Bloomberg Surveillance

Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes  Veronica Clark, Director of Citi Research at Citigroup Global Markets  Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group  Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.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 ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead. 3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs. 4) Vanessa McMichael, Head of Corporate & Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.See omnystudio.com/listener for privacy information.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Erin McLaughlin, Senior Economist at The Conference Board  Ed Mills, Washington Policy Analyst at Raymond James  George Goncalves, Head of US Macro Strategy at MUFG Americas  Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.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, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close.4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&A activity heading into 2026.See omnystudio.com/listener for privacy information.

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist  Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Terry Haines, Founder at Pangaea Policy  Michael O’Rourke, Chief Market Strategist at JonesTrading  Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market outlook as 2025 draws to a close. Terry Haines, Founder at Pangaea Policy, discusses the Supreme Court’s ruling in favor of a $100,000 fee for H1B visa applicants. Michael O’Rourke, Chief Market Strategist at JonesTrading, shares why he believes the market is currently in bubble territory.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 ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses AI driven market volatility and how productivity gains could reshape markets.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post reporting on a study examining how abandoning homeownership may be changing how people behave at work and home, and a Wall Street Journal story on smaller airports and their fan base.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 Tradition's Steven Major and Jim Caron of Morgan Stanley.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Vincent Reinhart, Chief Economist at BNY  Dan Skelly, Managing Director at Morgan Stanley Wealth Management  Mona Mahajan, Head of Investment Strategy at Edward Jones  Peter Supino, Senior Analyst at Wolfe Research  Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery.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, December 23rd, 2025Featuring:1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery. 3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.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 JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Federal Reserve Governor Stephen Miran  Neil Dutta, Head of US Economic Research at Renaissance Macro Research Marvin Loh, Senior Strategist: Global Macro at State Street  Patrick McHenry, Former Chair of the House Financial Services Committee  Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.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, December 22nd, 2025Featuring:1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.See omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer  Ohsung Kwon, Chief Equity Strategist, Wells Fargo  Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations  Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group  US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, discusses the European Union’s deal to fund a 90 billion euro loan to Ukraine. Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, shares why she doesn’t believe investors should give up on AI in the year ahead.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 ChristoforousFriday, December 19th, 2025Featuring:1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility. 2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence. 3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examines how rate cut hopes and tech uncertainty are shaping equity market swings. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on YouTuber-turned-Boxer Jake Paul facing former world champion Anthony Joshua tonight, and a Bloomberg News story on new online scams targeting travelers.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 Anna Wong, Chief US Economist for Bloomberg Economics.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.