Bloomberg Surveillance

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 12th, 2026

Featuring:
1) Mandeep Singh, Bloomberg Intelligence Global Head of Tech Research
2) Anurag Rana, Bloomberg Intelligence Senior Tech Analyst
3) Matthew Bloxham, Bloomberg Intelligence Senior TMT Analyst
4) Ted Mortonson, Managing Director: Technology at Baird
5) Anna Wong, Chief US Economist for Bloomberg Economics
6) Ed Ludlow, Host of 'Bloomberg Tech'

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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 & Scarlet Fu
Wednesday, November 11th, 2026

Featuring:
1) David Malpass, Former President of the World Bank Group & Former Under Secretary of the Treasury for International Affairs
2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs
3) Ed Hirs, Energy Fellow at the University of Houston
4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion Contributor

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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 & Damian Sassower
Tuesday, November 10th, 2026

Featuring:
1) Ajay Rajadhyaksha, Global Chairman of Research at Barclays & Phil Neuhart, Director of Market and Economic Research at First Citizens Bank
2) Tiffany Wilding, Managing Director & Economist at PIMCO
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth
4) Elias Griepentrog, Senior Economist at Yardeni 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 Sweeney
Monday, November 9th, 2026

Featuring:
1) Shuli Ren, Bloomberg Opinion Columnist, weighs in on Nvidia's probe of CEO Jensen Huang following his admission of an affair with a woman identified as a suspected Chinese spy.
2) Kathy Bostjancic, Senior Vice President & Chief Economist at Nationwide, discusses the state of the US economy.
3) Paul Christopher, Head of Global Investment Strategy at Wells Fargo Investment Institute, on rising volatility and the tech unwind.
4) Henrietta Treyz, Director of Economic Policy at Veda Partners, examines the post-midterm impact for President Trump's policy agenda.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests: Citi Wealth Chief Investment Officer Kate Moore and TIAA Financial Literacy Co-Author & Stanford Institute For Economic Policy & Research Annamaria Lusardi.

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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
Friday, November 6th, 2026

Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Constance Hunter, Chief Economist at EIU, and Kristina Campmany, Senior Portfolio Manager at Invesco, and Stephanie Roth, Chief Economist at Wolfe Research, react to the US jobs report.

2) Max Kettner, Chief Multi-Asset Strategist at HSBC, talks about why the AI trade is following market narratives and not market fundamentals.

3) Anthony Stephens, Markets Reporter with Bloomberg News, joins from Hong Kong to make sense of the chip and broad market selloff. 

4) Tony Crescenzi, Executive VP and Generalist Portfolio Manager at PIMCO, on the Treasury rally and opportunities in short- and long-term bonds.

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US job growth surged in October and the unemployment rate edged lower, a sign of labor-market strength in an expanding economy. Nonfarm payrolls increased 165,000 last month, topping all forecasts, after an upward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. The unemployment rate fell to 4.1%. Employers across a broad range of sectors added jobs, led by professional and business services and healthcare. Private-sector payroll growth was the strongest since March.

For details Bloomberg's Tom Keene and Paul Sweeney speak with:

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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, November 5th, 2026

Featuring:

1) Erin Covey, Editor: US House with Cook Political Report, talks about Republican infighting post-Midterms and what the Democratic Congress strategy will be the next two years.

2) Christopher Hodge, Chief US Economist with Natixis, previews tomorrow's jobs report and why the near-term trajectory for economic policies won't change much post-election.

3) Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, talks AI cycle rotations, where we are in the AI buildout, and where it could diverge post-Midterms.

4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks why the Blue Tsunami is proving good for many risk assets.

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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
Wednesday, November 4th, 2026

Featuring:

1) Patrick McHenry, Bloomberg Contributor and former House Speaker Tempore/Republican North Carolina Congressman, joins to talk the so-called Blue Wave and what's next for Republicans.

2) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks policy initiatives and whether President Trump will work with Democrats or become Mr. Veto.

