Bloomberg Surveillance

Netflix gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading. The streaming pioneer also announced that chairman and co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests.Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share for the quarter were $1.23 compared with estimates of 76 cents.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence senior media analyst Geetha Ranganathan Eric Clark, Accuvest Global Advisors CIO  and LOGO ETF Portfolio Manager See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Max Kettner, Chief Multi-Asset Strategist at HSBC Bank Ret. Lt. General Karen Gibson, Advisor for Academy Securities: Geopolitical Intelligence Group Bob McNally, President & Founder of Rapidan Energy Advisors See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Susan Bell, Senior VP: Downstream Solution at Rystad Energy AS Edward Mills, Managing Director: Washington Policy Analyst at Raymond James Georg Wunderlin, CEO of Schroders Capital See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Rachel Ziemba, Adjunct Senior Fellow at the Center for a New American Security Roland Lescure, Minister: Economy & Finance for the Republic of France Amy Gower, Strategist: Metals & Mining Commodity at Morgan Stanley See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Christopher Marinac, Director of Research at Brean Capital Jason Draho, Managing Director & Head: Asset Allocation Americas for UBS Financial Services See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Tiffany McGhee, CEO & CIO of Pivotal Advisors Maha Yahya, Director of the Malcolm H. Kerr Carnegie Middle East Center Matthew Luzzetti, Chief US Economist for Deutsche Bank Securities See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Stefano Scarpetta, Chief Economist at the OECD Bob Michele, Managing Director & CIO at JP Morgan Investment Management Victoria Gardner Coates, Former Trump Deputy National Security Advisor See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Dr. Seth Jones, President: Defense & Security at the Center for Strategic & International Studies Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects Julian Emanuel, Senior Managing Director & Chief Equity, Quantitative Strategist at Evercore ISI See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Marvin Loh, Senior Strategist: Global Macro at State Street Corporation Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association Dr. Jorge Leon, Senior VP & Head: Geopolitical Analysis at Rystad Energy See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Cameron Dawson, CIO of Newedge Wealth Dan Pickering, CIO of Pickering Energy Partners Col. Wayne Sanders, Bloomberg Intelligence Senior Defense Research Analyst See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Stephen Schork, Principal, Editor & Co-Founder of the Schork Group Ed Mills, Managing Director & Washington Policy Analyst at Raymond James & Associates Sarah Hunt, Chief Market Strategist & Partner at Alpine Saxon Woods See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: NATO Supreme Allied Commander of Transformation, Admiral Pierre Vandier Dr. Ellen Wald, Senior Fellow at Atlantic Council Stephen Auth, Executive VP & Chief Investment Officer: Equity at Federated Global Investment Management See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Libby Cantrill, Managing Director & Head of Public Policy US Trade Representative Jamieson Greer Vikas Dwivedi, Economist: Global Oil & Gas at Macquarie Energy LLC See omnystudio.com/listener for privacy information.

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, 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. See omnystudio.com/listener for privacy information.

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 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Major General (Ret.) Mastin Robeson, Advisor for Academy Securities: Geopolitical Intelligence Group Bob McNally, President & Founder of Rapidan Energy Advisors Ed Al-Hussainy, Portfolio Manager: Fixed Income at Columbia Threadneedle See omnystudio.com/listener for privacy information.

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 30th, 2026 Featuring:1) Annmarie Hordern, Bloomberg Surveillance TV host2) Nancy Lazar, Chief Global Economist at Piper Sandler3) Derek Decloet, Bloomberg News Canada reporter, on Air Canada CEO to Quit After Furor About Crash Condolence Video4) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets See omnystudio.com/listener for privacy information.

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 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring:  Russ Koesterich, Portfolio Manager, BlackRock Global Allocation Fund Pierre Wunsch, Belgian Central Bank Governor & ECB Governing Council Member Sonal Desai, Fixed Income CIO, Franklin Templeton See omnystudio.com/listener for privacy information.

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, March 27th, 2026 Featuring:1) Joumanna Bercetche, Anchor of Bloomberg Horizons Middle East & Africa2) Anna Wong, Chief US Economist for Bloomberg Economics3) Seema Shah, Chief Global Strategist at Principal Asset Management4) Bob Michele, Global Head of Fixed Income at JPMorgan Asset Management See omnystudio.com/listener for privacy information.

