Bloomberg Surveillance

Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman.

Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent.

Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec 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 Paul Sweeney & Alexis ChristoforousMonday, April 20th, 2026
Featuring:
1) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, discusses how global policymakers are positioning against geopolitical risk.
2) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, talks earnings resilience and Fed policy expectations.
3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, examines the state of play in the Strait of Hormuz.
4) Matt Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard, on credit spreads and carry strategies.

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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 Wells Fargo’s Darrell Cronk & Amy Wu Silverman of RBC Capital Markets. 

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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, April 17th, 2026
Featuring:
1) Darrell Cronk, President of Wells Fargo Investment Institute, on earnings expectations and portfolio positioning.
2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discusses falling volatility and hedging opportunities.
3) Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, assesses the catalysts keeping markets near record highs.
4) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, examines the impact of rising energy costs on the Eurozone inflation 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 our conversations with Brown University’s Wendy Schiller & Bob Doll of Crossmark Global Investments. 

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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, February 15th, 2026
Featuring:
1) Bob Doll, CEO & CIO at Crossmark Global Investments, discusses mixed signals in the US economy.
2) Dan Tannebaum, Partner at Oliver Wyman & Senior Fellow at Atlantic Council, examines the likelihood of a US-Iran peace deal.
3) Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management, talks real estate resilience amid geopolitical risks.
4) Wendy Schiller, Professor of Political Science at Brown University, on the state of Iran negotiations and President Trump's threats to fire Fed Chair Jerome Powell.

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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 Macro Risk Advisors' Dean Curnutt & Patrick Murphy of Hilco Global.

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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, April 15th, 2026
Featuring:
1) Dean Curnutt, Founder & CEO at Macro Risk Advisors, examines the gap between implied and realized volatility.2) Patrick Murphy, Executive Director: Geopolitical Advisory at Hilco Global & former Under Secretary of the Army, discusses the economic consequences of the Strait of Hormuz blockade.3) Stephanie Roth, Chief Economist at Wolfe Research, on how a prolonged Iran stalemate will impact monetary policy and the Fed's path ahead.
4) David Sowerby, Managing Director & Portfolio Manager at Ancora, talks earnings growth expectations for 2026.

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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 14th, 2026
Featuring:
1) Alicia Levine, Head of Investment Strategy at BNY Wealth, examines market resilience amid geopolitical uncertainty.2) Shannon O'Neil, Senior Vice President at the Council on Foreign Relations, discusses the state of US-Iran peace negotiations.3) Adam Farstrup, Head of Multi-Asset: Americas at Schroders, on the supply-driven inflationary shock of the Iran war.
4) Herman Chan, Bloomberg Intelligence Financials Analyst, reacts to the morning's bank earnings.

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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 BlackRock’s Jean Boivin & Peter Tchir of Academy Securities. 

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, April 13th, 2026

Featuring:
1) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the impact of a US naval blockade of the Strait of Hormuz.
2) Dr. Jean Boivin, Global Head of Research at BlackRock Investment Institute, examines how geopolitical risk is shaping the earnings outlook.
3) Christopher Smart, Founder & Managing Partner at Arbroath Group, on the latest developments out of Iran and Hungary.
4) Neil Sipes, Bloomberg Intelligence Financials Analyst, reacts to Goldman Sachs earnings.

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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 Bloomberg’s Dan Williams & Tiffany Wilding of PIMCO. 

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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, April 10th, 2026
Featuring:
1) Tiffany Wilding, Managing Director & Economist at PIMCO, examines mixed signals in US economic data.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how risk on sentiment is driving equities higher.
3) Andrew Gilbert, Partner at Energy Capital Partners, on how elevated electricity costs will impact AI hyperscalers.
4) Walter Todd, President & CIO at Greenwood Capital, looks at the catalysts driving market resilience.

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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 Baird’s Ted Mortonson.

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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 9th, 2026
Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, on the balance between inflation hedging and equity exposure.
2) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, examines the fragility of the US-Iran ceasefire and its impact on the Strait of Hormuz.
3) André Perold, Partner & CIO at HighVista Strategies, discusses investing in a world of exponential change.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, on the shift in US strategy toward NATO and the Iran conflict.5) Andrew Jackson, Head of Investments & Fixed Income Boutique at Vontobel Asset Management, talks EM resilience and growing dispersion in credit 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 Golnar Motevalli of Bloomberg News. 

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, April 8th, 2026

Featuring:
1) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management, assesses US economic resilience amid conflict in the Middle East.
2) Golnar Motevalli, Bloomberg News Middle East Reporter, discusses the path ahead after the US & Iran reach a two-week ceasefire.
3) Max Kettner, Chief Multi-Asset Strategist at HSBC, talks investing strategy amid heightened market volatility.
4) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, examines the balance between inflation and labor market risks.

