Bloomberg Surveillance

Featuring:   Lori Calvasina, Head of US Equity Strategies, RBC Ed Mills, Raymond James Managing Director/Washington Policy Analyst Neil Dutta, Head of US Economic Research, Renaissance Macro Research See omnystudio.com/listener for privacy information.

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, August 17th, 2026Featuring:1) Javier Blas, Bloomberg Opinion columnist2) Dana Peterson, Chief Economist at The Conference Board3) Mike McGlone, Bloomberg Intelligence commodities analyst4) Henrietta Treyz, co-founder at Veda PartnersSee omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Mike Wilson, Morgan Stanley Chief US Equity Strategist/CIO Kristen Bitterly, Citigroup Global Markets Head:Wealth At Work    See omnystudio.com/listener for privacy information.

Featuring: Julian Emanuel, Chief Equity & Quantitative Strategist, Evercore ISI Nick Setyan, Senior Analyst, Mizuho Securities Robert DeNault, Head of Enforcement, Kalshi See omnystudio.com/listener for privacy information.

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, August 14th, 2026Featuring:1) Priya Misra, Fixed Income Portfolio Manager at JPMorgan Wealth Management, talks the Fed and sticky inflation as well as the 30-year Treasury auction.2) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks about the equity melt up and if anything can slow down the rally.3) Aditya Bhave, Head: US Economics at Bank of America, joins for an extended discussion on the state of the US economy, rates, and growth.4) Katy Kaminski, Chief Research Strategist at AlphaSimplex, brings us into the market open and talks constructive equities and range bound fixed income.See omnystudio.com/listener for privacy information.

Featuring: Robert Kaplan, Goldman Sachs Vice Chairman Angelo Zino, Senior VP & Head: Technology at CFRA Lydia Mashburn Newman, Managing Director: Monetary Economics at the American Institute for Economic Research See omnystudio.com/listener for privacy information.

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, August 13th, 2026Featuring:1) Francisco Blanch, Head: Commodities at Derivatives Research at Bank of America, talks global energy crunch and commodity outlook.2) Nelson Yu, Head of Equities at AllianceBernstein, talks about the investor trap and reacts to PPI.3) Ivan Feinseth, CIO at Tigress Financial, talks tech, earnings season, and the equity bull case.4) Harrison Mann, former US Army Major and Associate Director for Campaigns & Policy at Win Without War, talks Iran strategic mishaps, munitions concerns, and other military news.See omnystudio.com/listener for privacy information.

Featuring:1) Eric Winograd, Chief Economist with AllianceBernstein, Marta Norton, Chief Investment Strategist at Empower, Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, react to CPI.2) Ed Yardeni, founder at Yardeni Research, talks about raising his S&P target and the market melt up.3) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks about new debt issuance and why "this time is different."4) Violetta Todorova, Senior Research Analyst at Leverage Shares, talks equity gains and tech lifting shares higher.See omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, Chief Investment Officer at Truist Advisory Services Dr. Patrick Harker, Former Federal Bank of Philadelphia President Jessica Taylor, Senate & Governors Editor at the Cook Political Report See omnystudio.com/listener for privacy information.

Featuring: Marvin Loh, Senior Strategist: Global Macro at State Street Retired Lt. General Karen Gibson, Advisor for Academy Securities Libby Cantrill, Managing Director & Head: Public Policy at PIMCO See omnystudio.com/listener for privacy information.

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, August 11th, 2026Featuring:1) Becca Wasser, Defense Lead with Bloomberg Economics2) Michael Green, Senior Executive Advisor of Tier1 Alpha Asset Management 3) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group4) Jerome Schneider, Head:Short Term Portfolio Mgmt & Funding at PIMCOSee omnystudio.com/listener for privacy information.

Featuring: Eric Johnston, Chief Equity & Macro Strategist at Cantor Fitzgerald Sarah Kunst, Managing Director & General Partner of Cleo Capital Emily Bannister, Head of Private Credit at Wellington See omnystudio.com/listener for privacy information.

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, August 10th, 2026 Featuring:1) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about the shift toward higher nominal growth.2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, discusses his S&P target and his favorite charts of August.3) Heather Rice, US Products Line of Business Leader at KPMG, talks pricing under energy and tariff cost pressures.4) Steve Odland, CEO at The Conference Board, talks about TCB initiatives and its new CEO survey.See omnystudio.com/listener for privacy information.

Our Town from Bloomberg’s Big Take podcast follows residents of Gainesboro, Tennessee, after a group of far-right Christians moves in with plans for a radical social experiment.Listen to Episode 1 on the Big Take.See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's guests include: Meredith Whitney, CEO of  Meredith Whitney Advisory Group David Kelly, Chief Global Strategist of JPMorgan Asset Management Brian Rolapp, PGA Tour CEO  See omnystudio.com/listener for privacy information.

Featuring: Christopher Verrone, Partner & Chief Market Strategist at Baird Strategas Norman Roule, Senior Adviser: Warfare & Terrorism Program at Center for Strategic & International Studies Gene Seroka, Port of Los Angeles Executive Director See omnystudio.com/listener for privacy information.