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 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring:  George Goncalves, US Macro Strategy Head, MUFG Jonathan Lieber, Eurasia Group Head of Research and Managing Director, United States Matthias Cormann, Secretary General, OECD See omnystudio.com/listener for privacy information.

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, 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Frances Donald, Senior VP & Chief Economist at RBC Ryan Petersen, Chairman, CEO & Founder of Flexport Inc Republican Senator Dave McCormick of Pennsylvania See omnystudio.com/listener for privacy information.

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, 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 ahead2) 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Vikas Dwivedi, Economist: Global Oil & Gas at Macquarie Energy Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management See omnystudio.com/listener for privacy information.

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, 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Michael Haigh, Managing Director & Head of FIC and Commodity Research at Societe Generale London Federal Reserve Board of Governors Member Stephen Miran See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

Featuring: Stephen Schork, President, Editor, Founder of the Schork Group Inc. Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association Thierry Wizman, Director of Global Currencies at Macquarie Group See omnystudio.com/listener for privacy information.

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 & Lisa MateoFriday March 20th, 2026 Featuring:1) Mike McGlone, Bloomberg Intelligence commodities analyst2) Cole Smead, CEO at Smead Capital Management 3) Karen Manna, Vice President & Fixed Income Investment Director at Federated Hermes4) Rebecca Walser, President at Walser Wealth Management  See omnystudio.com/listener for privacy information.

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 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Krishna Guha, Vice Chairman & Head: Central Bank Strategy at Evercore Isi Edward Fishman, Director: Center for Geoeconomic Studies at Council on Foreign Relations Samantha Dart, Managing Director & Head: Natural Gas Research at Goldman Sachs & Co. See omnystudio.com/listener for privacy information.

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 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 Management2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets3) Anna Wong, Chief US Economist for Bloomberg Economics4) Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management  See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.

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. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Dan Pickering, CIO of Pickering Energy Partners Neil Dutta, Partner & Head of Economic Research at Renaissance Macro Research Seth Jones, Senior VP & Director of International Security Program at the Center for Strategic & International Studies See omnystudio.com/listener for privacy information.

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 March 18th, 2026 Featuring:1) Will Kennedy, Bloomberg News Director for Europe, Middle East and Africa2) 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 Strategist5) Bloomberg's Alexis Christoforous with a look at Front Page headlines across the Globe. See omnystudio.com/listener for privacy information.

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 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Victoria Gardner Coates, Former Trump Deputy National Security Advisor Bob McNally, President & Founder of Rapidan Energy Advisors LLC Gil Luria, Managing Director & Head: Technology Research at DA Davidson & Co. See omnystudio.com/listener for privacy information.

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 March 17th, 2026 Featuring:1) Alexis Crow, Partner & Chief Economist at PwC US2) Sir Mark Rowley, London Metropolitan Police Commissioner3) Jason Trennert, Chairman & CEO at Strategas Securities4) Bloomberg's Alexis Christoforous with a look at Front Page headlines across the Globe. See omnystudio.com/listener for privacy information.

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. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies Stephen Parker, Managing Director and Co-Head: Global Investment Strategy at J.P. Morgan Private Bank Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America Securities See omnystudio.com/listener for privacy information.

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 16th, 2026 Featuring:1) Joumanna Bercetche, Anchor of Bloomberg Horizons2) Julian Lee, Bloomberg News Oil Strategist3) 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. See omnystudio.com/listener for privacy information.

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: June Grasso, Bloomberg legal analyst and host of Bloomberg Law Michael McKee, Bloomberg International Economics & Policy correspondent Tim O'Brien, Bloomberg Opinion senior executive editor  See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Eugene Seroka, Port of Los Angeles Executive Director Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association Rachel Ziemba, Adjunct Senior Fellow at the Center for New American Security See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, CEO & Chief Market Strategist at Truist Advisory Services Dr. Jorge Leon, Senior VP & Head of Geopolitical Analysis at Rystad Energy Libby Cantrill, Managing Director & Head of Public Policy at PIMCO See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Stephen Auth, Executive VP & Chief Investment Officer: Equity at Federated Global Investment Management Dean of the Purdue Business School & Former St. Louis Fed President James Bullard Samantha Dart, Managing Director & Head: Natural Gas Research at Goldman Sachs See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Nate Thooft, CIO of Equities & Multi-Asset Solutions at Manulife Investment Management Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Abigail Watt, US Economist for UBS Securities See omnystudio.com/listener for privacy information.