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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 the Council on Foreign Relations’ Rebecca Lissner & Ellen Wald of the Atlantic Council. 

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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 7th, 2026
Featuring:
1) Joe Quinlan, Chief Market Strategist at Bank of America, talks portfolio positioning and the lessons learned from the first month of the Iran war.
2) Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, on the long-term impact of energy price shocks.
3) David Seif, Chief Economist for Developed Markets at Nomura, examines the global economic implications of prolonged conflict in the Middle East.
4) Rebecca Lissner, Senior Fellow for US Policy at the Council on Foreign Relations & former Deputy National Security Adviser to Vice President Kamala Harris, discusses the Trump administration's approach to foreign policy.

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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 Lazard Asset Management's Eric Van Nostrand & Scott DiMaggio of AllianceBernstein.
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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, April 6th, 2026
Featuring:
1) Eric Van Nostrand, Chief Investment Officer at Lazard Asset Management, examines the muted market reaction to geopolitical risk.
2) Scott DiMaggio, SVP & Head of Fixed Income at AllianceBernstein, on taking a defensive income-oriented approach to portfolios.
3) Dan Ives, Global Head of Tech Research at Wedbush Securities, on tech sector resilience amid conflict in the Middle East.
4) Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab, talks recent economic data and investor sentiment.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, April 2nd, 2026

Featuring:
1) David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory, on the inflationary impact of the energy price shock.
2) Terry Haines, Founder at Pangaea Policy, reacts to President Trump's primetime address.
3) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the impact of US tariffs one year later.
4) Atsi Sheth, Chief Credit Officer at Moody's Ratings, discusses the global credit risks of the Iran war.
5) Ed Ludlow, Host of Bloomberg Tech, on the launch of NASA's Artemis mission.

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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 Liz Ann Sonders and Kevin Gordon of Charles Schwab & Morgan Stanley’s Ellen Zentner. 

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, April 1st, 2026

Featuring:
1) Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, on the narrowing gap between 'front page' and 'bottom line' risk.
2) Ellen Zentner, Chief Economic Strategist at Morgan Stanley Wealth Management, discusses the thematic approach to navigating market volatility.
3) Marta Norton, Chief Investment Strategist at Empower, on how uncertainty is shaping the 2026 market outlook.
4) Tyler Kendall, Bloomberg News Washington Correspondent, on President Trump's historic appearance at the Supreme Court.

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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 GZero Media’s Dr. Lindsay Newman & Eric Fine of VanEck Funds. 

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, March 31st, 2026

Featuring:
1) Madison Faller, Global Investment Strategist at JPMorgan Private Bank, examines recession risks tied to higher oil prices.
2) Andrew Slimmon, Head of Applied Equity Advisors at Morgan Stanley Investment Management, discusses sector opportunities in financials and technology.
3) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, talks potential off-ramps for the Iran war.
4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, on navigating geopolitical risk and the state of the US consumer.
5) Eric Fine, Head of Active EM Debt at VanEck Funds, discusses strategic positioning in emerging market assets.

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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 Annmarie Hordern and Nancy Lazar

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, March 30th, 2026

Featuring:
1) Annmarie Hordern, Bloomberg Surveillance TV host
2) Nancy Lazar, Chief Global Economist at Piper Sandler
3) Derek Decloet, Bloomberg News Canada reporter, on Air Canada CEO to Quit After Furor About Crash Condolence Video
4) Lori Calvasina, Head of US Equity Strategy at RBC Capital 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 conversations with Anna Wong and Joumanna Bercetche

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, March 27th, 2026

Featuring:
1) Joumanna Bercetche, Anchor of Bloomberg Horizons Middle East & Africa
2) Anna Wong, Chief US Economist for Bloomberg Economics
3) Seema Shah, Chief Global Strategist at Principal Asset Management
4) Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management

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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 Rob Kaplan and Randy Schwimmer

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, March 26th, 2026

Featuring:
1) Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed President, joins for an extended conversation on monetary policy and the impact of geopolitical risk.
2) Michelle Meyer, Chief Economist at Mastercard Economics Institute, on the inflationary pressures weighing on global markets.
3) Randy Schwimmer, Vice Chair & Chief Investment Strategist at Churchill Asset Management, discusses the state of private credit markets.
4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, examines the prospect of the US deploying ground forces in Iran.

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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 former Fed Vice Chair Richard Clarida & Francois Trahan of BMO Capital Markets. 

