Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, November 11th, 2025Featuring:1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are justified and how the Supreme Court ruling could reshape America's tariff framework and global trade strategy.2) Blerina Uruci, Chief US Economist at T. Rowe Price, looks at how a government reopening will restore key economic data and clarify the Fed’s December outlook.3) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses how strong earnings and resilient fundamentals continue to support the bull market, and why the recent stock pullback looks like a 'trim' - and not a 'tumble'.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how wealthy travelers are splurging on luxury hotels like never before, and a Washington Post report on how just a 15-minute walk can help boost longevity.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 Amanda Lynam & BNP's Greg Boutle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- San Francisco Fed President Mary Daly- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Lindsey Piegza, Chief Economist at Stifel- Meghan Swiber, US Rates Strategist at BofA Securities San Francisco Fed President Mary Daly joins to talk Fed policy and the state of the US economy as the government shutdown rolls on. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses how investors are seeking refuge in companies with financial resiliance. Lindsey Piegza, Chief Economist at Stifel, shares how the shutdown in Washington is weighing on economic growth. Meghan Swiber, US Rates Strategist at BofA Securities, discusses her outlook for rates and monetary policy through year-end.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, November 10th, 2025Featuring:1) Talley Leger, Chief Market Strategist at Wealth Consulting Group, explains why easing inflation and expanding profit margins reinforce the bull market case.2) Amanda Lynam, Head of Macro Credit Research at BlackRock, on the acceleration of big tech debt issuance.3) Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, talks market sentiment and his year-end outlook.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on how YouTube TV customers are circumventing the platform's blackout of Disney-owned networks, and a story from the Financial Times on how affordable French brands are luring customers away from big luxury.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 Troy Gayeski, Chief Market Strategist at Future Standard.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset ManagementStephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at Stifel, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 7th, 20251) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at the Office of the U.S. Trade Representative during the first Trump Administration, analyzes Supreme Court skepticism over presidential tariff powers under IEEPA.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses how unprecedented AI spending is colliding with growing investor concerns over ROIC.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on IMAX's resurgence in popularity, and Bloomberg reporting on Apple TV suffering a outage following the premiere of 'Pluribus'.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 Holger Schmieding & Brian Belski.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Cathie Wood, CEO at ARK Invest- Seema Shah, Chief Global Strategist at Principal Asset Management- Esther George, Former Kansas City Fed President- Jon Lieber, Managing Director: US, at The Eurasia Group & Former Policy Adviser to Sen. Mitch McConnellCathie Wood, CEO at ARK Invest, discusses why she believes Tesla CEO Elon Musk's $1 trillion pay package is worth it for company stockholders. Seema Shah, Chief Global Strategist at Principal Asset Management, gives her read on the tech sector following earnings from Palantir, AMD and Qualcomm. Esther George, Former Kansas City Fed President, breaks down what recent dissents from Fed policymakers means for the path of monetary policy. Jon Lieber, Managing Director for the US at the Eurasia Group, discusses the state of US trade policy as the Supreme Court hears arguments over President Trump's authority to impose tariffs under the International Emergency Economic Powers Act.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, November 6th, 20251) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate decision from the Bank of England, and his expectations for a return to growth for the UK in 2026.3) Shannon O'Neil, Senior Vice President and Maurice R. Greenberg Chair at the Council on Foreign Relations, discusses how President Trump’s trade and tariff policies are raising costs and weakening US global competitiveness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how AI power users are impressing bosses by outperforming co-workers, and reporting from the Washington Post on how the NFL is using artificial intelligence to predict injuries.See omnystudio.com/listener for privacy information.

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley- Kathryn Wylde, President & CEO at Partnership for New York City- Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein- Jim Zelter, President at Apollo Global ManagementMichael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react to the week's ADP data and share their market outlook for Q4. Kathryn Wylde, President & CEO at Partnership for New York City, discusses Zohran Mamdani's victory in the New York City mayoral election and what it means for Wall Street. Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein, joins to discuss the Supreme Court hearing arguments over the legality of President Trump's tariffs imposed by invoking the International Emergency Economics Powers Act. Jim Zelter, President at Apollo Global Management, warns that the rush of capital into artificial intelligence and data centers is fueling high valuations and increasing risk for investors.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, November 5th, 20251) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks market momentum and risk factors heading into 2026. 2) Jennifer Lawless, Professor of Politics & Public Policy at University of Virginia, on Democrats' election night sweep and the ongoing government shutdown. 3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on industrial trends and Tuesday's ISM data. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post report on more college students double-majoring out of fear they won't be able to get a job, and a story from the Wall Street Journal on how Burger King is preparing for the phase out of the one cent penny.See omnystudio.com/listener for privacy information.

- Torsten Slok, Chief Economist at Apollo Global Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Henry Allen, Macro Strategist at Deutsche Bank- Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry ResearchTorsten Slok, Chief Economist at Apollo Global Management, discusses the growing divide between Fed policymakers. Henrietta Treyz, Co-Founder at Veda Partners, joins to talk Election Day in the US and the effects of a prolonged government shutdown. Henry Allen, Macro Strategist at Deutsche Bank, talks earnings and what he sees as a robust backdrop for markets. Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research, gives his take on what's at stake as voters prepare to elect a new mayor to lead New York 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 Paul Sweeney & Alexis ChristoforousTuesday, November 4th, 20251) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals. 2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations. 3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.See omnystudio.com/listener for privacy information.

- Federal Reserve Governor Stephen Miran- Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley- Amanda Lynam, Head of Macro Credit Strategy at BlackRock- Nancy Lazar, Chief Global Economist at Piper SandlerFederal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley talks stock valuations and growth prospects heading into 2026. Amanda Lynam, Head of Macro Credit Strategy at BlackRock, gives her perspective on tech debt issuance and the credit market at large. Nancy Lazar, Chief Global Economist at Piper Sandler, shares her views on alternative economic data as the US government shutdown continues beyond the one-month mark.See omnystudio.com/listener for privacy information.