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 SassowerTuesday, 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 Iran3) 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Jeannette Lowe, Managing Director of Policy Research at Strategas Former Kansas City Fed President Esther George See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Republican Congressman French Hill of Arkansas Federal Reserve Governor Christopher Waller Dan Jorgensen, European Commission Energy Commissioner See omnystudio.com/listener for privacy information.

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, 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. See omnystudio.com/listener for privacy information.

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: Claudia Sahm, Chief Economist at New Century Advisors Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management Jennifer Lee, Senior Economist at BMO Capital Markets See omnystudio.com/listener for privacy information.

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. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co Victoria Gardner Coates, Former US Deputy National Security Advisor Jed Dorsheimer, Head of Energy & Sustainability at William Blair & Co See omnystudio.com/listener for privacy information.

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, 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. See omnystudio.com/listener for privacy information.

Featuring: Sebastien Page, Chief Investment Officer & Head of Global Multi-Asset at T. Rowe Price Jonathan Lieber, Managing Director & Head of Research at Eurasia Group US Federal Reserve Governor Stephen Miran See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Torsten Slok, Partner & Chief Economist at Apollo Management USMC Retired Major General Mastin Robeson Ryan Petersen, Chairman, CEO & Founder of Flexport Inc. See omnystudio.com/listener for privacy information.

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, 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. See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program for the Center for Strategic & International Studies Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East Stephen Schork, President & Founder of the Schork Group See omnystudio.com/listener for privacy information.

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 2nd, 2026 Featuring:1) Javier Blas, Bloomberg Opinion Energy & Commodities Columnist, on Oil Prices Will Get Nasty But This Won't Be a Shock2) Henrietta Treyz, Co-Founder at Veda Partners, on the domestic reaction to US strikes on Iran3) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on the market reaction to this weekend's strike4) Ethan Bronner, Bloomberg News Israel Bureau Chief, on Israel Hits Lebanon as New Front Opens in Widening Regional War See omnystudio.com/listener for privacy information.

'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: https://podcasts.apple.com/us/podcast/bloomberg-this-weekend/id1878739308Subscribe on Spotify: https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47l See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Stephen Auth, Executive VP & CIO: Equity at Federated Global Investment Management Group Emil Michael, US Government Undersecretary of Defense Amos Hochstein, Managing Partner of TWG Global See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Angelo Zino, Senior VP & Head of Technology at CFRA Andrew Bishop, Senior Partner & Global Head of Policy Research at Signum Global Advisors See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI Adam Posen, President of the Peterson Institute for International Economics Kelly Ann Shaw, Partner at Atkin Gump Strauss Hauer & Feld LLP See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler Beth Kindig, CEO & Lead Tech Analyst at I/O Fund See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at the Center for Strategic & International Studies Kate Kalutkiewicz, Senior Managing Director: Trade Practice at McLarty Associates Darryl White, CEO of BMO Financial Group See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Alicia Reese, Senior VP: Equity Research at Wedbush Securities Jitania Kandhari, Managing Director & Deputy CIO: Solutions & Multi-Asset at Morgan Stanley Investment Management See omnystudio.com/listener for privacy information.

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 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures Edward Mills, Managing Director & Washington Policy Analyst at Raymond James Daniel Flax, Managing Director & Senior Analyst: Research at Neuberger Berman Group See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 19th, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Mitchell Green, Founder and Managing Partner at Lead Edge Capital Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth See omnystudio.com/listener for privacy information.

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, 2026Featuring: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 tariffs2) 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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Ed Yardeni, President, Founder & Chief Investment Strategist at Yardeni Research Terry Haines, Founder of Pangaea Policy Momei Qu, Managing Director: PSP Growth at PSP Capital Partners See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Tom Forte, Managing Director & Senior Consumer Internet Analyst for Maxim Group Tiffany Wilding, Managing Director & Economist at PIMCO Thom Tillis, Republican Senator from North Carolina See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: French Hill, Republican Congressman from Arkansas Sharon Bell, Senior European Equity Strategist for Goldman Sachs Steven Ricchiuto, Managing Director & Chief Economist for Mizuho Securities See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Scott Lincicome, Vice President of General Economics and Stiefel Trade Policy Center at the CATO Institute Michael Gapen, Managing Director and Chief US Economist for Morgan Stanley Doug Burgum, United States Secretary of the Interior See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Marvin Loh, Senior Strategist: Global Macro at State Street Jonathan Lieber, Managing Director & US Head of Research for Eurasia Group Gregory Daco, Chief Economist for Ernst & Young See omnystudio.com/listener for privacy information.