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, August 7th, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Constance Hunter, Chief Economist at EIU, Kristina Campmany, Senior Portfolio Manager at Invesco,, react to the July jobs report. 2) Nicole Bichaud, Chief Economist at ZipRecruiter, brings us into the market open and talks about hiring in the US. 3) Gene Seroka, CEO of the Port of LA, discusses tariffs and supply shocks in the US. 4) Bruce Wolfe, founder at CS Wolfe & Associates, joins to discuss retiring in the US in an inflationary environment and his non-consensus views on the US retirement system.See omnystudio.com/listener for privacy information.

US employers unexpectedly cut jobs in July and hiring in the prior two months was revised lower, suggesting the labor market is weaker than previously thought after surprising strength earlier this year.Nonfarm payrolls decreased 23,000 last month following a combined 103,000 downward revision to the May and June figures, Bureau of Labor Statistics data showed Friday. The unemployment rate fell to 4.1% as labor force participation continued to slide, and wage growth slowed. Bloomberg's Tom Keene and Damian Sassower break down the numbers with: Claudia Sahm, Chief Economist at New Century Advisors Constance Hunter, Chief Economist at EIU Kristina Campmany, Senior Portfolio Manager at Invesco Andrew Hollenhorst, Chief US Economist at CitiStephanie Roth, Wolfe Research Chief Economist See omnystudio.com/listener for privacy information.

Featuring: Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds Brian Hamilton, Live Switch Chairman Dr. Nela Richardson, Chief Economist & ESG Officer at ADP See omnystudio.com/listener for privacy information.

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, August 6th, 2026 Featuring: 1) Shusuke Yamada, Head of Japan FX/Rates at Bank of America, on yen intervention and his non-consensus yen view. 2) Ed Hirs, Energy Fellow at the University of Houston, joins to discuss the overall US energy landscape and potential price increases across the board. 3) Suki Cooper, Global Head, Commodities Research at Standard Chartered Bank, talks recent moves in gold. 4) Julia Hermann, Director: Global Market Strategy at New York Life Investment Management, talks tightening economic conditions and the pass through to equities.See omnystudio.com/listener for privacy information.

Featuring:  Alicia Levine, Chief Investment Officer at BNY Wealth  Ariana Salvatore, Head of US Public Policy Research at Morgan Stanley  Andrew Hollenhorst, Chief US Economist at Citi Research See omnystudio.com/listener for privacy information.

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 August 5th, 2026Featuring:1) Alicia Levine, CIO at BNY Wealth, talks the path of the S&P and legs of the market rally.2) Ben Cook, Manages Hennessy Energy Transition Fund as well as the Hennessy Midstream Fund, talks about energy price gyrations and outlook for oil and gas prices.3) Nisha Patel, Senior Portfolio Manager: Fixed Income at Parametric, talks about the tough month for munis and bond market warnings.4) Dan Ives, Partner at Yorkville & Ives, breaks down SpaceX earnings.See omnystudio.com/listener for privacy information.

Featuring:  David Lebovitz, Global Market Strategist: Multi-Asset Solutions at JPMorgan Asset Management  Stephen Schork, Principal & Editor at The Schork Group  Angelo Zino, Senior Equity Analyst at CFRA See omnystudio.com/listener for privacy information.

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 August 4th, 2026Featuring:1) Cam Dawson, CIO at NewEdge Wealth, discusses the market "weeble wobble."2) Steve Englander, Global Head: G10 FX Research at Standard Chartered, joins to discuss the yen, Japan, and the US.3) Sergei Guriev, Dean of the London Business School, talks about his stewardship over the program as well as his perspective on Russia and the war in Ukraine.4) Stephanie Roth, Chief Economist at Wolfe Research, brings us into the market open and gives us her jobs call.See omnystudio.com/listener for privacy information.

Featuring: Jeremy Stretch, Chief International Strategist at CIBC Sarah Kunst, Managing Director & General Partner of Cleo Capital IBM Vice Chairman Gary Cohn See omnystudio.com/listener for privacy information.

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, August 3rd, 2026Featuring:1) Sonja Marten, Chief Economist at DZ Bank, joins to discuss the global market reaction to the US and Japan taking action on the yen.2) RaeAnn Mitrione, Partner at Callan Family Office, talks about the market pushing higher on AI and earnings season.3) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses tech earnings, the Fed, and the Middle East war ahead of this week's jobs report.4) Joanna Gallegos, co-founder at BondBloxx, talks about recent yield moves and whether bond vigilantes will rear back this week.See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests include: Richard Clarida, Former Federal Reserve Vice Chair Lori Calvasina, RBC Capital Markets Head:US Equity Strategy  Hannah Elliot, Hot Pursuit! Podcast co-host See omnystudio.com/listener for privacy information.

Featuring:  Mike Arougheti, Partner/Director/Co-Founder/CEO, Ares Management Bloomberg Opinion Columnist William Dudley Navy Mutual Aid Association Board Member Lt Gen Robert S Walsh  See omnystudio.com/listener for privacy information.

