Bloomberg Surveillance

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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.

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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.

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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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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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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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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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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, March 3rd, 2026

Featuring:
1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum.
2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets.
3) Ali Safavi, President of Near East Policy Research & Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran.
4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation.
5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous
Monday, March 2nd, 2026

Featuring:
1) Javier Blas, Bloomberg Opinion Energy & Commodities Columnist, on Oil Prices Will Get Nasty But This Won't Be a Shock
2) Henrietta Treyz, Co-Founder at Veda Partners, on the domestic reaction to US strikes on Iran
3) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on the market reaction to this weekend's strike
4) Ethan Bronner, Bloomberg News Israel Bureau Chief, on Israel Hits Lebanon as New Front Opens in Widening Regional War

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'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.  

Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time.   
Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time.   

Listen to the Podcast for the best conversations from the show.   
Subscribe on Apple:
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Subscribe on Spotify:
https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47l

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The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that threatens to spiral across the oil-rich Middle East.   

“The hour for your freedom is at hand,” Trump said, addressing Iranians in a video posted on Truth Social on Saturday. “When we’re finished, take over your government. It will be yours to take. This will be probably your only chance for generations.”   

The military campaign could be a defining moment for Trump, risking a drawn-out regional war that leads to a surge in energy prices and American casualties ahead of mid-term elections this year. Iran quickly responded by firing missiles on Israel and US bases around the region, and countries in the Persian Gulf closed their airspace.  

Israel’s military said the campaign would target “dozens of military targets,” and Iran media reported strikes on defensive and civilian sites, including more than 50 people dead in a strike on a school in Hormozgan, in the south of the country. Several large explosions were reported in the capital, Tehran.   
Bloomberg's David Gura and Christina Ruffini lead our team coverage in this instant reaction podcast.

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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 Strategas Research Partners’ Chris Verrone & Constantine Courcoulas 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 Sweeney
Friday, February 27th, 2026

Featuring:
1) Chris Verrone, Chief Market Strategist at Strategas Research Partners, on the semi/software spread and a pronounced rotational tape.
2) Constantine Courcoulas, Bloomberg News Distressed Debt Reporter, on New Credit Blowup in London Has Wall Street Chasing Billions.
3) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, on the state of the broader European economy.
4) Rohit Chopra, EM Equity Portfolio Manager at Lazard Asset Management, examines emerging markets' role in the global AI supply chain.
5) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, discusses the latest on Iran and Cuba.

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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 Wedbush Securities’ Dan Ives & Drew Matus of MetLife. 

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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, February 26th, 2026

Featuring:
1) Ted Mortonson, Managing Director: Technology at Baird, and Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, react to Nvidia earnings.
2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses his approach to asset allocation as AI fears linger.
3) Drew Matus, Chief Market Strategist at MetLife, outlines his expectations for markets and the Fed's path ahead.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Americans leaving the US in record numbers, and New York Times reporting on the growing number of female art collectors.

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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 Intelligence’s Mandeep Singh & Sonal Desai of Franklin Templeton. 

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The latest in finance, economics and investment.

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

Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, on the macroeconomic impact of trade policy uncertainty.
2) Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings.
3) Sonal Desai, CIO: Fixed Income at Franklin Templeton, talks asset allocation strategy amid AI disruption fears.
4) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, reacts to last night's State of the Union address.

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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 Dartmouth’s Douglas Irwin & Nathan Dean 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 & Paul SweeneyTuesday, February 24th, 2026

Featuring:

1) Douglas Irwin, Professor of Economics at Dartmouth College, examines the implications of the Supreme Court's ruling on IEEPA tariffs.
2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the S&P 500's "duck market".
3) Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, previews tonight's State of the Union address.
4) Nadia Schadlow, Senior Fellow at Hudson Institute & Former Deputy National Security Advisor for Strategy, analyzes the clash between globalism and nation states.

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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, February 23rd, 2026

Featuring:
1) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, examines next steps after the Supreme Court's ruling on the Trump administration's IEEPA tariffs.
2) Torsten Slok, Chief Economist at Apollo Global Management, discusses how markets are processing uncertainty around US trade policy.
3) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, on the Budget Lab's revised forecast for tariffs and their price impact.
4) MTA Chair & CEO Janno Lieber discusses the agency's continued efforts to provide service during the ongoing winter storm.

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Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome.

This episode is sponsored by Coinbase.

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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 Partners Group’s Anastasia Amoroso & Dina Esfandiary of Bloomberg Economics. 

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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, February 20th, 2026

Featuring:
1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses AI disruption fears and the outlook for European growth.
2) Lindsey Piegza, Chief Economist at Stifel, on how the latest economic data will weigh on the Fed's path ahead.
3) Jane Foley, Head of FX Strategy at Rabobank, talks de-dollarization and currency positioning trends.
4) Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics, examines the US military buildup in the Middle East.

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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 Charles Schwab’s Liz Ann Sonders and Mishal Husain of Bloomberg News. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 19th, 2026
Featuring:
1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses why rotation is the new momentum trade.
2) Wendy Schiller, Professor of Political Science at Brown University, on President Trump's political calculus ahead of midterm elections.
3) George Patterson, CIO: Quantitative Solutions at PGIM, examines the US macro environment and the risks around AI disruption.
4) Mishal Husain, Host of Bloomberg's 'The Mishal Husain Show', on the arrest of former Prince Andrew.

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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 Nouriel Roubini & Rebecca Patterson.