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, March 25th, 2026

Featuring:
1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, joins for an extended discussion on geopolitical risk and the Fed's path ahead
2) Tina Fordham, Founder at Fordham Global Foresight, weighs in on the latest developments out of Iran.
3) Brian Belski, CEO & CIO at Humilis Investment Strategies, on the inflationary impact of the oil price shock.
4) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, discusses the resilience of US equities amid geopolitical tensions.

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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 BlackRock’s Wei Li & Brad Neuman of Alger. 

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, March 24th, 2026

Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the disconnect between markets and macro risks.
2) Mark Howard, Senior Multi-Asset Specialist at BNP Paribas, on the inflation impact posed by escalation in the Middle East.
3) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, on the latest developments out of Iran.
4) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, examines the convergence of geopolitical turmoil and domestic political pressure.

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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 AllianceBernstein’s Nelson Yu & Nancy Tengler of Laffer Tengler Investments. 

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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, March 23rd, 2026
Featuring:
1) Onur Ant, Bloomberg News Middle East & North Africa Managing Editor, on the latest developments out of Iran.
2) Nelson Yu, Senior Vice President & Head of Equities at AllianceBernstein, discusses market fragility and concentration risk.
3) Nancy Tengler, CEO & CIO at Laffer Tengler Investments, examines long term opportunity beyond geopolitical headlines.
4) Olivia White, Senior Partner & Director at McKinsey Global Institute, on the geopolitical factors reshaping global trade.

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Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  
President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  
For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Paul Sweeney & Lisa Mateo
Friday March 20th, 2026

Featuring:
1) Mike McGlone, Bloomberg Intelligence commodities analyst
2) Cole Smead, CEO at Smead Capital Management 
3) Karen Manna, Vice President & Fixed Income Investment Director at Federated Hermes
4) Rebecca Walser, President at Walser Wealth Management 

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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 Gary Gensler

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday March 19th, 2026

Featuring:
1) Gary Gensler, Former SEC Chair & Professor of the Practice of Global Economics and Management as well as of Finance at the MIT Sloan School of Management
2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets
3) Anna Wong, Chief US Economist for Bloomberg Economics
4) Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management 

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Bloomberg's Tom Keene and Jonathan Ferro discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and continued to expect one rate cut this year as they acknowledged increased uncertainty due to war in the Middle East.

Chair Jerome Powell emphasized that to resume lowering rates, officials would have to see progress in reducing inflation, especially goods inflation that has been boosted by tariffs.

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Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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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 Alicia Levine of BNY Wealth and Bloomberg's Will Kennedy.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday March 18th, 2026

Featuring:
1) Will Kennedy, Bloomberg News Director for Europe, Middle East and Africa
2) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management 
3) Barry Eichengreen, Professor: Economics & Political Science at UC Berkeley 
4) Alicia Levine, BNY Wealth Head: Investment Strategist
5) Bloomberg's Alexis Christoforous with a look at Front Page headlines across the Globe.

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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 Jason Trennert from Strategas Securities and London Metropolitan Police Commissioner Sir Mark Rowley

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday March 17th, 2026

Featuring:
1) Alexis Crow, Partner & Chief Economist at PwC US
2) Sir Mark Rowley, London Metropolitan Police Commissioner
3) Jason Trennert, Chairman & CEO at Strategas Securities
4) Bloomberg's Alexis Christoforous with a look at Front Page headlines across the Globe.

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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 Bloomberg Anchor Joumanna Bercetche and Bloomberg Oil strategist Julian Lee.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous
Thursday, March 16th, 2026

Featuring:
1) Joumanna Bercetche, Anchor of Bloomberg Horizons
2) Julian Lee, Bloomberg News Oil Strategist
3) Tricia Scarlata, Head of Education Savings at JPMorgan Asset Management 
4) Bloomberg's Alexis Christoforous, with a look at Front Page headlines across the Globe.

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Jeanine Pirro vowed to continue her investigation of Federal Reserve Chair Jerome Powell after a judge rejected subpoenas issued to the central bank, threatening to delay the confirmation of Kevin Warsh as Powell’s successor.

US District Judge James Boasberg said the government had advanced no evidence to justify the subpoenas — relating to renovations to the Fed’s headquarters and Powell’s comments about the project — and said they clearly reflected an “improper motive” of retaliating against Powell over policy differences. Pirro, who leads the US Attorney’s Office for the District of Columbia, called the ruling wrong and said they would appeal the decision.

“This process has been arbitrarily undermined by an activist judge,” Pirro said in a press conference Friday. “The process should have been allowed to run its course, and it wasn’t. And shame on them.”

For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol Massar and Tim Stenovec speak with:

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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 Ziad Daoud from Bloomberg Economics and Michael Nierenberg of Rithm Capital. 