3) Mara Karlin, former U.S. Assistant Secretary of Defense for Strategy, Plans, and Capabilities, talks about how national security strategy and the Iran war will shift with Dems .

4) Leslie Vinjamuri, President & CEO at Chicago Council on Global Affairs, wraps the big night for Democrats and what a so-called Blue Wave means for 2028.

5) Joe Lavorgna, Chief Economist with SMBC Nikko Securities, talks about the economic effects of a so-called Blue Wave and where President Trump goes from here.

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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
Tuesday, November 3rd, 2026

Featuring:

1) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to open the market and talk about consumer strain is driving voters to the polls in this election cycle

2) Joe Quinlan, Chief Market Strategist at Bank of America, talks the CapEx boom and what questions investors should be asking themselves.

3) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss his note on the potential of a Midterm Blue Tsunami.

4) Heath Terry, Head of Tech and Communication Research at Citi, talks tech and AI earnings, developing agentic technology, and the CapEx supercycle.

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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
Monday, November 2nd, 2026

Featuring:

1) Jordan Jackson, Global Market Strategist at JPMorgan Asset Management, talks the overblown AI selloff and duration at work.

2) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, talks about why markets are favoring Congressional gridlock in this election.

3) Paisley Nardini, Head: Investment Strategy at Tema ETFs, talks how ETF flows are being affected by election and AI trades.

4) Amy Wu Silverman, Head: Derivatives Strategy at RBC, brings us into the market open and talks the hyperscaler shift.

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From credible networks to the people willing to vouch for you, this episode explores how leaders build relationships, establish credibility and create opportunity in unfamiliar markets. Hear from Parag Khana, founder and CEO of AlphaGeo; Danny Yeung, CEO and co-founder of Prenetics; Jasmine El-Gamal, founder and CEO of Averos Strategies; Danielle Johnson, Global Head of Institutional Clients at HSBC; and Jorge Arce, CEO of HSBC Mexico on why trust takes time to earn, and how strong relationships can become a powerful form of capital.

This episode is sponsored by HSBC.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. 

Today's guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author "The Everywhere Millionaire" Owen Zidar.

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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
Friday, October 30th, 2026

Featuring:

1) Kay Haigh, CIO: Fixed Income at Goldman Sachs, talks AI debt issuance and market capacity for tech debt, as well as Fed and ECB outlook.

2) Darius Dale, founder and CEO of macro-research firm 42 Macro, talks active market themes and the equity push and pull of continued growth and inflation/tech spending concerns.

3) Richard Portes, professor at London Business School, discusses Christine Lagarde's ECB legacy and whether current ECB policy is too loose .

4) Natasha Sarin, co-founder at the Yale Budget Lab, discusses her NYT column on affordability in the upcoming Midterm and how eco policy is front and center ahead of Tuesday.

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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, October 29th, 2026

Featuring:

1) Darrell Cronk, CIO: Wealth and Investments at Wells Fargo and Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, react to today's inflation and growth data.

2) Ed Morse, Special Advisor at Hartree Partners, joins for a discussion on upside and downside risks to energy prices as well as refinery concerns.

3) Jeetu Patel, Chief Product Officer at Cisco, joins to talk agentic AI and where the AI trade is headed as a results.

4) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks about the outlook for Congress and executive orders post-Midterms 

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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.

Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December.

But Fed Chairman Kevin Warsh, in a press conference that followed the decision, said officials have “made clear our readiness to act as circumstances require, and we have shown our willingness to act.”

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, October 28th, 2026

Featuring:

1) Constance Hunter, Chief Economist at EIU, joins for a Fed preview and talks about where we are in the rate hiking cycle. 

2) Dominic Konstam, Head: Macro Strategy at Mizuho, discusses the Fed's rate hike predicament post-today's meeting. 

3) David Schassler, Head: Multi-Asset Solutions at VanEck Funds, talks gold, commodities, and outlook for the AI trade ahead of tech earnings. 

4) Ed Ludlow, host of Bloomberg Tech, gives us a preview of this week's big tech earnings.

