Bloomberg Surveillance

Featuring: Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld Dr. Nela Richardson, Chief Economist & ESG Officer at ADP Federal Reserve Governor Stephen Miran See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Seema Shah & Paul Quinsee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, May 14, 2026Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about markets and a new era for the Fed.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, talks about his global equity views and diversifying in the US and abroad.3) Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution at Stanford University, on the Trump-Xi meeting.4) Mark Howard, Senior Multi-Asset Strategist at BNP Paribas, joins for a discussion on credit markets amid hot inflation readings and geopolitical uncertainty from Trump's Xi meeting.See omnystudio.com/listener for privacy information.

Featuring: Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale Dr. Seth Carpenter, Managing Director & Global Head: Macro Research at Morgan Stanley Theirry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Simon White & Ben McMillan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, May 13, 2026Featuring:1) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about the private credit "stress test" and whether there are contagion concerns.2) Ben McMillan, CIO at IDX Advisors, brings us into the market open and discusses whether the market's really concerned about echoes of a dot-com bubble.3) Neil Sutherland, Head of US Fixed Income at Schroders, talks about the fixed income "reset" and where he's finding value in credit.4) Brian Wieser, founder at Madison & Wall, joins for a discussion on the ever-changing advertising business as the ad upfront kicks off.See omnystudio.com/listener for privacy information.

Featuring: Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution Michael Gapen, Managing Director & Chief US Economist at Morgan Stanley See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Ed Yardeni & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, May 12, 2026Featuring:1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook.2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&P call to 8250, the highest on Wall Street.3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test.4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with BlackRock’s Wei Li & Leslie Vinjamuri of the Chicago Council of Global Affairs.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management Rachel Ziemba, Adjunct Senior Fellow at the Center for A New American Security Roukaya Ibrahim, Chief Strategist: Commodity & Energy Strategy for BCA 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, May 11th, 2026Featuring:1) Wei Li, Global Chief Investment Strategist at BlackRock, talks equity resilience and opportunities in emerging markets. 2) Leslie Vinjamuri, President & CEO at Chicago Council of Global Affairs, weighs in on stalled peace talks between Washington and Tehran. 3) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses what tech earnings reveal about the state of the AI buildout. 4) Mabrouk Chetouane, Head of Global Market Strategy at Natixis Investment Managers, on what markets participants will be watching for during President Trump's state visit to China.See omnystudio.com/listener for privacy information.

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at Council on Foreign Relations Frances Donald, Senior VP & Chief Economist at RBC Sarah Kunst, Managing Director & General Partner at Cleo Capital See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Kevin Gordon & John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, May 8, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, John Stoltzfus, Chief Investment Strategists at Oppenheimer, and Kristina Campman, Senior Portfolio Manager at Invesco, react to the April jobs report.2) Kevin Gordon, Senior Investment Strategist with Charles Schwab, brings us into the market open and talks about the now "K-Shaped Market." 3) Atsi Sheth, Chief Credit Officer at Moody's, talks steady US GDP growth and potential for a bounce back in sentiment.See omnystudio.com/listener for privacy information.

Featuring: Darius Dale, Founder and CEO at 42 Macro Max Layton, Global Head: Commodities Research at Citigroup Global Markets Terry Haines, Founder of Pangaea Policy See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Cam Dawson & Liz Ann Sonders. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, May 7, 2026Featuring:1) Cam Dawson, CIO at NewEdge Wealth, joins to discuss what's to like, and not to like, in the equity market.2) Ellen Wald, Senior Fellow at the Atlantic Council, offers her outlook for oil and energy prices amid the ongoing Iran war.3) Richard Portes, Economics Professor at London Business School, joins to talk about private credit, global imbalances, and US debt from abroad.4) Michael Conrath, Chief Retirement Strategist at JPMorgan Asset Management, talks about the firm's findings on retirement and silent risks in retirement spending.See omnystudio.com/listener for privacy information.

