Bloomberg Surveillance

Peter Tchir, Head of Macro Strategy at Academy Securities  Yelena Shulyatyeva, Senior US Economist at The Conference Board  Jason Bazinet, Global Head of Media and Entertainment at Citi  Liz Ann Sonders, Chief Investment Strategist at Charles Schwab  Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 12th, 2025Featuring:1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sector and balance sheet analysis.3) Sameer Singh, Co-Head of M&A North America at Citi, shares his 2026 outlook for the M&A space.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on growing interest in fully-furnished homes among luxury home buyers, and a Business Insider story on Canada's plans for its stockpiles of US-made alcohol.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 Goldman Sachs’ Robert Kaplan & 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:  Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist 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 Sweeney Thursday, December 11th, 2025Featuring:1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Lisa Abramowicz 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 delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026. The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its statement suggesting greater uncertainty about when it might cut rates again. Speaking to reporters after the meeting, Chair Jerome Powell suggested the Fed had now done enough to bolster against the threat to employment while leaving rates high enough to continue weighing on price pressures: “This further normalization of our policy stance should help stabilize the labor market while allowing inflation to resume its downward trend toward 2% once the effects of tariffs have passed through,” he said.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Lisa Abramowicz 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 Frances Donald and Robert FishmanWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Mike Wirth, Chevron CEO Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist Lindsey Piegza, Chief Economist, Stifel Nicolaus 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 Sweeney Tuesday, December 10th, 2025Featuring:1) Frances Donald, Chief Economist at RBC, previews the Fed decision2) Robert Fishman, Moffettnathanson Senior Analyst, on WBD/Amazon/Paramount3) Amanda Agati, Chief Investment Officer of Asset Management at PNC Bank, on markets4) Lisa Mateo with a look at front page headlines across the countrySee omnystudio.com/listener for privacy information.

Featuring:  John Stoltzfus, Oppenheimer & Co Chief Investment Strategist Michelle Weaver, US Thematic & Equity Strategist, Morgan Stanley Eswar Prasad, Senior Fellow at the Brookings Institution 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 Sweeney Tuesday, December 9th, 2025Featuring:1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management2) Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors3) Lionel Laurent, Bloomberg Opinion Columnist4) Lisa Mateo with a look at front page headlines across the countrySee 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 analyst, Geetha RanganathanWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Christian Notling, Deutsche Bank Global Chief Investment Officer Rep. Patrick McHenry, former chair of the House Financial Services Committee Geetha Ranganathan, Bloomberg Intelligence media analyst Robert Fishman, Moffettnathanson Senior analyst 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 Sweeney Friday, December 8th, 2025Featuring:1) Amanda Lynam, Head of Macro Credit Research at Blackrock 2) Geetha Ranganathan, Bloomberg Intelligence media analyst\ 3) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 4) Anastasia Amoroso, Chief Investment Strategist at Partners GroupSee omnystudio.com/listener for privacy information.

Featuring:  Doug Burgam, US Secretary of the Interior Kate Moore, Chief Investment Officer, Citi Wealth Constance Hunter, Chief Economist, Economist Intelligence 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 Sweeney Friday, December 5th, 2025Featuring:1) Geetha Ranganathan, US Media Analyst for Bloomberg Intelligence, reacts to Netflix agreeing to acquire Warner Bros. Discovery in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. Under the deal announced Friday, Warner Bros. shareholders will receive $27.75 a share in cash and stock in Netflix. The total equity value of the deal is $72 billion, while the enterprise value of the deal is about $82.7 billion. 2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut expectations are lifting small and mid cap stocks more than big tech. 3) Felix Gillette, Bloomberg News Media & Telecom Reporter, joins to provide more analysis on the Netflix-WBD deal. 4) Barbara Reinhard, CIO of Multi Asset Strategies & Solutions at Voya Investment Management, on equities stabilizing as investors weigh rate cuts and BOJ contagion 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 Morgan Stanley's Lisa Shalett & Erin McLaughlin of The Conference Board.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 Sweeney Thursday, December 4th, 2025Featuring:1) Mona Mahajan, Head of Investment Strategy at Edward Jones, shares her expectations for a Fed rate cut next week and her earnings outlook for 2026.2) Neil Shearing, Group Chief Economist at Capital Economics, discusses he believes why the Fed is unlikely to deliver the deep cuts markets expect.3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine negotiations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on how tired Americans are spending more to avoid doing chores, and how sales of Manhattan luxury homes have surged following the election of Zohran Mamdani.See omnystudio.com/listener for privacy information.

Featuring:  Binky Chadha, Chief Global Strategist, Deutsche Bank Sonal Desai, Fixed Income CIO, Franklin Templeton Angelo Zino, Head:Technology, CFRA See omnystudio.com/listener for privacy information.