Bloomberg Surveillance

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, June 12, 2026
Featuring:

1) Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, on this week's inflation data.
2) Ed Hirs, Senior Fellow at University of Houston, joins to talk about where energy prices could go should the Strait of Hormuz reopen soon amid an Iran deal.
3) Cam Harvey, professor at Duke University, on the retail SpaceX trap.
4) Jake Schneider, founder at Atlas Analytics, talks about space infrastructure and using satellite imagery to forecast real time macroeconomic indicators.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, June 11, 2026
Featuring:

1) Jay Hatfield, CEO at Infrastructure Capital Management, brings us into PPI and discusses his inflation outlook and bullish S&P call.
2) Iain Stealey, International Head of Fixed Income at JPMorgan, discusses the US macro picture and the bond market.
3) Bailey Lipschultz, Senior Reporter with Bloomberg News, on the SpaceX IPO.
4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the consumer feeling squeezed and summer travel season.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, June 10, 2026
Featuring:

1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, Jeff Given, Head of Developed-Market Fixed Income and Fixed Income Portfolio Manager at Manulife Investment Management, and Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, react to CPI.
2) Ed Ludlow, host of Bloomberg Technology, wraps the week in Apple's WWDC and the upcoming SpaceX and OpenAI IPOs.
3) Odeta Kushi, Deputy Chief Economist at First American, joins for a discussion on the housing market and outperforming and underperforming markets in the US.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, June 9, 2026
Featuring:

1) David Seif, Chief Economist for Developed Markets at Nomura, discusses the Fed and outlook for the US economy.
2) Amrita Sen, founder and director at Energy Aspects, talks about moves in the energy markets amid President Trump's floating a deal with Iran.
3) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to discuss her midyear outlook and the market driving higher.
4) Nisha Patel, SMA Fixed Income Portfolio Manager at Parametric, joins for a discussion on munis and the broader bond portfolio.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Citi’s Nathan Sheets & Ed Ludlow of Bloomberg News. 

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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, June 8th, 2026

Featuring:

1) Nathan Sheets, Global Chief Economist at Citi, examines how the Fed is weighing inflationary pressures.

2) Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest Iran headlines.

3) Collin Martin, Chief Fixed Income Strategist at Charles Schwab, on why income still matters for bond investors.

4) Jennifer Lawless, Professor of Politics at the University of Virginia, assesses domestic pushback to continued conflict in the Middle East.

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

Today's guests: Charles Schwab Chief Investment Strategist Liz Ann Sonders and JPMorgan Asset Management Chief Market Strategist for Americas Gabriela Santos.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Claudia Sahm & Frances Donald.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, June 5, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the May jobs report.
2) Frances Donald, Chief Economist at RBC, on jobs, inflation, and the two-tiered US economy.
3) David Sowerby, Managing Director and Portfolio Manager at Ancora, brings us into the market open and discusses his market call and stocks he likes.

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US job growth topped all forecasts in May and the unemployment rate held steady, offering the clearest sign yet that the labor market may be breaking out of a prolonged period of lackluster hiring.
Nonfarm payrolls increased 172,000 last month after upward revisions to the prior two months, according to Bureau of Labor Statistics data out Friday. That marked the strongest three-month advance in more than two years.
The unemployment rate was unchanged at 4.3%, and average hourly earnings rose 0.3%.

Bloomberg's Tom Keene and Paul Sweeney break down the numbers with: 
Claudia Sahm, Chief Economist at New Century Advisors
Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research at Charles Schwab
Kristina Campmany, Senior Portfolio Manager at Invesco

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Torsten Slok and Rebecca Homkes

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday June 4, 2026
Featuring:
1) Torsten Slok, Chief Economist at Apollo
2) Dr. Lindsay Newman, Associate Fellow at Chatham House
3) Julia Coronado, founder and President at Macropolicy Perspectives
4) Dr. Rebecca Homkes, economist and lecturer at London Business School

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Drew Matus & Dean Curnutt.

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

1) Alicia Levine, CIO at BNY, joins to discuss her new S&P target and what could continue to allow the market to melt higher.
2) Dean Curnutt, founder at Macro Risk Advisors, joins to talk S&P outlook, the VIX, and AI risks and opportunities.
3) Leslie Palti-Guzman, founder at Energy Vista, talks about outlook for oil and natural gas prices amid the war in Iran.
4) Veronica Clark, US Economist with Citi, previews jobs day and discusses inflation and the Fed.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Ted Mortonson and Francis Gannon.

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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, June 2, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Matt Miskin & Nick Sargen.

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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, June 1st, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Belski & Tina Fordham.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, May 29, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Emily Roland & Erin McLaughlin.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 28, 2026
Featuring:

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."

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Jim Caron & Libby Cantrill.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, May 22, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Admiral James Stavridis and Sheila Kahyaoglu

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, May 26, 2026
Featuring:
1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs
2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research
3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries
4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy Admiral

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Levitt & Dan Ives.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, May 27, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Frank Lee & Mandeep Singh.

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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, May 21, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Paul Sankey & James Egelhof.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 21, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Joe Lavorgna & Becca Wasser.

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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, May 18, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Francisco Blanch and Janno Lieber

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday May 18, 2026
Featuring:
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 markets

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, May 15, 2026
Featuring:
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 markets
2) 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 duration
3) 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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Bob Hormats & Ian Lyngen.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Seema Shah & Paul Quinsee.

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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, May 14, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Simon White & Ben McMillan.

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

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Ed Yardeni & Constance Hunter.

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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, May 12, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with BlackRock’s Wei Li & Leslie Vinjamuri of the Chicago Council of Global Affairs. 

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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, May 11th, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversation with Kevin Gordon & John Stoltzfus.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, May 8, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversation with Cam Dawson & Liz Ann Sonders.

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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, May 7, 2026
Featuring:
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.

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The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, May 6, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversation with Joumanna Bercetche and Heath Terry.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, May 6, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling. 

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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, 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.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, May 1, 2026
Featuring:
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 operations
4) Odeta Kushi, Deputy Chief Economist at First American, discusses affordability and housing across income levels in the US amid continued inflation and oil shocks.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with George Bory & Ed Hirs.

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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, April 30th, 2026
Featuring:
1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple
2) 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 direction
3) 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 US
4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissent

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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.”

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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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Seema Shah & Michael Ball.

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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, April 29th, 2026
Featuring:
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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Robert Kaplan & Eddie Fishman.

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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, April 28th, 2026
Featuring:

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.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Rebecca Patterson and Mishal Husain

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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, April 27th, 2026
Featuring:
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 Markets

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