Bloomberg Surveillance
Business og økonomiPolitikk og nyheterThe 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.
Siste episoder av Bloomberg Surveillance podcast
- Special Coverage: Hamas Agrees To Release Israeli Hostages (00:17:02)
Hamas agreed to release the last of the hostages from its 2023 attack on Israel but said the rest of a US peace plan would be subject to negotiation, a stance that offered uncertain hopes for an end to the conflict in Gaza. President Donald Trump responded favorably to the Hamas statement even though the group failed to address other key elements of his 20-point proposal that Israel has also demanded, including that it disarm. He called on Israel to stop its bombing campaign and said discussions were underway on “details to be worked out,” suggesting that he was willing to give Hamas some leeway. “I believe they are ready for a lasting PEACE,” Trump said of Hamas in a social media post. “Israel must immediately stop the bombing of Gaza, so that we can get the Hostages out safely and quickly!” In a subsequent video post, Trump thanked the Muslim-majority nations he credited with assisting in the negotiations and pledged that “everybody will be treated fairly” in ongoing talks. “This is a big day,” Trump said. “We’ll see how it all turns out — we have to get the final word down in concrete.” For instant reaction and analysis, Bloomberg Balance of Power host Joe Mathieu speaks with: - Rep. Gregory Meeks of New York- Bloomberg News State Department and Foreign Policy Reporter Eric Martin- Former Deputy Secretary of State Wendy ShermanSee omnystudio.com/listener for privacy information.
- Single Best Idea with Tom Keene: Claudia Sahm & Amy Wu Silverman (00:03:54)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Amy Wu Silverman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: October 3rd, 2025 (00:25:11)
- Frances Donald, Chief Economist at RBC- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock- Dan Ives, Global Head: Technology at Wedbush Securities- Jeannette Lowe, Director: Policy Research at Strategas Securities Frances Donald, Chief Economist at RBC, joins to talk about the health of the US economy and labor market. Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock, joins to discuss recent bond moves and whether Treasuries could rally amid a lack of clarity on jobs data. Dan Ives, Global Head: Technology at Wedbush Securities, talks about Tesla and recent Mag 7 and tech-related headlines. Jeannette Lowe, Director: Policy Research at Strategas Securities, joins to discuss the Trump administration policy priorities as the government shutdown continues.See omnystudio.com/listener for privacy information.
- Markets Push Forward without Jobs Data (00:39:15)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025Featuring:1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares. 2) Claudia Sahm, Chief Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.See omnystudio.com/listener for privacy information.
- Single Best Idea: Michael Darda & Ian Bremmer (00:05:00)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Darda & Ian Bremmer.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: October 2nd, 2025 (00:30:50)
- Nela Richardson, Chief Economist & ESG Officer at ADP- John Stoltzfus, Chief Investment Strategist at Oppenheimer- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.See omnystudio.com/listener for privacy information.
- Shutdown's Impact and Geopolitical Outlook (00:35:56)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 2nd, 2025Featuring:1) Michael Darda, Chief Economist at Roth Capital Partners, joins for an extended discussion on the economic impact of the government shutdown and whether it will upend Fed easing. The shutdown could have significant economic impacts, with the Congressional Budget Office estimating a cost of $400 million per day in lost compensation, and some economists warning that mass firings could sap corporate confidence and reduce capital investments.2) Ian Bremmer, founder at Eurasia Group, joins to discuss President Trump's peace plan for the Middle East and the latest on the war in Ukraine and Trump's approach to China. Arab and Muslim national leaders are pushing Hamas to accept the Gaza plan unveiled by President Trump, saying the need to end the fighting surpasses concern about the finer details.3) Wendy Schiller, professor at Brown University, with the latest DC headlines and who will win out politically from the government shutdown. The US government shutdown has entered its second day, with the Trump administration raising the stakes by halting $18 billion in infrastructure funding and signaling a willingness to fire thousands of federal workers.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ report on AI supremacy and the Financial Times' story on Universal and Warner Music nearing a landmark AI licensing deal.See omnystudio.com/listener for privacy information.