Featuring: Gen. Karen Gibson, Academy Securities Paul Donovan, Chief Economist, UBS Global Wealth Management Chris Harvey, CIBC, Head of Equity and Portfolio Strategy 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, May 6, 2026Featuring:1) Paul Eitelman, Global Chief Investment Strategist at Russell Investments, talks about why the markets still have a solid foundation to absorb the impact of the Iran war, and where markets could go if the war were to soon end.2) Jonathan Maxwell, founder at Sustainable Development Capital, joins to discuss the impact of the Iran war one-page memorandum on oil and energy prices and what an end to the war could do for energy prices.3) Laura Rippy, Managing Partner at Alumni Ventures, on the mega IPO pipeline this year, including SpaceX and the major AI LLM's, as well as investing in the Space economy.4) Manish Jain, CEO of Mezzi, discusses the development of his AI wealth management platform and why its findings show AI - not the war or Fed - remains the primary driver of markets.See omnystudio.com/listener for privacy information.

Featuring:  Jonathan Lieber, Managing Director: US at Eurasia Group  Torsten Slok, Chief Economist at Apollo Global Management  Robert Lewin, Chief Financial Officer at KKR & Co. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Joumanna Bercetche and Heath Terry. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, May 6, 2026Featuring:1) Julian Emanuel, Senior Managing Director of Equity, Derivatives and Quantitative Strategy at Evercore, discusses extraordinary earnings strength propelling the market and his S&P target for 2026.2) David Bailin, founder and CEO at the CIO Group, talks the US market advantage amid the Iran war and offers his outlook for markets and AI.3) Heath Terry, Head of Tech Research at Citi, discusses the Anthropic advantage and how AI is powering the market through the Iran war.4) Leslie Palti-Guzman, founder at Energy Vista, talks about global oil and LNG production and US energy prices and output amid the Iran War.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Ross Mayfield, Investment Strategy Analyst at Baird Private Wealth Management Norman Roule, Senior Adviser: Warfare & Terrorism Program at Center for Strategic & International Studies Former New York Fed President Bill Dudley 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, May 4th, 2026 Featuring:1) Geoffrey Yu, Senior EMEA Market Strategist at BNY, talks persistent inflation and growing volatility in global markets. 2) Matthew Luzzetti, Chief US Economist at Deutsche Bank, examines the Federal Reserve's policy path ahead. 3) Henrietta Treyz, Co-Founder at Veda Partners, discusses Washington's latest plan for the Strait of Hormuz and reaction from European allies. 4) Stephen Trent, Founder at SDT Capital Advisors, on the shutdown of Spirit Airlines and the aviation industry at large.See omnystudio.com/listener for privacy information.

Featuring: Ed Mills, Managing Director & Washington Policy Analyst at Raymond James Abigail Yoder, US Equity Strategist at JP Morgan Securities Nasa Administrator Jared Isaacman 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, May 1, 2026Featuring:1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, discusses AI-related debt issuance and the long term view of the bond market.2) Ken Kim, Senior Economist at KPMG, brings us into the market open and talks rising oil prices, earnings, and US economic and consumer health.3) Barbara Humpton, CEO at USA Rare Earth, discusses rare Earth production and mining as well as the Trump admin taking a stake in the company and what it means for their operations4) Odeta Kushi, Deputy Chief Economist at First American, discusses affordability and housing across income levels in the US amid continued inflation and oil shocks.See omnystudio.com/listener for privacy information.

Featuring: Sharmin Mossavar-Rahmani, CIO: Wealth Management & Head: Investment Strategy at Goldman Sachs National Economic Council Director, Kevin Hassett Victoria Coates, Vice President of the Heritage Foundation See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with George Bory & Ed Hirs. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, April 30th, 2026Featuring:1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, joins to discuss his S&P call amid more big tech beats and whether AI spending or other factors will ultimately determine the market direction3) Ed Hirs, Energy Fellow and lecturer at University of Houston, joins to discuss broken energy markets and what Brent Crude's melt up means for both oil and electricity markets in the US4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissentSee omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and 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. Federal Reserve Chair Jerome Powell said he’ll remain at the central bank as a governor after his term as chair ends. “After my term as chair ends on May 15, I will continue to serve as a governor for a period of time to be determined,” Powell said Wednesday at a press conference.While Powell’s term as Fed chair ends on May 15, his seat on the Board of Governors doesn’t expire until 2028. “I plan to keep a low profile as a governor,” he said. “There is only ever one chair of the Federal Reserve Board. When Kevin Warsh is confirmed and sworn in, he will be that chair.”See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan 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 revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East.Four officials voted against the decision, including three who objected to language in their post-meeting statement that suggested the central bank would eventually resume cutting rates.See omnystudio.com/listener for privacy information.