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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
Tuesday, October 27th, 2026

Featuring:

1) Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, talks about the outlook for monetary policy, the US economy, and the Fed's rate hiking cycle.

2) Gary Gensler, former SEC Chair and MIT Professor, talks the Anthropic IPO, the Fed, and how the Midterms could reshape US policy.

3) Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, talks about his S&P call and the earnings driven market.

4) Colin Graham, Head of Multi-Asset Strategies at Robeco, discusses the "uncomfortable sweet spot" for markets and the real debate over nominal growth.

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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, October 26th, 2026
Featuring:

1) Peter Tchir, Head of Macro Strategy at Academy Securities, joins to discuss credit spreads across markets and how cost of capital and stubborn energy prices are rippling through markets.
2) Nate Thooft, Global CIO for the Multi-Asset Solutions Team and Senior Portfolio Manager for Manulife Investment Management, talks the three themes connecting markets.
3) Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, talks about the intersection of geopolitics and the Midterms.
4) Ella Gude, Head of Investment Strategy and Asset Allocation at BNY Advisors, talks the expansionary market regime and the upward pressure on equities.

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Anthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.
The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. 
For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's show features:

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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
Friday, October 23rd, 2026

Featuring:

1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks Fed communication and what upcoming data will tell us about US inflation.

2) Celine Woo, Portfolio Manager at Lazard Asset Management, talks finding opportunities amid a tech pullback and how Agentic AI is an inflection point for further AI adoption.

3) Masa Takeda, Portfolio Manager for SPARX Asset Management, talks overseas opportunities in Japan and how global bond rallies could drive investors to different markets.

4) Jason Wu, assistant director at the IMF’s global markets analysis division, brings us into the market open and talks about his latest findings on Global Financial Stability as well as monetary policy risks.

5) Bruce Wolfe, Senior VP: Wealth Solution Leader at Alight, talks managing assets in retirement and greater personalization in retirement.

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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, November 22nd, 2026

Featuring:
1) George Noble, Managing Partner at Noble Capital Advisors, discusses the rising cost of capital and why he sees AI as a historic capital misallocation.
2) Dan Tannebaum, Partner at Oliver Wyman and Senior Fellow at the Atlantic Council, on the state of relations between Kyiv and Washington as Russia teases new peace talks.
3) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, examines the driving forces behind rising Treasury yields and record fixed income flows.
4) Gautam Mukunda, Lecturer at the Yale School of Management & Bloomberg Opinion Columnist, on voter sentiment as US midterm elections near.

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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
Wednesday, October 21st, 2026

Featuring:

1) Julia Coronado, president and founder at Macropolicy Perspectives

2) Jennifer Lawless, professor at University of Virginia

3) Sean Henry, CEO an founder at STORD

4) Damian Sassower, Chief EM Strategist with Bloomberg Intelligence AND Michael Dean, Bloomberg Intelligence auto analyst

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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
Monday, October 19th, 2026

Featuring:

1) Anwita Bahuguna, Global Co-CIO Asset Management at Northern Trust, discusses market risks to watch and asset allocation.

2) Violeta Todorova, Senior Research Analyst at Leverage Shares, discusses the tech selloff, a possible rebound, and gold and Bitcoin.

3) Ben McMillan, founder and CIO at IDX Advisors, talks rates, AI demand, and an equity push higher.

4) Oscar de Bok, CEO of DHL Global Forwarding, talks how global shipping is fairing amid hot wars in Iran and Ukraine.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests: Wells Fargo Chief Economist Tom Porcelli, Miller Samuel Co-Founder Jonathan Miller, and Brown Harris Stevens CEO Bess Freedman.

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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
Friday, October 16th, 2026

Featuring:

1) Rick Wurster, CEO of Charles Schwab, discusses the bank's recent performance and strategies going forward as well as AI integration.

2) Bob Hormats, Vice Chair at Kissinger Associates, joins to talk US-China relations, the war in Iran, and the global AI race.

3) Dan Ives, Partner at Yorkville & Ives, talks CoreWeave and the tech bull case.