- Single Best Idea: Henrietta Treyz & Aakash Doshi (00:04:00)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Aakash Doshi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: October 1st, 2025 (00:28:40)
- Jon Lieber, Managing Director: US, Eurasia Group- Greg Daco, Chief Economist at EY- Tiffany Wilding, Economist at PIMCO- Kate Kalutkiewicz, Lead for Trade at McLarty AssociatesJon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration.See omnystudio.com/listener for privacy information.
- Market Impact of a Government Shutdown (00:22:49)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 1st, 2025Featuring:1) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the government shutdown and whether there's an end in sight. The US government shutdown is shaping up as a political quagmire for all involved, with President Donald Trump blaming "crazed" Democrats and Democrats trying to show their voters they can take a stand against Trump and his policies.2) Amanda Lynam, Head: Corporate Credit at BlackRock, discusses any warning signs from the bond market as it relates to the government shutdown or if markets are looking right past it. Traders fear the loss of visibility will leave markets in the dark on the outlook for monetary policy, with the next Federal Reserve meeting still four weeks away.3) Blerina Uruci, Chief US Economist at T. Rowe Price, discusses the economic impact of the government shutdown and where traders and economists will look for clues on the economy with key economic data on hold. The impact of the shutdown could be felt soon, with Trump's administration planning mass firings of government workers and the potential for public frustration and economic impact if the shutdown continues.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on the CEO of LinkedIn saying he relies on AI to help him write high stakes emails and Bloomberg's report on why retailers asking for a law to round to the nearest nickel.See omnystudio.com/listener for privacy information.
- Single Best Idea with Tom Keene: Monica Guerra & Suki Cooper (00:03:55)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Monica Guerra & Suki Cooper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: September 30th, 2025 (00:26:12)
- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management- Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes- Bruce Van Saun, CEO at Citizens Financial GroupMark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO. See omnystudio.com/listener for privacy information.
- Economic Impact of Government Shutdown (00:21:05)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025Featuring:1) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss the economic impact of a government shutdown, economic reacceleration, and whether the Fed's easing cycle will be linear. Traders are looking ahead to a series of US labor reports due this week to gauge the Fed's next move, with the release of Friday's key payrolls report in doubt amid a budget impasse in Congress.2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, on the latest of a looming government shutdown. The US is hurtling toward a government shutdown with Democrats and Republicans seemingly no closer to agreeing on a plan to fund federal operations.3) Suki Cooper, Global Head: Commodities Research at Standard Chartered Bank, brings us into the market open and talks about gold's record run. Gold's record-breaking rally came to a halt, with spot gold falling 0.9% after touching a new all-time high earlier on Tuesday.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on a record number of M&A deals and Business Insider's report on Bill Nye and brain health.See omnystudio.com/listener for privacy information.
- Single Best Idea: Lori Calvasina & Jim Caron (00:03:05)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Lori Calvasina & Jim Caron.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: September 29th, 2025 (00:36:24)
- Manny Roman, Chief Executive Officer at PIMCO - Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jim Bianco, President and Macro Strategist at Bianco Research Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data.See omnystudio.com/listener for privacy information.
- Stocks Extend September Rally as Gold Tops $3,800 (00:23:53)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025Featuring:1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming.2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.See omnystudio.com/listener for privacy information.
- Single Best Idea with Tom Keene: John Stoltzfus & Katy Kaminski (00:04:25)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with John Stoltzfus & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: September 26th, 2025 (00:34:42)
- James Bullard, former St. Louis Fed President and Dean of Purdue Business School- Thomas Barkin, President of the Federal Reserve Bank of Richmond- Ryan Wang, US Economist at HSBC - Kyriakos Mitsotakis, Prime Minister of Greece James Bullard, former St. Louis Fed President and Dean of Purdue Business School, joins for analysis of the day's economic data and what it means for the path of monetary policy. Richmond Fed President Thomas Barkin gives his assessment of the current state of the American economy. Ryan Wang, US Economist at HSBC, shares how Friday's PCE print is helping reshape his economic outlook. Plus - Greek Prime Minister Kyriakos Mitsotakis says there is movement among European Union member states to issue joint debt to support a defense spending boost in the bloc. He speaks with Bloomberg News Editor-in-Chief John Micklethwait in New York as the 80th annual United Nations General Assembly winds down.See omnystudio.com/listener for privacy information.
