Bloomberg Surveillance

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 13th, 2026
Featuring:

1) Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, Michael Ball, Bloomberg News Macro Strategist, and Veronica Clark, US Economist at Citi, react to the January US CPI print.
2) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, talks global central bank divergence.
3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on sector rotation and high valuations.
4) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on how the US has put itself in the middle of China's Venezuela oil trade.

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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 Peter Navarro, Senior White House Counselor for Trade and Manufacturing. 

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Featuring:

• French Hill, Republican Congressman from Arkansas
• Sharon Bell, Senior European Equity Strategist for Goldman Sachs
• Steven Ricchiuto, Managing Director & Chief Economist for Mizuho Securities

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 12th, 2026
Featuring:
1) Peter Navarro, Senior Counselor to the President for Trade and Manufacturing, on the House's rebuke of Canada tariffs and the January jobs report.
2) Brian Belski, CEO & CIO at Humilis Investment Strategies, examines the rotation from mega cap growth to value.
3) Monica DiCenso, Head of Global Investment Strategy at JPMorgan Private Bank, examines the software bear market amid AI disruption fears.4) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the state of the US labor market.

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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 New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity Investments. 

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Featuring:

• Scott Lincicome, Vice President of General Economics and Stiefel Trade Policy Center at the CATO Institute
• Michael Gapen, Managing Director and Chief US Economist for Morgan Stanley
• Doug Burgum, United States Secretary of the Interior

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 11th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Eric Winograd, Chief Economist at AllianceBernstein, react to the January jobs report.
2) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, explains why traditional macro hedges are failing.
3) Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data.
4) Jurrien Timmer, Director of Global Macro at Fidelity Investments, outlines the case for a global equity catch-up.

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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 CIO Group’s David Bailin & Ian Bremmer of Eurasia Group. 

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Featuring:

• Marvin Loh, Senior Strategist: Global Macro at State Street
• Jonathan Lieber, Managing Director & US Head of Research for Eurasia Group
• Gregory Daco, Chief Economist for Ernst & Young

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 10th, 2026
Featuring:
1) Jean Boivin, Global Head of Research at BlackRock Investment Institute, discusses EM strength and AI's role in the global macro outlook.
2) Frances Donald, Chief Economist at RBC, shares her expectations for the week's eco data.
3) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, on 'Sanaenomics' and Japan's productivity focused agenda.
4) Ian Bremmer, Founder & President at Eurasia Group, on the 'post-America hedge'.

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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 former Fed Vice Chair Richard Clarida & Robert Schiffman of Bloomberg Intelligence.

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Featuring:

• Cameron Dawson, Chief Investment Officer, NewEdge Wealth
• Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy 
• Dana Peterson, Chief Economist, The Conference Board

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, February 9th, 2026
Featuring:

1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, discusses the state of monetary policy and the US economy at large.
2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, examines the impact of AI disruption and retail-driven market momentum.
3) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses the return of liquidity to the US commercial real estate market.
4) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, on US-Iran talks and growing friction between the White House and European allies.

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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 New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research. 

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Featuring:

• Brian Levitt, Invesco Global Market Strategist
• Stephanie Roth, Chief Economist at Wolfe Research
• Jeannette Lowe, Managing Director: Policy Research for Strategas Securities

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 6th, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.
2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.
3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.
4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.
5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.

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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 Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. 

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Featuring:

• Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab
• Chris Caso, Managing Director: Semiconductors at Wolfe Research
• Edward Mills, Managing Director & Washington Policy Analyst for Raymond James

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney, Thursday, February 5th, 2026

Featuring:

1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.

3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.

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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 Steve Englander & Meredith Whitney. 

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Featuring:

• Libby Cantrill, Managing Director and Head of Public Policy at PIMCO
• Gene Seroka, Port of Los Angeles Executive Director
• James Egelhof, Chief US Economist at BNP Paribas

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 4th, 2026

Featuring:

1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data.

2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis.

3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.

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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 Cornell University’s Eswar Prasad & Jed Kolko of the Peterson Institute for International Economics. 

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Featuring:

• Steven Englander, Standard Chartered Bank, Global Head: G10 FX Research
• Terry Haines, Founder of Pangaea Policy
• Yelena Shulyatyeva, Senior US Economist for The Conference Board

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 3rd, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market.

2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.

3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.

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Featuring:

• Marc Short, Former Chief of Staff to Former US Vice President Mike Pence
• Andrew Hollenhorst, Citigroup Global Markets Chief US Economist
• Henrietta Treyz, Co-Founder of Veda Partners

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, February 2nd, 2026
Featuring:
1) James Steel, Chief Precious Metals Analyst at HSBC, reacts to the overnight decline in gold and silver.2) Madison Faller, Global Investment Strategist at JPMorgan Private Bank, discusses how strong earnings and stable inflation are creating room for higher valuations.3) Joe Davis, Global Chief Economist at Vanguard, discusses the FOMC adopting a more optimistic tone on growth and labor.4) Henrietta Treyz, Co-Founder & Director of Economic Policy at Veda Partners, on the brewing funding showdown in DC and the potential implications for midterm elections.