4) Molly Pieroni, Partner at Yacktman Asset Management, offers her stock picks and talks value investing in an inflationary environment.

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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, October 15th, 2026

Featuring:

1) David Katz, CIO at Matrix Asset Advisors, Dana Telsey, Founder at Telsey Advisory Group, and Ross Mayfield, Investment Strategist at Baird Private Wealth, react to PPI and CPI.

2) Wei Li, Global Chief Investment Strategist at BlackRock, offers her outlook for global equities and inflation.

3) Winnie Cisar, Global Head: Strategy at CreditSights, discusses rising bond yields across the globe and the question of rates.

4) Libby Cantrill, Managing Director: Public Policy at PIMCO, previews the Midterms and issues driving voters to the polls.

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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
Wednesday, October 14th, 2026

Featuring:

1) Eric Winograd, Chief Economist at AllianceBernstein, David Rosenberg, founder at Rosenberg Research, Jim Bianco, founder at Bianco Research, and Rob Sockin, Chief US Economist at PGIM Credit react to CPI and talk US inflation.

2) Ted Mortonson, Managing Director: Technology at Baird, talks about his outlook for tech and the AI trade

3) Ernesto Revilla, Chief Economist: Latin America at Citi, talks about his call that Latin America's economies are "poised for take-off."

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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
Tuesday, October 13th, 2026

Featuring:

1) Ed Yardeni, President at Yardeni Research, talks about his S&P call, bond vigilantes, and what could hold back to the equity melt up.

2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on her S&P outlook and market choppiness.

3) Ellen Fraser, Partner at Baringa, joins to discuss rising oil prices and whether diesel prices will come down with Russian diesel on the market.

4) David Reich, founder at Fambot, talks about developing a real life AI-use case and where we might see more AI integration in daily life.

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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
Monday, October 12th, 2026

Featuring:

1) Matt King, founder at Satori Insights, talks climbing bond yields, who's buying Treasuries, and how much pressure bonds are actually under.

2) Ken Leon, Global Director of Research at CFRA, previews big bank earnings this week.

3) Larry McDonald, founder at The Bear Traps Report, joins for an extended discussion on bond market stress, equity moves, and political eco risks.

4) Selma Hepp, Chief Economist at Cotality, talks home sales and the outlook for mortgage rates and refinancing.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more. 

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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
Friday, October 9th, 2026

Featuring:

1) Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie, joins to talk the Fed, rising rates and yields across the globe, and a French crisis.

2) Ben Kallo, Senior Research Analyst: Sustainable Energy and Mobility at Baird, talks choppiness and trends in sustainable energy and companies he likes in the space.

3) Jurrien Timmer, Director: Global Macro Fidelity Management & Research, joins to chat about the market's opposing forces.

4) Monica Guerra, Head: US Policy at Morgan Stanley Wealth Management, joins to chat about her latest midterm report.

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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, October 8th, 2026

Featuring:

1) Virginie Maisonneuve, founder at Maisonneuve Global Advisors, joins to discuss the global economic outlook and US inflation and repricing.

2) Kay Herr, Managing Director and CIO: US GFICC at JPM Investment Management, talks the back-up in yields and the Fed's rate hiking cycle.

3) Tobin Marcus, Head of Public Policy and Politics at Wolfe Research, looks ahead to the Midterms and talks his Blue Wave skepticism.

4) Leslie Paltz-Guzman, founder at Energy Vista, talks LNG, oil, and global energy output outlook heading into winter.

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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
Wednesday, October 7th, 2026

Featuring:

1) Alicia Levine, CIO at BNY Wealth, on her S&P call and market outlook for 2H 2026.

2) Chuck Clough, Chairman at Clough Capital, talks about what he's seeing in current markets and whether we're facing an AI bubble.

3) Fatima Boolani, Co-Head of Software Equity Research at Citi, discusses software stocks and whether they face an existential AI threat.

4) Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, brings us into the market open and talks about whether the bond selloff will bleed into equities.

