Bloomberg Surveillance

Bloomberg Surveillance

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

Episodes

August 13, 2025 • 3 mins

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

In this episode, we feature conversations with David Seif & Jens Nordvig.

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

See omnystudio.com/listener for privacy information.

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- Scott Bessent, US Treasury Secretary
- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
- Jeannette Lowe, Director: Policy Research at Strategas Securities
- Tom Porcelli, Chief US Economist at PGIM Fixed Income

Scott Bessent, US Treasury Secretary, joins to discuss tariffs, US economic data, the Fed, and the economic priorities of the second Trump administration. Liz Ann Sonders, Chief Investment Strategis...

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August 13, 2025 • 43 mins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 13th, 2025
Featuring:
1) Jens Nordvig, founder & CEO at Exante Data, joins for an extended discussion about FX opportunities and President Trump's strategy to weaken the dollar.
2) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss recent eco data and wh...

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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 Rebecca Patterson & Ira Jersey.

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

See omnystudio.com/listener for privacy information.

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August 12, 2025 • 25 mins

- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist: North America at PIMCO
- Jon Lieber, Head: Research at Eurasia Group
- Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University

David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee outlook for inflation and r...

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August 12, 2025 • 50 mins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, react to CPI and discusses weakening US labor data, as well as President Trump naming EJ Antoni the new BLS chief. Despite economists concerned about...

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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 Angela Stent & Jonathan Hill.

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

See omnystudio.com/listener for privacy information.

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August 11, 2025 • 30 mins

- Eric Rosengren, former President of the Federal Reserve Bank of Boston
- Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs
- Henrietta Treyz, co-founder at Veda Partners
- Ryan Petersen, Chairman and CEO of Flexport

Eric Rosengren, former President of the Federal Reserve Bank of Boston, joins to discuss recent eco data and outlook for the US labor market and potential for rate cuts. Henrietta Treyz, co-f...

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August 11, 2025 • 36 mins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 11th, 2025
Featuring:
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk about the AI rally and whether there will be more choppiness in equities to end 2025. Stocks erased gains as traders dialed back optimism that a summit between US President T...

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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 James Steel & Dan Tannebaum.

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

See omnystudio.com/listener for privacy information.

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August 8, 2025 • 27 mins

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America
- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee
- John Vinh, Equity Research Analyst at Keybanc
- Collin Martin, Fixed Income Strategist at Charles Schwab

Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. ...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Thursday’s a weak sale ...

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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 Anna Wong & Kathy Bostjancic.

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

See omnystudio.com/listener for privacy information.

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August 7, 2025 • 25 mins

- Kate Moore, CIO: Wealth at Citi Wealth
- Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee
- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Mark Hoplamazian, CEO at Hyatt

Kate Moore, CIO: Wealth at Citi Wealth, discusses asset allocation and the equity bull case amid continued policy uncertainty out of Washington. Everett Eissenstat, former Chief Trade Counsel at the Sena...

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August 7, 2025 • 37 mins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 7th, 2025
Featuring:
1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, joins to discuss fixed income markets and portfolio positioning as she asses Fed rate cuts and eco fundamentals. Three Fed policymakers voiced concerns about the US labor market Wedn...

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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 Mike Wilson & Darrell Cronk.

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

See omnystudio.com/listener for privacy information.

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August 6, 2025 • 27 mins

- Stephen Auth, CIO: Equity at Federated Hermes
- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group
- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC
- Richard Greenfield, Partner at Lightshed Partners

Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia...

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August 6, 2025 • 47 mins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025
Featuring:
1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as ...

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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 Donovan & Erica Groshen 

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

See omnystudio.com/listener for privacy information.

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August 5, 2025 • 22 mins
  • Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management
  • Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance
  • Amanda Lynam, Head of Macro Credit Research, BlackRock 

See omnystudio.com/listener for privacy information.

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