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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, February 18th, 2026
Featuring:
1) Nouriel Roubini, Chairman & CEO at Roubini Macro Associates, joins for an extended conversation on the global inflation backdrop and the risks posed by AI and tariffs
2) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, examines diversification away from US tech.
3) Tina Fordham, Founder at Fordham Global Foresight, on the latest negotiations between US and Iran, as well as Russia-Ukraine talks.
4) Jay Timmons, President & CEO of the National Association of Manufacturers, on NAM's 2026 State of Manufacturing tour.

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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 Berenberg’s Holger Schmieding & Dan Skelly of Morgan Stanley. 

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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, February 17th, 2026
Featuring:

1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.

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Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. 
The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. 
“We want Europe to prosper because we’re interconnected in so many different ways, and because our alliance is so critical,” Rubio told Bloomberg News Editor-in-Chief John Micklethwait on the sidelines of the conference on Saturday. “But it has to be an alliance of allies that are capable and willing to fight for who they are and what’s important.”
“What is it that binds us together? Ultimately, it’s the fact that we are both heirs to the same civilization, and it’s a great civilization,” he said. “It’s one we should be proud of.”
Rubio’s comments elaborated on a speech he delivered to the event, Europe’s premier annual security gathering, earlier Saturday morning. The speech was the most anticipated of the three-day conference, with fellow leaders eager to hear if he would double down on the contemptuous tone voiced a year earlier by Vice President JD Vance at the same venue.

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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 Morgan Stanley’s Jim Caron & Anurag Rana 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 & Paul SweeneyFriday, February 13th, 2026
Featuring:

1) Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, Michael Ball, Bloomberg News Macro Strategist, and Veronica Clark, US Economist at Citi, react to the January US CPI print.
2) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, talks global central bank divergence.
3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on sector rotation and high valuations.
4) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on how the US has put itself in the middle of China's Venezuela oil trade.

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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 Peter Navarro, Senior White House Counselor for Trade and Manufacturing. 

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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, February 12th, 2026
Featuring:
1) Peter Navarro, Senior Counselor to the President for Trade and Manufacturing, on the House's rebuke of Canada tariffs and the January jobs report.
2) Brian Belski, CEO & CIO at Humilis Investment Strategies, examines the rotation from mega cap growth to value.
3) Monica DiCenso, Head of Global Investment Strategy at JPMorgan Private Bank, examines the software bear market amid AI disruption fears.4) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the state of the US labor market.

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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 New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity 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 SweeneyWednesday, February 11th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Eric Winograd, Chief Economist at AllianceBernstein, react to the January jobs report.
2) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, explains why traditional macro hedges are failing.
3) Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data.
4) Jurrien Timmer, Director of Global Macro at Fidelity Investments, outlines the case for a global equity catch-up.

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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 CIO Group’s David Bailin & Ian Bremmer of Eurasia Group. 

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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, February 10th, 2026
Featuring:
1) Jean Boivin, Global Head of Research at BlackRock Investment Institute, discusses EM strength and AI's role in the global macro outlook.
2) Frances Donald, Chief Economist at RBC, shares her expectations for the week's eco data.
3) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, on 'Sanaenomics' and Japan's productivity focused agenda.
4) Ian Bremmer, Founder & President at Eurasia Group, on the 'post-America hedge'.

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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 & Robert Schiffman 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 & Paul SweeneyMonday, February 9th, 2026
Featuring:

1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, discusses the state of monetary policy and the US economy at large.
2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, examines the impact of AI disruption and retail-driven market momentum.
3) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses the return of liquidity to the US commercial real estate market.
4) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, on US-Iran talks and growing friction between the White House and European allies.

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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 & Danielle DiMartino Booth of QI 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 SweeneyFriday, February 6th, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.
2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.
3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.
4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.
5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.

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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 Wedbush Securities’ Dan Ives & Robert Schiffman 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 & Paul Sweeney, Thursday, February 5th, 2026

Featuring:

1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.

3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.

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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 Steve Englander & Meredith Whitney. 

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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, February 4th, 2026

Featuring:

1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data.

2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis.

3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.

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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 Cornell University’s Eswar Prasad & Jed Kolko of the Peterson Institute for International Economics. 

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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, February 3rd, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market.

2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.

3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.

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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, February 2nd, 2026
Featuring:
1) James Steel, Chief Precious Metals Analyst at HSBC, reacts to the overnight decline in gold and silver.2) Madison Faller, Global Investment Strategist at JPMorgan Private Bank, discusses how strong earnings and stable inflation are creating room for higher valuations.3) Joe Davis, Global Chief Economist at Vanguard, discusses the FOMC adopting a more optimistic tone on growth and labor.4) Henrietta Treyz, Co-Founder & Director of Economic Policy at Veda Partners, on the brewing funding showdown in DC and the potential implications for midterm elections.

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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 Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. 

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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, January 30th, 2026
Featuring:

1) Neil Dutta, Head of Economic Research at Renaissance Macro Research
2) Claudia Sahm, Chief Economist at New Century Advisors
3) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management
4) Katy Kaminski, Chief Research Strategist at AlphaSimplex

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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 Madison and Wall’s Brian Wieser & Nancy Lazar of Piper Sandler. 

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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, January 29th, 2026
Featuring:
1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings.

2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans.

3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.

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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 pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments.

The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction.

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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 conversations with Bank of Nassau's Win Thin & Constance Hunter of EIU.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 28th, 2026

Featuring:
1) Constance Hunter, Chief Economist at EIU, shares her expectations for today's FOMC rate decision.

2) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how small cap outperformance has evolved into an economic growth trade in 2026.

3) Win Thin, Chief Economist at Bank of Nassau & Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, join for an extended conversation on the state of the American economy.

4) Saleha Mohsin, Bloomberg News Senior Washington Correspondent, on recent dollar volatility and President Trump's looming Fed chair pick.

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