolution and paved the way for today’s cashless economy. Now, the growing use of stablecoins like USDC is leading businesses and consumers to an era of digital payments that’s even faster and cheaper than a credit card.

This episode is sponsored by Coinbase.

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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 and Ian Bremmer

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Isaac Boltansky, BTIG Director: Policy ResearchJane Foley, Rabobank Head: FX StrategyMatt Miskin, John Hancock Investment Management Co-Chief investment strategist
BTIG's Isaac Boltansky talks changing policy as President-elect Trump takes office. Jane Foley of Rabobank talks FX impact of a new administration in the US. Matt Miskin of John Hancock breaks down the week in markets.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 17th, 2025
Featuring:

• Wei Li, Chief Investment Strategist at BlackRock
• Ian Bremmer, founder at Eurasia Group
• Katy Kaminski, Chief Research Strategist at AlphaSimplex
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management

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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 Nathanson

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-David Lebovitz, VP - Global Market Strategist, JP Morgan Asset Management
-Rich Clarida, PIMCO Global Economic Advisor / Former Federal Reserve Vice Chairman
-Frances Donald, Chief Economist, RBC

David Lebovitz from JP Morgan Asset Management talks markets. PIMCO's Rich Clarida talks Fed policy. Frances Donald, RBC's Chief Economist breaks down retail sales.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 16th, 2025
Featuring:

• Cam Dawson, CIO at NewEdge Wealth
• Michael Nathanson, Senior Research Analyst at MoffettNathanson
• Ethan Bronner, Bloomberg News Israel bureau chief
• 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 Michael Darda & Peter Tchir.

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- Ken Leon, Director of Equity Research at CFRA Research
- Jen Flitton, Head: US Government Affairs at Invesco
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Aditya Bhave, Senior US Economist at Bank of America

Ken Leon with CFRA react to big bank earnings as earnings season kicks off. Jen Flitton of Invesco talks about why markets feel so uncertain about Trump administration policies. David Kelly with JPMorgan Asset Management and Aditya Bhave of Bank of America react to CPI.

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Bloomberg Surveillance hosted by Tom Keene & David Gura January 15th, 2025
Featuring:

• Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, Ben Laidler, Head of Equity Strategy at Bradesco BBI, and Freya Beamish, Chief Economist at TS Lombard, react today's CPI reading
• Alison Williams, Senior Global Banks and Asset Managers Analyst at Bloomberg Intelligence, reacts to this morning's bank earnings
• Kona Haque, Head: Commodities Research at ED&F Man, on the commodity outlook for 2025, the rise in cocoa prices, and other soft commodities
• Lisa Mateo on newspapers

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A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025

Featuring:

Terry Haines, Founder at Pangea Policy

Gautam Mukunda, professor at Yale School of Management

Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

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