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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, October 6th, 2026
Featuring:

1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion about the structural equity bull market.
2) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about growing debt pressures across Europe and contagion risks.
3) Tiffany Wilding, Economist: North America at PIMCO, talks economic growth and risk cycles.
4) Steven Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, talks FX moves amid a euro crisis and whether a Fed rate hike is a mistake.

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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
Tuesday, October 6th, 2026

Featuring:

1) Steve Chiavarone, CIO: Global Equities at Federated Hermes, joins to discuss the equity push higher amid a global bond selloff and FX risks in Europe.

2) Martijn Rats, Global Commodities Strategist at Morgan Stanley, discusses upside oil risks amid broader Middle East fighting.

3) Sheila Kayaoglu, Managing Director: Equity Research at Jeffries, on airliners and how oil risks are affecting airline management and travel trends.

4) John Lovallo, Homebuilders and Building Products Specialist at UBS, discusses housing and homebuilding amid rising interest rates.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests:

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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
Friday, October 2nd, 2026

Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the September jobs report.

2) Nicole Bachaud, Labor Economist at ZipRecruiter, on US labor and hiring in specific sectors.

3) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US labor and eco outlook.

4) Huw van Steenis, Partner at Apollo, talks Euro economic outlook and learning from Charles Goodhart.

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The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs.  

Nonfarm payrolls increased 29,000 last month after a downward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. That missed all estimates in a Bloomberg survey of economists. 

The unemployment rate rose to 4.2%, partly reflecting a growing workforce. 

Bloomberg’s Tom Keene and Paul Sweeney get reaction from: 

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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, October 1st, 2026
Featuring:

1) Cam Harvey, Professor of Finance at Duke University's Fuqua School of Business, joins to talk about the yield curve and ten-year.
2) Kate Luft, Head of Retail Banking and Citigold, talks relationship banking and CIO views.
3) John Kartsonas, Founder Managing Partner at Breakwave Partners, talks about managing the world's top performing ETF of 2026 (BWET) and how he's understanding activity in the Strait of Hormuz. 4) Jack Devine, founder at The Arkin Group, discusses Israel-Gaza, the war in Ukraine, and how the US is managing geopolitical conflicts.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, September 30th, 2026

Featuring:

1) Mike Reid, Head of US Economics at RBC, Eric Winograd, Chief Economist at AllianceBernstein, and Odd Lots hosts Joe Weisenthal and Tracy Alloway react to PCE.

2) Jens Nordvig, founder at Exante Data, talks bond yields and structural pressures, dollar outlook, and FCI tightening.

3) Paul Sankey, Lead Analyst at Sankey Research, talks about the outlook for gas, diesel, and if the Iran war is actually cooling.

4) Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, on the tech trade and AI outlook amid regulation discussions.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday September 29th, 2026

Featuring:

1) Gary Gensler, MIT Professor and former SEC Chair
2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments
3) Meredith Whitney, CEO at Meredith Whitney Advisory Group
4) Onur Erzan, President and Head of Private Wealth Management at Alliance Bernstein

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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 & Jess MentonMonday September 28th, 2026
Featuring:

1) Lori Calvasina, Head of US Equity Strategy at RBC
2) Nimrit Kang, CIO at North Star Asset Management
3) Henrietta Treyz, co-founder at Veda Partners
4) Rich Steinmeier, CEO at LPL Financial

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, September 25th, 2026

Featuring:

1) Michael Gapen, Chief US Economist at Morgan Stanley 

2) Lindsay Newman, Associate Fellow at Chatham House

3) Darius Dale, founder and CEO at 42 Macro

4) Karan Sood, CEO and co-founder of Vest

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, September 24th, 2026

Featuring:

1) Elizabeth Economy, Stanford Professor and Hargrove Senior Fellow and co-chair of the Program on the US, China, and the World at the Hoover Institution, talks about what to expect from the Trump-Xi summit.

2) Michael Froman, President of the Council on Foreign Relations, talks about what to expect from pageantry to substance from the Trump-Xi summit.

3) Kelley Gerrity, Fixed Income Client Portfolio Manager at Morgan Stanley Investment Management, talks about bond investing strategies with few places to hide in fixed income markets.