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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 & Alexis Christoforous
Thursday, March 13th, 2026

Featuring:
1) Ziad Daoud, Chief Emerging Markets Economist for Bloomberg Economics on how the conflict in Iran will reshape the Gulf. 
2) Leslie Vinjamuri, President & CEO at Chicago Council on Global Affairs, on how President Trump abandoning a strategy of coercive diplomacy.
3) Michael Nierenberg, CEO at Rithm Capital, on the concerns with Private credit.
4) Kathy Bostjancic, Senior Vice President & Chief Economist at Nationwide on PCE and inflation.

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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 Hartree Partners’ Ed Morse & Audrey Childe-Freeman of Bloomberg Intelligence. 

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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 & Alexis ChristoforousThursday, March 12th, 2026
Featuring:
1) Gita Gopinath, Former IMF Deputy Managing Director and Professor of Economics at Harvard University, joins for an extended conversation on how a prolonged Iran conflict may slow global economic growth.
2) Ed Morse, Senior Advisor at Hartree Partners, talks energy market disruption and the efficacy of strategic petroleum reserve releases.
3) Steven Major, Global Macro Advisor at Tradition, on rising stagflation risk in bond markets.
4) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, discusses the headwinds guiding the Fed's path ahead.

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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

Featuring:
1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print.
2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk.
3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks.
4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.

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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 Vontobel’s Chairman of the Board Andreas Utermann & Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.

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Featuring:

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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, March 10th, 2026

Featuring:
1) Ed Yardeni, President & Founder at Yardeni Research, on why he sees increased odds of a US market meltdown.
2) Patrick Murphy, Executive Director of Geopolitical Advisory at Hilco Global & former Under Secretary of the US Army, examines the inflationary impact of the war with Iran
3) Andreas Utermann, Chairman, Board of Directors at Vontobel, discusses his global macro outlook and opportunities for diversification.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, examines the political pressure the White House is facing over Iran.
5) Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management, examines signs of systemic stress in 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 conversations with Energy Vista’s Leslie Palti-Guzman & Golnar Motevalli 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 & Alexis ChristoforousMonday, March 9th, 2026
Featuring:
1) Golnar Motevalli, Bloomberg News Middle East Reporter, on Iran naming Mojtaba Khamenei, the hardline son of the late Ayatollah Ali Khamenei, as its new supreme leader.
2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the market reaction to the prospect of prolonged war in the Middle East.
3) Leslie Palti-Guzman, Founder at Energy Vista, examines geopolitical risks to oil and gas production.
4) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks headline driven volatility from the global oil shock.

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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 New Century Advisors’ Claudia Sahm & Eric Van Nostrand of Lazard Asset Management. 

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Featuring:

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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, March 6th, 2026

Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, react to the February jobs report.
2) Eric Van Nostrand, Chief Investment Officer at Lazard Asset Management, assesses how geopolitical risk is weighing on markets.
3) Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on the importance of the ‘front page risk vs. bottom line risk’ framework.
4) Brian Gardner, Chief Washington Policy Strategist at Stifel, reacts to Congress striking down the Iran war powers measure.

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US employers unexpectedly cut jobs in February and the unemployment rate rose, raising doubts about the health of the labor market. Nonfarm payrolls decreased 92,000 last month after a strong start to the year, according to Bureau of Labor Statistics data out Friday. The unemployment rate climbed to 4.4%. The decline in payrolls partly reflected a decrease in health care employment due to strike activity.

Bloomberg Surveillance broke the numbers and got instant reaction from:

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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 Brean Capital’s John Ryding & Wayne Sanders of Bloomberg Intelligence.

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Featuring:

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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, March 5th, 2026

Featuring:
1) John Ryding, Chief Economic Advisor at Brean Capital, examines the relationship between geopolitical shock and economic resilience.
2) Fiona Greig, Global Head of Policy & Research at Vanguard, discusses the state of the American labor market.
3) Wendy Schiller, Professor of Political Science at Brown University, on midterm primaries and the Senate's rejection of a war powers resolution.
4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, discusses military escalation in the Persian Gulf and the Strait of Hormuz.

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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 & Norah Mulinda
Wednesday, March 4th, 2026

Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, discusses using real asset equities as a geopolitical hedge.
2) Debbie Cunningham, CIO: Global Liquidity Markets at Federated Hermes, discusses structural shifts in cash management.
3) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses why conflict in the Middle East is not expected to be stagflationary for the US.
4) Angie Gildea, Oil & Gas Leader at KPMG, assesses the disruption risks of a Strait of Hormuz closure.
5)Liana Fix, Senior Europe Fellow at the Council on Foreign Relations, on European criticism of the Iran conflict and Germany's resurgence as a military powerhouse.

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