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, 2026Featuring: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'. See omnystudio.com/listener for privacy information.

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.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy  Dana Peterson, Chief Economist, The Conference Board See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Brian Levitt, Invesco Global Market Strategist Stephanie Roth, Chief Economist at Wolfe Research Jeannette Lowe, Managing Director: Policy Research for Strategas Securities See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Chris Caso, Managing Director: Semiconductors at Wolfe Research Edward Mills, Managing Director & Washington Policy Analyst for Raymond James See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF   See omnystudio.com/listener for privacy information.

Featuring: Steven Englander, Standard Chartered Bank, Global Head: G10 FX Research Terry Haines, Founder of Pangaea Policy Yelena Shulyatyeva, Senior US Economist for The Conference Board See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Andrew Hollenhorst, Citigroup Global Markets Chief US Economist Henrietta Treyz, Co-Founder of Veda Partners See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co. Republican Senator Thom Tillis of North Carolina Dan Ives, Wedbush Securities Managing Director & Global Head: Tech Research See omnystudio.com/listener for privacy information.

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, 2026Featuring:1) Neil Dutta, Head of Economic Research at Renaissance Macro Research2) Claudia Sahm, Chief Economist at New Century Advisors3) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management4) Katy Kaminski, Chief Research Strategist at AlphaSimplex See omnystudio.com/listener for privacy information.

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Claudia Sahm, Chief Economist at New Century Advisors Angelo Zino, CFRA Senior VP and Head of Technology Jeanette Lowe, Managing Director of Policy Research at Strategas Securities See omnystudio.com/listener for privacy information.

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, 2026Featuring: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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

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 See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 28th, 2026Featuring: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. See omnystudio.com/listener for privacy information.