4) Jonathan Maxwell, CEO at Sustainable Development Capital, talks about energy's central role in geopolitical conflicts and discussions during UNGA and Climate Week.

5) Vasile Tofan, Prime Minister of Moldova, talks Russian aggression, UN membership, and relationships with Ukraine and the US.

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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
Wednesday, September 23rd, 2026

Featuring:

1) Gargi Chaudhuri, Global Chief Investment Strategist at BlackRock, offers her economic outlook for the rest of 2026 amid high energy prices and a tightening cycle.

2) David Rubenstein, Co-founder and Co-Chairman at The Carlyle Group, joins to talk his new book: "Inside the Owner's Box: Conversations on Power and Leadership in Sports" and talks modern sports investments.

3) Lauren Saidel-Baker, Economist at ITR Economics, joins to talk the Fed hiking cycle and US consumer health with energy prices remaining high.

4) Matt Luzzetti, Chief US Economist at Deutsche Bank, talks upside risks for the Fed and the US economic picture.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, September 22nd, 2026

Featuring:

1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, talks fixed income investing opportunities amid a global selloff.

2) Geoffrey Yu, Senior Strategist: EMEA at BNY, joins to talk the Fed, interest rates, and how global central banks are responding to their own economic projections.

3) James Steel, Chief Commodities Analyst at HSBC, talks gold and commodity outlook amid global economic and stock uncertainty.

4) Tarek Soliman, Executive Director: Energy & Mining at Calvert Research and Management, talks mining's moment and amid global megatrends.

5) Nancy Tengler, CEO and CIO at Laffer Tengler Investments, talks stock picking in a volatile market environment.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney

Monday, September 21st, 2026

Featuring:
1) James Egelhof, Chief US Economist at BNP Paribas, joins for a discussion on 2H economic outlook and how fuel prices are impacting the economy.

2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks credit spreads and outlook for fixed income amid a global bond selloff and relentlessly rising yields.

3) Nancy Lazar, Chief Global Economist at Piper Sandler, joins to discuss the Fed, labor market, and US economic outlook

4) Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and talks market optimism amid growing investment risks.

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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
Friday, September 18th, 2026

Featuring:

1) Torsten Slok, Chief Economist at Apollo, joins to discuss his outlook for the US economy, rate hiking, and disinflation.

2) Meghan Robson, Head: US Credit Strategy at BNP Paribas, joins to talk about a further global bond selloff.

3) Alexis Crow, Partner & Chief Economist at PwC, talks market and economic implications of the Fed meeting.

4) Dana Telsey, Chief Research Officer and founder at Telsey Advisory Group, wraps this week's retail sales and outlook for luxury buying.

5) Bruce Wolfe, Senior Vice President at Alight and founder at CS Wolfe & Associates, talks US retirement and challenges retirement plan consensus.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: KKR Partner, Head of Global Macro & Asset Allocation Henry McVey and BNY Wealth CIO Alicia Levine.

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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. 

The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump.

Wall Street traders drove stocks to the lowest since July on bets the Federal Reserve will keep raising rates to combat inflation after delivering its first hike in three years.

In his remarks to reporters, Fed Chair Kevin Warsh restated his concerns over inflation, saying too many categories of products and services were showing annualized price gains above 3% on a 6- and 12-month basis.

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The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump.

“Today’s policy action will support a timelier return to the committee’s 2% goal,” officials said in a statement following the move Wednesday, referring to inflation. It was the US central bank’s first rate increase since July 2023.

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.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, September 16th, 2026

Featuring:

1) Steven Major, Global Macro Advisor at Tradition, talks about the case for a bond rally and falling yields.

2) Alicia Levine, CIO at BNY, on a constructive equity market approach and how higher yields bleed into equities.

3) Jay Goldberg, Senior Analyst at Seaport Group, joins to discuss AI anxiety and his continue "sell" recommendation on Nvidia.

4) David Rosenberg, founder at Rosenberg Research, joins to talk about his Fed outlook and US consumer economic anxieties.

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