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, July 31st, 2026Featuring:1) Gregory Daco, Chief Economist at EY-Parthenon, joins to discuss nominal GDP, the Fed, and outlook for inflation.2) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks the markets' earnings push and equity reaction to the Fed.3) Mallika Sachdeva, FX Strategist at Deutsche Bank, talks about strengthening the yen and the Bank of Japan.4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about a regional Middle East war and recent moves in oil post-big oil earnings today. Leslie Vinjamuri, President & CEO, Chicago Council on Global Affairs, joins for a panel discussion.See omnystudio.com/listener for privacy information.

Featuring: Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management Paul Sankey, Founder of Sankey Research James Bullard, Dean of Purdue University Business School & Former St. Louis Fed President See omnystudio.com/listener for privacy information.

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 July 30, 2026Featuring:1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday.2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price.3) Gil Luria, Head: Technology Research at DA Davidson & Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple.4) Sophia Drossos, Economist at Point72, talks about whether the Fed's in wait and see mode and if less Fed speak is sustainable.See omnystudio.com/listener for privacy information.

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm.  Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours.  To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:  Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.

Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting, with officials repeating their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged, but a fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting. Officials repeated their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.

Featuring: Dan Suzuki, Global Investment Strategist at iCapital Claudia Sahm, Chief Economist at New Century Advisors Esther George, Former Kansas City Fed President See omnystudio.com/listener for privacy information.

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, July 30, 2026Featuring:1) Kay Haigh, CIO: Fixed Income at Goldman Sachs Asset Management, talks about the fixed income outlook even if the Fed hikes today.2) Ian Wyatt, Chief Economist at Huntington Bank, talks about the Fed holding rates and why the "K" economy is old news.3) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, discusses the hawkish pause position.4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the squeezed consumer and back-to-school acceleration affecting eco data.See omnystudio.com/listener for privacy information.

Featuring: Cameron Dawson, CIO of NewEdge Wealth Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Matthew Hornbach, Managing Director & Global Head: Macro Strategy at Morgan Stanley See omnystudio.com/listener for privacy information.

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, July 28, 2026Featuring:1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, join together for an extended markets discussion, talking markets chop and options market pricing.2) Jay Hatfield, CEO at Infrastructure Capital Management, talks about why it would be "incredibly stupid" for the Fed to raise rates this year.3) Laura Mayfield, Senior Portfolio Manager, Securitized Products at Port Washington Investment Advisors, on value perception and market pressure points.4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, brings us into the market open and discusses consumer resilience and the labor market.See omnystudio.com/listener for privacy information.

Featuring: Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at Bank of America Securities Tobin Marcus, Head of Policy & Politics at Wolfe Research Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus See omnystudio.com/listener for privacy information.

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, July 27, 2026Featuring:1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins to preview a slew of central bank decisions this week and talks about how each are pricing in effects of Iran war2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks AI debt issuance and the latest spreads in credit.3) Alvina Lo, Head of Advice, Planning & Fiduciary Services at BNY Wealth, discusses wealth planning for families and how she's allocating around client concerns.4) Celine Woo, Portfolio Manager at Lazard Asset Management, talks the infrastructure, enabling, and application layers of tech and AI ahead of a key week of tech earnings.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 24, 2026 Featuring: 1) Joe Lavorgna, Chief Economist as SMBC Nikko Securities, joins for a discussion on President Trump's new tariff plan and whether the President can execute his economic policy effectively amid the war in Iran. 2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices). 3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher. 4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.See omnystudio.com/listener for privacy information.

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.  Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset ManagementSee omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, Chief Investment Officer at Truist Advisory Services Monica Guerra, Executive Director & Head: US Policy at Morgan Stanley Republican Senator from Pennsylvania Dave McCormick See omnystudio.com/listener for privacy information.

Featuring: Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management Arkansas Republican Congressman French Hill Sophia Kearney-Lederman, Senior Economist at FHN Financial See omnystudio.com/listener for privacy information.

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, July 23, 2026 Featuring: 1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets. 2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses. 3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call. 4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.See omnystudio.com/listener for privacy information.

Featuring: Max Kettner, Chief Multi-Asset Strategist at HSBC Bank Subadra Rajappa, Managing Director & Head of Research-SG Americas at Societe Generale John Stankey, Chairman & CEO of AT&T See omnystudio.com/listener for privacy information.

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, July 22, 2026 Featuring: 1) Tony Crescenzi, Executive VP, Market Strategist, and Generalist Portfolio Manager at PIMCO, on what he's seeing in bonds and the 10-year outlook. 2) Tina Fordham, founder at Fordham Global Foresight, talks about the latest developments in the Iran war and where we stand in the geopolitical super cycle. 3) Raphael Thuin, Head: Capital Market Strategies at Tikehau Capital, talks private debt and the golden age of credit investing. 4) Mona Mahajan, Senior Investment Strategist with Edward Jones, talks stock market rotations and all eyes on earnings season.See omnystudio.com/listener for privacy information.

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Francisco Blanch, Head: Global Commodities & Derivatives Research at Merrill Lynch Paul Jacobson, General Motors Executive VP & CFO See omnystudio.com/listener for privacy information.

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, July 21, 2026Featuring:1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case. 4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."See omnystudio.com/listener for privacy information.