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy & Politics See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with MAI Capital’s Chris Grisanti & Cameron Dawson of NewEdge Wealth.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 27th, 2026Featuring:1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how lofty 2026 earnings forecasts set a high bar for investors. 2) George Catrambone, Head of Fixed Income: Americas at DWS Group, examines how recent geopolitical events are driving market volatility. 3) Kit Juckes, Chief FX Strategist at Societe Generale, discusses the balance between US political pressure and Japan’s fiscal constraints. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Yale's endowment struggles, and a Business Insider story on how Finland is looking to poach top US tech talent. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 26th, 2026Featuring:1) Seth Carpenter, Global Head of Macro Research at Morgan Stanley, discusses the outlook for US growth and the Fed's path ahead. 2) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, examines the fallout of this weekend's ICE shooting in Minnesota. 3) Brian Belski, CEO and CIO at Humilis Investment Strategies, on how attractive valuations are creating tailwinds for small and mid cap equities. 4) Janno Lieber, MTA Chair & CEO, on the agency's post-snowstorm recovery efforts. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Chris Whalen & Joe Quinlan.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Terry Haines, Founder of Pangaea Policy Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC Duncan Edwards, CEO of British American Business See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 23rd, 2026Featuring:1) Joe Quinlan, Head of CIO Market Strategy at Merrill and Bank of America Private Bank, talks equity market strength and sector rotation. 2) Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses bond market resilience and her expectations for next week's FOMC meeting. 3) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, examines how President Trump’s second term policies are reshaping both the economic and investing landscape. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post expose on price gouging ahead of this weekend's winter storm, and a Business Insider story on Bojangles wanting New Yorkers to ditch their bagels for biscuits. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Rebecca Patterson of the Council on Foreign Relations.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Chris Wright, US Secretary of Energy Howard Lutnick, US Secretary of Commerce Brian Moynihan, Bank of America Chairman and CEO See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 22nd, 2026Featuring:1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates, discusses how policy unpredictability could reshape global demand for US assets.2) Wendy Schiller, Professor of Political Science at Brown University, on the Supreme Court's deliberations over efforts to fire Fed Governor Lisa Cook.3) Jane Foley, Head of FX Strategy at Rabobank, on the renewed debate over the dollar’s safe haven status amid US-Europe tensions.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Duke University suing its star quarterback, and a New York Times story on federal regulators taking aim at late-night TV. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 21st, 2026Featuring:1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI 2) Jonathan Maxwell, Co-Founder & CEO at Sustainable Development Capital 3) Dana Telsey, CEO & Chief Research Officer at Telsey Advisory Group 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News report on colleges deploying AI in their admissions process. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Evercore ISI’s Julian Emanuel & Jonathan Maxwell of Sustainable Development Capital LLP.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: David McKay, President and CEO of the Royal Bank of Canada Ted Pick, Chairman and CEO of Morgan Stanley Senator Thom Tillis of North Carolina See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of Tallbacken Capital Advisors.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Gary Cohn, IBM Vice Chairman Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives Alexander Stubb, President of Finland See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 20th, 2026Featuring:1) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses risk-off sentiment in European markets and why gold remains the best hedge. 2) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, on record bond ETF flows and the shift toward selective yield strategies. 3) Michael Darda, Chief Economist at Roth Capital Partners, discusses concerns around Fed stability and political pressure. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on MBAs from top business schools facing a difficult hiring outlook, and Bloomberg News reporting on how an all-female trading desk at Italy's Banca Promos is breaking the mold. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr. Alexis Crow of PwC US.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones Jon Lieber, US Managing Director and Head of Research at Eurasia Group Stephen Stanley, Chief US Economist at Santander US Capital Markets See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousFriday, January 16th, 2026Featuring:1) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, discusses how AI fragmentation and inflation are defining investor strategy. 2) Dr. Alexis Crow, Partner & Chief Economist at PwC US, analyzes why diversification away from the US and toward Europe and EM is becoming increasingly important for investors. 3) Ebrahim Rahbari, Head of Rates Strategy & US Research at Absolute Strategy Research, on how the DoJ subpoena of Jerome Powell raises serious questions about Fed independence. ) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, examines how mixed signals from Washington complicate geopolitical forecasting. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Mizuho's Dominic Konstam & Anna Wong of Bloomberg Economics.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Nela Richardson, Chief Economist for ADP French Hill, Republican Congressman for Arkansas Terry Haines, Founder of Pangaea Policy See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousThursday, January 15th, 2026Featuring:1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026.2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets.3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with RBC Capital Markets’ Gerard Cassidy & Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Ed Bastian, Delta Air Lines CEO Edward Mills, Managing Director and Washington Policy Analyst at Raymond James Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 14th, 2026Featuring:1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe’s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed’s cautious approach to easing.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with New York Life Investments' Lauren Goodwin & Leslie Vinjamuri of the Chicago Council on Global Affairs.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: Patrick McHenry, Bloomberg Contributor and Former Republican Congressman from North Carolina Nouriel Roubini, Chairman and CEO of Roubini Macro Associates Tiffany Wilding, Managing Director and Economist at PIMCO See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 13th, 2026Featuring:1) Troy Ludtka, Senior US Economist at SMBC Nikko Securities, reacts to the December US CPI print. 2) Leslie Vinjamuri, President & CEO at the Chicago Council on Global Affairs, examines how President Trump’s early 2026 actions mark a deliberate US pivot from diplomacy to disruption. 3) Richard Portes, Professor of Economics at London Business School, discusses the political pressure campaign against Fed Chair Jerome Powell and its potential to backfire. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal piece on how antivirals can help combat a surge in flu cases, and Bloomberg News reporting on 'longevity tourism.' See omnystudio.com/listener for privacy information.

Featuring: Bill Pulte, Director, Federal Housing Finance Agency Norman Roule, Chief Executive Officer, Pharos Strategic Consulting Torsten Slok, Chief Economist, Apollo See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 12th, 2026Featuring:1) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, and Michael McKee, Bloomberg News International Economics & Policy Correspondent, react to the DOJ serving the Federal Reserve with grand jury subpoenas. 2) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why growth inflation and yield trends support equities. 3) Henrietta Treyz, Co-Founder at Veda Partners, on the political and economic stakes tied to a Supreme Court decision on IEEPA tariff powers. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on job seekers finding a new source of income, and a Bloomberg News story on NFL legend Tom Brady becoming the newest face of GLP-1 weight loss drugs. See omnystudio.com/listener for privacy information.