Bloomberg Surveillance

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/3vTiACFSee 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 US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.The justices didn’t address the extent to which importers are entitled to refunds, leaving it to a lower court to sort out those issues. If fully allowed, refunds could total as much as $170 billion - more than half the total revenue Trump’s tariffs have brought in. For instant reaction and analysis, Bloomberg Intelligence co-hosts Paul Sweeney and Scarlet Fu, o speak with:- Bloomberg Washington correspondent Tyler Kendall- Bloomberg Legal Analyst and host of Bloomberg Law June Grasso- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners- Dave Townsend, Partner with Dorsey & WhitneySee 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/3vTiACFSee 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/3vTiACFSee 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/3vTiACFSee 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/3vTiACFSee 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/3vTiACFSee 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.