Bloomberg Surveillance

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

- Paul Christopher, Head: Global Market Strategist at Wells Fargo- Ajay Rajadhyaksha, Global Chairman: Research at Barclays- French Hill, Republican Congressman and Chair: House Financial Services Committee- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Paul Christopher, Head: Global Market Strategist at Wells Fargo, talks about the outlook for markets and equities. Ajay Rajadhyaksha, Global Chairman: Research at Barclays, offers his analysis of gold's record run. French Hill, Republican Congressman and Chair: House Financial Services Committee, talks about the US shutdown and priorities in the House. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, discusses the outlook for the airline industry.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 - October 10th, 2025Featuring:1) Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie, joins to discuss the path ahead for the Fed and the geopolitical headwinds driving FX moves.2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her perspective on recent trends in equities, fixed income and commodities.3) Jurrien Timmer, Director of Global Macro at Fidelity Management & Research, talks valuations as traders look to the upcoming earnings season for validation of the artificial intelligence frenzy that has powered a record rally. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Lays chips getting a 'MAHA' makeover, as well as New York Post reporting on Quinnipiac University's latest NYC mayoral election poll.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 Sebastien Page & James Steel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Hakeem Jeffries, House Minority Leader (D)- Danny Danon, Israel Ambassador to the UN- Richard Bernstein, CIO at Richard Bernstein Advisors- Vincent Reinhart, Chief Economist at BNY Investments Hakeem Jeffries, House Minority Leader (D), joins to discuss the US government shutdown and negotiations with Republicans. Danny Danon, Israel Ambassador to the UN, talks about the latest on the Israel-Gaza war. Richard Bernstein, CIO at Richard Bernstein Advisors, talks about what he expects from equities in Q4. Vincent Reinhart, Chief Economist at BNY Investments, offers his US economic outlook.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 - October 13th, 2025Featuring:1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks asset allocation and the bearish and bullish growth frame.2) Jay Timmons, President and CEO at the National Association of Manufacturers, discusses how the shutdown is affecting of manufacturing, deregulation, and tariffs.3) James Steel, Chief Commodities Analyst at HSBC, joins to breakdown the safe haven rally into gold and silver.4) Nelson Yu, Head of Equities at AllianceBernstein, talks about the risk of complacency and the AI investment theme.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 Richard Clarida & Suzy Welch. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets- David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen- Gregory Daco, Chief Economist at EY ParthenonJulian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy.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 SweeneyOctober 13th, 2025Featuring:1) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended discussion on the US economy, market rally, and gold. Gold surged above $4,000 an ounce, with its 53% gain this year putting the traditional safe haven on course for its strongest annual advance since 1979.2) Jane Foley, Head of FX Strategy at Rabobank, talks about gold topping $4,000 and how it's affecting FX trades.3) Neil Shearing, Group Chief Economist at Capital Economics, discusses the global effects of tariffs and how economies are pricing in protectionism. Concerns have been growing that $16 trillion surge in the S&P 500 from its April lows had gone too far. Tuesday’s drop came amid mounting chatter about lofty valuations around artificial intelligence, with some market participants seeing an echo of the excesses that led to the dot-com crash 25 years ago.4) Suzy Welch, professor at NYU Stern School of Business, joins to talk about her essay on Gen Z, their values, and whether they are employable.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 Matt Miskin & Barry Ritholtz.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ed Yardeni, Chief Investment Strategist at Yardeni Research- R Kipp deVeer, Co-President and Partner at Ares Management- Ned Lamont, Governor (D) of Connecticut- Bill Cassidy, Republican Senator: Louisiana Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for a discussion on the US equity outlook and the push higher in markets. R Kipp deVeer, Co-President and Partner at Ares Management, and Ned Lamont, Governor (D) of Connecticut, join from the Greenwich Economic Forum for discussions on the US economy and US leadership. Bill Cassidy, Republican Senator: Louisiana, joins to talk about the government shutdown and outlook for Trump administration priorites.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 SweeneyOctober 7th, 2025Featuring:1) Jeffrey Rosenberg, Senior Portfolio Manager - Systematic Multi-Strategy Fund at Blackrock, talks macro shifts in fixed income and the outlook for the US economy and broader markets. While equities worldwide have surged to successive record highs, worries over the US government shutdown and the political crisis in France have driven investors toward alternative assets such as gold and Bitcoin, sending both to new peaks.2) Libby Cantrill, Head: Public Policy at PIMCO, talks about potential shutdown off ramps and the outlook for Trump administration economic and political priorities. President Trump showed signs of cracking, sending mixed messages about the state of talks with Democrats on their biggest demand, which is related to health care subsidies.3) Mike Reid, Senior US Economist at RBC, talks about his outlook for a recession and reigniting inflation in the US. Meanwhile, Goldman Sachs Group Inc. raised its gold forecast for December 2026 to $4,900 an ounce, up from $4,300, citing ETF inflows and central-bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an 11th consecutive month.4) Dan Skelly, Head of Morgan Stanley's Wealth Management Market Research and Strategy Team, on the market's sustained push higher and defensive positions. A flurry of AI-related deals among chipmakers has propelled shares higher and fueled some concerns of a speculative bubble reminiscent of the late-1990s dot-com era.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 Jordan Rochester & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Paul Donovan, Chief Economist, UBS Global Wealth Management - Jordan Rochester, FICC Strategy Head at Mizuho- Lindsey Piegza, Chief Economist at Stifel- Jay Goldberg, Senior Analyst at Seaport Research Partners Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.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 SweeneyOctober 6th, 2025Featuring:1) Steve Chiavarone, Deputy CIO: Equities at Federated Hermes, joins to discuss finding value in what he considers a reaccelerating economy. US equity futures rose as investors bet that a resilient economy and Federal Reserve easing will continue to support corporate earnings.2) Jordan Rochester, Head: FICC Strategy EMEA at Mizuho, talks the market implications of political turmoil in France and Japan. Japan’s Nikkei 225 index jumped to an all-time high as Sanae Takaichi was in line to become Japan’s next prime minister. European stocks dropped, with France’s CAC 40 benchmark plunging more than 2% amid fresh political turmoil.3) Curtis Sliwa, Republican candidate for NYC mayoral race, on his candidacy, fundraising, and policies in his campaign for NYC mayor. Support for Republican Curtis Sliwa has mostly tallied in the low double digits, putting him in third place behind the former Democratic governor Andrew Cuomo, who’s running as an independent, and Democratic nominee Zohran Mamdani.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's story on Taylor Swift's album release party and WSJ's report on why grown-ups are trading happy hour for field day activities.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 Claudia Sahm & Amy Wu Silverman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Frances Donald, Chief Economist at RBC- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock- Dan Ives, Global Head: Technology at Wedbush Securities- Jeannette Lowe, Director: Policy Research at Strategas Securities Frances Donald, Chief Economist at RBC, joins to talk about the health of the US economy and labor market. Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock, joins to discuss recent bond moves and whether Treasuries could rally amid a lack of clarity on jobs data. Dan Ives, Global Head: Technology at Wedbush Securities, talks about Tesla and recent Mag 7 and tech-related headlines. Jeannette Lowe, Director: Policy Research at Strategas Securities, joins to discuss the Trump administration policy priorities as the government shutdown continues.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025Featuring:1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares. 2) Claudia Sahm, Chief Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.See omnystudio.com/listener for privacy information.

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

- Nela Richardson, Chief Economist & ESG Officer at ADP- John Stoltzfus, Chief Investment Strategist at Oppenheimer- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.See omnystudio.com/listener for privacy information.