Bloomberg Surveillance

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

Featuring: Cameron Dawson, CIO of Newedge Wealth Libby Cantrill, Managing Director Head of Public Policy at PIMCO Former US Vice President Mike Pence See omnystudio.com/listener for privacy information.

Featuring: Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale Momei Qu, Managing Director: PSP Growth at PSP Capital Partners Monica Dicenso, Head of Global Investment Opportunities at JP Morgan Private Bank 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 Ted Mortonson and Francis Gannon. 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, June 2, 2026Featuring:1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks.4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through markets.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 Matt Miskin & Nick Sargen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Torsten Slok, Chief Economist at Apollo Global Management  Peter Tchir, Head of Macro Strategy at Academy Securities  Ed Al-Hussainy, Global Rates Strategist at Columbia Threadneedle 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, June 1st, 2026Featuring:1) Dana Khraiche, Bloomberg News MENA Breaking News Editor, discusses the latest on the state of US-Iran peace talks. 2) Nancy Lazar, Chief Global Economist at Piper Sandler, on how the latest economic data will drive the Fed's next rate decision. 3) Henrietta Treyz, Co-Founder at Veda Partners, explores how prolonged conflict in the Middle East is creating domestic political pressures ahead of midterm elections. 4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, examines how geopolitical risk is weighing on the broader equity market outlook.See omnystudio.com/listener for privacy information.

Featuring: Max Kettner, Chief Multi-Asset Strategist at HSBC Angelo Zino, Senior VP & Head of Technology at CFRA Michael Wirth, CEO of Chevron 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 Brian Belski & Tina Fordham. 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 29, 2026Featuring:1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion on the S&P bull case and his outlook for markets and the economy.2) Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to discuss recent moves in the bond market and if investors will soon see a rebound.3) Josh Zegen, Co-Founder and Managing Principal of Madison Realty Capital, discusses real estate opportunities and his firm's strategies.4) Dan Boulud, Chef and Restauranter at Dinex Group, joins to talk the state of the restaurant industry, food inflation, and upcoming projects.See omnystudio.com/listener for privacy information.

Featuring: Lt. General Karen Gibson, Advisor at Academy Securities Robin Vince, BNY CEO Dr. Kathryn Kaminski, Chief Research Strategist and Portfolio Manager at Alphasimplex Group 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 Emily Roland & Erin McLaughlin. 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 28, 2026Featuring:1) Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Matt Wittmer, Portfolio Manager at Allspring Global Investments, react to PCE.2) Nelson Yu, Head of Equities at AllianceBernstein, discusses the equity bull run and where he's seeing investment opportunity.3) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment Management, talks about what's driving earnings growth as the economy shows signs of slowing.4) Chad Brown, Senior Fellow at the Peterson Institute, talks about his research with Adam Posen at the Petersen Institute and his new book "How to Win a Trade War."See omnystudio.com/listener for privacy information.

Featuring: Mark Haefele, CIO: Global Wealth Management at UBS Retired General Joseph Votel, President & CEO at Business Executives for National Security and former CENTCOM Commander Blerina Uruci, Chief US Economist at T Rowe Price 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 Jim Caron & Libby Cantrill. 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 22, 2026Featuring:1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk about his constructive view on risk assets and whether the bond market will turn around.2) Win Thin, Chief Economist at Bank of Nassau, talks about potential pockets of demand destruction across the US and global economies.3) Arkady Gevorkyan, VP: Research at Citi, joins to discuss his non-consensus bullish view on sugar and discusses the broader commodity outlook.4) Carole Streicher, Deal Advisory & Strategy Service Group Leader for KPMG, joins in studio to discuss the firm's findings on how AI is impacting tax and PE firms.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 Admiral James Stavridis and Sheila Kahyaoglu Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring Steven Cook, Senior Fellow:Middle East & Africa Studies, Council on Foreign Relations William Dudley, BBO/Bloomberg Economics & Former NY Fed President Sonal Desai, Fixed Income CIO, Franklin Templeton 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, May 26, 2026Featuring:1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy AdmiralSee 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 Brian Levitt & Dan Ives. 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 27, 2026Featuring:1) John Ryding, Chief Economic Advisor at Brean Capital, joins to offer his US economic outlook as US stocks eye their best weekly run since 2023.2) Dan Ives, Global Head: Technology at Wedbush Securities, wraps the week in Nvidia earnings and major tech IPOs.3) Natasha Sarin, President and co-founder at Yale Budget Lab, discusses the new report from YBL on carried interest and can comment on recent Trump admin economic policies as well as the Trump-IRS case.4) Rich Steinmeier, CEO at LPL Financial, discusses how he's managing wealth management entering a scale-driven era and the next phase of growth in the industry.See omnystudio.com/listener for privacy information.