- PCE Reaction and Market Outlook (00:35:45)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 26th, 2025Featuring:1) David Bailin, CEO at CIO Capital Partners, Tiffany Wilding, Economist: North America at PIMCO, and Aoifinn Devitt, Senior Investment Strategist at Moneta Group, react to PCE. Investors are pondering the Federal Reserve’s next policy move following a slew of data this week, including strong growth data from the world’s biggest economy.2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about her outlook for equities, commodities, and other markets. After a $15 trillion rebound in global equities from April’s lows, traders now face a wall of uncertainty as tariff headlines return to unsettle markets and investors fret about inflated valuations for big tech companies. Fed policy, the upcoming earnings season, and the threat of a US government shutdown are also weighing on sentiment.3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks Russian incursions into NATO territory and what sanction power the US has to limit the country's aggression. NATO countries have faced a series of violations by Russian jets and drones in recent days, incidents that posed an unprecedented test of the alliance’s credibility just as Moscow is intensifying attacks on Ukraine’s civilian infrastructure as well. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on NBC's digital attack ads on YouTube TV and WSJ's report on AI spending.See omnystudio.com/listener for privacy information.
- Single Best Idea with Tom Keene: Wendy Schiller & Ethan Bronner (00:04:00)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Ethan Bronner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: September 25th, 2025 (00:33:50)
- Stephen Miran, Member: Federal Reserve Board of Governors - Chris Hyzy, Chief Investment Officer at Bank of America - Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London - Heidi Crebo-Rediker, CEO at International Capital Strategies Federal Reserve Governor Stephen Miran joins for an extended discussion on the Fed, the US economic outlook, and rate cuts in 2025 and into next year. Heidi Crebo-Rediker, CEO at International Capital Strategies, talks about headlines from the UN and US politics. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London, disucsses his global market outlook. Chris Hyzy, Chief Investment Officer at Bank of America, reacts to GDP and all of today’s eco data.See omnystudio.com/listener for privacy information.
- GDP and US Economic Outlook (00:38:47)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 25th, 2025Featuring:1) Marta Norton, Chief Investment Strategist at Empower, Jordan Rochester, Head: FICC Macro Strategy at Mizuho EMEA, and David Katz, President and CIO of Matrix Asset Advisors, react to GDP and today's eco data and discuss the US economic outlook.2) Win Thin, Chief Economist at Bank of Nassau, joins for an extended discussion on US growth concerns, splits across the Fed, and whether there's contagion risk from Argentina. US equities remained on the back foot after two days of losses as traders waited for new drivers to guide the market’s next move.3) Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins to discuss the war in Gaza. US envoy Steve Witkoff predicted a breakthrough in the Israel-Hamas conflict in the coming days after President Trump presented a plan to regional leaders.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on the billion-dollar quest to live beyond 100, and a Business Insider story on Costco getting a traffic boost from opening early for executive members.See omnystudio.com/listener for privacy information.
- Bloomberg Surveillance TV: September 24th, 2025 (00:33:47)
Rick Wurster, President and CEO at Charles Schwab Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management Peter Tchir, Head of Macro Strategy at Academy Securities Nathan Sheets, Chief Global Economist at CitiRick Wurster, President and CEO at Charles Schwab, shares his thoughts on bank strategy, outlook, and the broader economic environment. Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management, discusses equities and asset allocation. Peter Tchir, Head of Macro Strategy at Academy Securities, folds national security headlines into investing strategies. Nathan Sheets, Chief Global Economist at Citi, offers his outlook for the US economy. See omnystudio.com/listener for privacy information.
- Live From the Bloomberg Global Forum (00:35:58)
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 24th, 2025Featuring:1) Admiral Michael Mullen, 17th Chairman of the Joint Chiefs of Staff, talks about rising global geopolitical tensions and what we've learned so far at UNGA2) Anne Finucane, Rubicon Carbon Chairwoman, Former Bank of America Vice Chair, joins to talk about transition finance, capital allocation, and the global economic outlook3) Anne Black, Managing Director JP Morgan Wealth Management, discusses client feedback within the private wealth space and positioning amid Fed easing4) Henry Fernandez, MSCI Chairman & CEO, on index rebalancing and the global equity outlook and index flowsSee omnystudio.com/listener for privacy information.
- Single Best Idea with Tom Keene: Lisa Shalett & Darren Shames (00:03:41)
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lisa Shalett & Darren Shames. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.