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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 Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. 

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Featuring:

• Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co.
• Republican Senator Thom Tillis of North Carolina
• Dan Ives, Wedbush Securities Managing Director & Global Head: Tech Research

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The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 30th, 2026
Featuring:

1) Neil Dutta, Head of Economic Research at Renaissance Macro Research
2) Claudia Sahm, Chief Economist at New Century Advisors
3) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management
4) Katy Kaminski, Chief Research Strategist at AlphaSimplex

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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 Madison and Wall’s Brian Wieser & Nancy Lazar of Piper Sandler. 

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Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors
• Angelo Zino, CFRA Senior VP and Head of Technology
• Jeanette Lowe, Managing Director of Policy Research at Strategas Securities

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 29th, 2026
Featuring:
1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings.

2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans.

3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.

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Bloomberg's Tom Keene and Jonathan Ferro discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments.

The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction.

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Bloomberg's Tom Keene and Jonathan Ferro break down 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 Bank of Nassau's Win Thin & Constance Hunter of EIU.

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

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 28th, 2026

Featuring:
1) Constance Hunter, Chief Economist at EIU, shares her expectations for today's FOMC rate decision.

2) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how small cap outperformance has evolved into an economic growth trade in 2026.

3) Win Thin, Chief Economist at Bank of Nassau & Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, join for an extended conversation on the state of the American economy.

4) Saleha Mohsin, Bloomberg News Senior Washington Correspondent, on recent dollar volatility and President Trump's looming Fed chair pick.

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Featuring:

• Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management
• David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group
• Tobin Marcus, Wolfe Research Head of Policy & Politics

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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 MAI Capital’s Chris Grisanti & Cameron Dawson of NewEdge Wealth. 

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Featuring:

• Henrietta Treyz, Veda Partners Co-Founder
• Mary Barra, General Motors Chair & CEO
• Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, January 27th, 2026

Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how lofty 2026 earnings forecasts set a high bar for investors.

2) George Catrambone, Head of Fixed Income: Americas at DWS Group, examines how recent geopolitical events are driving market volatility.

3) Kit Juckes, Chief FX Strategist at Societe Generale, discusses the balance between US political pressure and Japan’s fiscal constraints.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Yale's endowment struggles, and a Business Insider story on how Finland is looking to poach top US tech talent.

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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 Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry.

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

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Featuring:

• Michael Darda, Managing Director and Chief Economist at Roth Capital Partners
• Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James
• Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, January 26th, 2026

Featuring:
1) Seth Carpenter, Global Head of Macro Research at Morgan Stanley, discusses the outlook for US growth and the Fed's path ahead.

2) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, examines the fallout of this weekend's ICE shooting in Minnesota.

3) Brian Belski, CEO and CIO at Humilis Investment Strategies, on how attractive valuations are creating tailwinds for small and mid cap equities.

4) Janno Lieber, MTA Chair & CEO, on the agency's post-snowstorm recovery efforts.

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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 & Joe Quinlan.

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Featuring:

• Terry Haines, Founder of Pangaea Policy
• Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC
• Duncan Edwards, CEO of British American Business

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, January 23rd, 2026

Featuring:
1) Joe Quinlan, Head of CIO Market Strategy at Merrill and Bank of America Private Bank, talks equity market strength and sector rotation.

2) Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses bond market resilience and her expectations for next week's FOMC meeting.

3) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, examines how President Trump’s second term policies are reshaping both the economic and investing landscape.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post expose on price gouging ahead of this weekend's winter storm, and a Business Insider story on Bojangles wanting New Yorkers to ditch their bagels for biscuits.

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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 Rebecca Patterson of the Council on Foreign Relations. 

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

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Featuring:

• Chris Wright, US Secretary of Energy
• Howard Lutnick, US Secretary of Commerce
• Brian Moynihan, Bank of America Chairman and CEO

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, January 22nd, 2026

Featuring:
1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates, discusses how policy unpredictability could reshape global demand for US assets.2) Wendy Schiller, Professor of Political Science at Brown University, on the Supreme Court's deliberations over efforts to fire Fed Governor Lisa Cook.3) Jane Foley, Head of FX Strategy at Rabobank, on the renewed debate over the dollar’s safe haven status amid US-Europe tensions.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Duke University suing its star quarterback, and a New York Times story on federal regulators taking aim at late-night TV.

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