Featuring: Peter Tchir, Director & Head: Macro Strategy at Academy Securities Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects Dermot McDonogh, CFO of BNY 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 Frank Lee & Mandeep Singh. 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 21, 2026Featuring:1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.See omnystudio.com/listener for privacy information.

Nvidia, the world s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday. Though analysts estimated $87 billion on average, projections ranged as high as $96 billion, according to data compiled by Bloomberg. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Emily Graffeo speak with: Ed Ludlow, Bloomberg Tech co-host Paul Meeks, Head of Technology Research at Freedom Capital Markets Jay Goldberg, Seaport Research Partners Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst See omnystudio.com/listener for privacy information.

Featuring: Mark Lehmann, Vice Chair of Citizens Commercial Bank Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute Innes McFee, CEO of Oxford Economics Limited 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 Paul Sankey & James Egelhof. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 SweeneyThursday, May 21, 2026Featuring:1) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and discusses capping rates and bond market activity as Kevin Warsh begins his term as Fed Chair.2) Paul Sankey, founder at Sankey Research, joins for a discussion on the outlook for oil and energy prices.3) Andreas Utermann, Chairman of Board of Directors at Vontobel, discusses investment opportunities amid the current geopolitical backdrop.4) Jay Goldberg, Senior Analyst: Semis & Electronics at Seaport Research Partners, previews Nvidia earnings and why he has a "sell" on the stock.See omnystudio.com/listener for privacy information.

Featuring: Cameron Dawson, CIO of Newedge Wealth Jeffrey Currie, Chief Strategy Officer: Energy Pathways at Carlyle Group Stephen Auth, Executive VP & CIO: Equity at Federated Hermes 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 Joe Lavorgna & Becca Wasser. 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 SweeneyMonday, May 18, 2026Featuring:1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow.2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets.3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends.4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture.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 Francisco Blanch and Janno Lieber Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Terry Haines, Founder of Pangaea Policy Ryanair CEO Michael O'Leary Veronica Clark, Economist at Citigroup 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 18, 2026Featuring:1) Francisco Blanch, Bank of America Head of Global Commodities on Iranian Oil 2) Janno Lieber, MTA Chair/CEO on the LIRR Strike 3) Henrietta Treyz, co-founder at Veda Partners, on the day in politics 4) Amanda Agati, CIO: Asset Management at PNC Bank talks marketsSee omnystudio.com/listener for privacy information.

Featuring: Mary Lovely, Senior Fellow at the Peterson Institute for International Economics Alistair Pinder, Head: EM & Global Equity Strategy at HSBC Securities Lorraine Hutchinson, Senior Retail Analyst at Bank of America Securities 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 15, 2026Featuring:1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks the two most important themes he's watching in markets2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, talks about rising yields and why his approach to the second half of May will be constructive on duration3) Bob Hormats, Vice Chairman at Kissinger Associates, talks about his Foreign Affairs article on the promise and peril of US-China summit and what the results will bear for the US.4) Henrietta Treyz, co-founder at Veda Partners, joins in studio for a discussion on Congressional priorities and a look ahead to the midterms.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 Bob Hormats & Ian Lyngen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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.

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.

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.

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.

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.

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.