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

April 25, 2025 • 4 mins

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

In this episode, we feature conversations with Matt Hornbach and Tim Adams.

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

See omnystudio.com/listener for privacy information.

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- Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group
- Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department
- Adena Friedman, Chair and CEO of Nasdaq Inc.
- Nathan Sheets, Managing Director: Citi Research

We are broadcasting from Washington as the IMF Spring Meetings come to a close. Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group, joins f...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 25th, 2025
Featuring:
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the bond market, the Fed, and outlook for markets. The dollar strengthened in early trading, while the yen and Swiss franc retreated, as investor demand for non-US have...

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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 Daniel Tannebaum & Anna Wong.

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

See omnystudio.com/listener for privacy information.

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April 24, 2025 • 32 mins

- Ed Yardeni, President at Yardeni Research
- Nicolai Tangen, CEO of Norges Bank Investment Management
- Philip Lane, Chief Economist at ECB
- Jenny Johnson, CEO of Franklin Templeton Investments

Ed Yardeni, President at Yardeni Research, discusses his equity outlook, whether he's revising his S&P 500 target as tariffs continue to be negotiated, and if he believes the US will enter a recession. Nicolai Tangen, CEO of N...

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April 24, 2025 • 35 mins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 24th, 2025
Featuring:
1) Jean Boivin, Head of the BlackRock Investment Institute, joins for an extended discussion on the global economic transformation and how US trade policy is just one piece of the broader geopolitical global economic transformation. As China calls on the US to revoke ...

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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 Gina Martin Adams & Huw van Steenis.

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

See omnystudio.com/listener for privacy information.

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April 23, 2025 • 38 mins

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Joachim Nagel, President at Deutsche Bundesbank
- Torsten Slok, Chief Economist at Apollo Management
- Dan Ives, Head Global Technology at Wedbush Securities

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, offers his S&P 500 outlook amid further uncertainty about tariffs and corporate earnings. Joachim Nagel, Pres...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 23rd, 2025
Featuring:
1) Huw van Steenis, Vice Chair at Oliver Wyman, joins in studio for an extended discussion on Nixonian elements of Trump admin, global corporate and business confidence, and how it's all intersecting with what he sees in the financial and banking sectors. Markets and ...

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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 Jeff deGraaf & Brian Belski.

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

See omnystudio.com/listener for privacy information.

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April 22, 2025 • 25 mins

- Krishna Guha, Vice Chariman at Evercore ISI
- Rob Sockin, Director: Research at Citi
- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President
- Alex Nowrasteh, VP: Economic & Social Policy Studies at The Cato Institute

Krishna Guha, Vice Chariman at Evercore ISI, offers his outlook for markets and the US economy amid a brutal April for markets. Rob Sockin, Director: Research at Citi, discusses th...

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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 April 22nd, 2025
Featuring:
1) Jeff deGraaf, Chairman and Head: Technical Research at Renaissance Macro Research, joins for a discussion on Jay Powell, market risks, and tariffs. US stocks were higher in futures trading this morning as equities are set to bounce back from Monday's losses as inv...

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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 Liz Ann Sonders & Damian Sassower.

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

See omnystudio.com/listener for privacy information.

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April 21, 2025 • 27 mins

- Cam Dawson, CIO at NewEdge Wealth
- Terry Haines, founder at Pangaea Policy
- Leland Miller, CEO at China Beige Book
- Barbara Doran, CEO and CIO at BD8 Capital Partners

Cam Dawson, CIO at NewEdge Wealth, joins for a discussion on her 2025 outlook and whether equities could rebound amid volatility in the first quarter of the year. Terry Haines, founder at Pangaea Policy, discusses President Trump's tariff policies...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 21st, 2025
Featuring:
1) Julia Coronado, President/Founder of Macropolicy Perspectives, joins to discuss the precarious position the Fed is put in amid incoming tariffs and the possibility of higher inflation, and when or if Jay Powell will cut rates this year. The dollar weakened sha...

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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 Amanda Lynam & Anastasia Amoroso.

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

See omnystudio.com/listener for privacy information.

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April 17, 2025 • 31 mins

- Mohamed El-Erian, President of Queens' College, Cambridge
- Kelly Ann Shaw, Partner at Hogan Lovells US
- Jean Boivin, Global Head: Research & Investment Institute at BlackRock
- Lauren Goodwin, Chief Market Strategist at New York Life Investment Management

Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion columnist and Jean Boivin, Global Head: Research & Investment Institute at Bla...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 17th, 2025
Featuring:
1) Amanda Lynam, Head of Macro Credit Research at Blackrock, talks about signals from the bond market, corporate credit spreads, and whether the market just experienced a tariff tantrum or whether deeper problems lie underneath. Following bond market turmoil triggered...

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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 Dan Ives & Matt King.

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

See omnystudio.com/listener for privacy information.

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April 16, 2025 • 41 mins

- Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth
- Rick Rieder, CIO: Global Fixed Income at BlackRock
- Eric Cantor, Vice Chairman at Moelis & Co
- John Kirby, CEO at United Airlines

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her outlook for equities and whether she believes they'll end the year in positive territory amid tariff policy uncertainty. Rick Riede...

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