Featuring: George Goncalves, Managing Director & Head: US Macro Strategy at MUFG Securities Americas Libby Cantrill, Managing Director & Head: Public Policy at PIMCO Former Kansas City Fed President Esther George See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Seema Shah & Michael Ball. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 Sweeney Wednesday, April 29th, 2026Featuring:1) Glenn Hubbard, Supply side economist from Columbia Business School, talks about the Trump admin's economic policy push ahead of the midterms and how to navigate price pressures from the war.2) Libby Cantrill, Head of Public Policy at PIMCO, talks about the Trump admin's latest signals about the Iran war and policy strategies ahead of the midterms.3) Aakash Doshi, Head of Gold Strategy at State Street Investment Management, talks gold's trajectory since the Iran war began.4) Suzanne Maloney, Vice President and Director of the Foreign Policy program at the Brookings Institution and Foreign Affairs author, discusses her Foreign Affairs article on the Iran War's unintended consequences and the stalemate in negotiations.See omnystudio.com/listener for privacy information.

Featuring: US Secretary of Energy Christopher Wright Paul Jacobson, Executive VP & CFO of General Motors Retired Lieutenant General Karen Gibson of Academy Securities See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Robert Kaplan & Eddie Fishman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, April 28th, 2026Featuring:1) Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, on the Fed, Kevin Warsh's nomination for Fed chair, and the US economy.2) Eddie Fishman, non-resident fellow at the Firm Center on Global Energy Policy and author at Foreign Affairs, discusses his latest Foreign Affairs article on economic warfare.3) Bob Sloan, Managing Partner and founder S3 Partners, brings us into the market open and talks S&P 1500 and shorts.4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses hints on the economy from the US consumer.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Rebecca Patterson and Mishal Husain Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 Sweeney Monday, April 27th, 2026Featuring:1) Mishal Husain, Host of The Mishal Husein Show 2) Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former Chief Investment Strategist at Bridgewater 3) Nancy Tengler, CEO and CIO at Laffer Tengler Investments 4) Lori Calvasina, Head of US Equity Strategy at RBC Capital MarketsSee omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Dr. Sonal Desai, Executive VP & CIO: Fixed Income at Franklin Templeton Olivia Wassenaar, Head of Apollo Infrastructure Group at Apollo Management See omnystudio.com/listener for privacy information.

Featuring: Peter Tchir, Director & Head: Macro Strategy at Academy Securities Jonathan Lieber, Managing Director & Head: Research at Eurasia Group Veronica Clark, Economist at Citi See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Frances Donald and Jordan Rochester. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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, April 24th, 2026 Featuring: 1) Kay Herr, CIO: US GFICC at JPMorgan, talks about market fundamentals remaining strong, as well as the outlook for Fed policy amid the Iran war. 2) Elisabeth Reynolds, MIT Professor, discusses her new book on "priority technologies" for the United States and the global industrial and supply chain battle. 3) Winnie Cisar, Global Head of Strategy at CreditInsights, talks about fading the credit rally and being careful to mistake calm for clarity. 4) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US economic and labor risks.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Anna Wong & Marc Champion. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Keith Lerner, CIO & Chief Market Strategist at Truist Advisory Services  Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation  Paul Sankey, Lead Analyst at Sankey 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, April 23rd, 2026 Featuring: 1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, joins for an extended discussion on the market zoning in on AI. 2) Paul Sankey, founder at Sankey Research, joins to talk energy and oil prices amid US-Iran deadlocked talks. 3) Michael Purves, CEO and founder at Tallbacken Capital Advisors, joins to discuss his weekly volatility note, the "convexity conundrum," and how AI is affecting jobs. 4) Nisha Patel, SMA Fixed Income portfolio Manager at Parametric, on high quality duration and tax efficiency.See omnystudio.com/listener for privacy information.

Featuring:  James Bullard, Former St. Louis Fed President & Dean of the Mitch Daniels School of Business at Purdue University  Mark Esper, Former US Secretary of Defense  Stephanie Roth, Chief Economist at Wolfe 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, April 22nd, 2026 Featuring:1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines. 2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war. 3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook. 4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair.See omnystudio.com/listener for privacy information.