Bloomberg Surveillance

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.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, November 3rd, 20251) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations and their impact on US agriculture policy and farmer sentiment.3) Pat Haskell, Head of Muni Bond Group at BlackRock, on municipal bond performance and valuations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the practice of 'labor hoarding' reaching its end, as well as Bloomberg News reporting on how box-office duds are finding a second life as streaming hits.See omnystudio.com/listener for privacy information.

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management- Gene Munster, Managing Partner at Deepwater Asset Management- Ed Mills, Washington Policy Analyst at Raymond James- Winnie Cisar, Global Head of Strategy at CreditSightsJim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.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, October 30th, 20251) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings. 3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focus now shifts from the Fed to big tech earnings and US-China trade policy. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on bidding beginning for the renovation of New York's Penn Station, and an Associated Press report on how cuts to SNAP benefits are changing Halloween handouts.See omnystudio.com/listener for privacy information.

- Stuart Kaiser, Head of Equity Trading Strategy at Citi- Leland Miller, CEO of China Beige Book- Sonal Desai, CIO for Fixed Income at Franklin Templeton- US Energy Secretary Chris WrightStuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO of China Beige Book, discusses the state of US-China trade relations after President Trump's meeting with Chinese President Xi Jinping in South Korea. Sonal Desai, CIO for Fixed Income at Franklin Templeton, reacts to Fed Chair Jerome Powell's commentary leaving a December rate cut in doubt. US Energy Secretary Chris Wright breaks down the logistics of a potential US-China energy deal.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 & Norah MulindaThursday, October 30th, 20251) Joe Davis, Chief Economist and Global Head of Investment Strategy at Vanguard, shares his outlook for US rate policy following the Fed's second rate cut of the year.2) Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on the state of US-China trade relations following Thursday's Trump-Xi meeting in South Korea.3) Adam Farstrup, Head of Multi-Asset, North America at Schroders, discusses US growth on the heels of strong earnings and policy support.4) Meghan Robson, Head of US Credit Strategy at BNP Paribas, on why recent spread widening and investor risk aversion present a tactical buying opportunity.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro 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. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop up the labor market. The central bank reduced its benchmark lending rate to 3.75%-4% in its second straight cut — though two officials dissented. “A further reduction in the policy rate at the December meeting is not a foregone conclusion, far from it,” Powell said in the opening comments of his press conference. In their post-meeting statement, Fed policymakers on Wednesday repeated their assessment that “job gains have slowed” and said “risks to employment rose in recent months.”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 Alicia Levine & John Mowrey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock- Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research- Mary Lovely, Senior Fellow at the Peterson InstituteBlake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednesday's FOMC rate decision and the potential impact to US treasuries. Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock, discusses the recent records highs for equities against the backdrop of Mag Seven earnings. Pierre Ferragu, Head of Global Tech Infrastructure at New Street Research, talks Nvidia as the AI powerhouse is on track to become the first $5 trillion company. Mary Lovely, Senior Fellow at the Peterson Institute, gives her insights on US trade relations with President Trump set to meet with Chinese President Xi Jinping on Thursday.  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 SweeneyWednesday, October 29th, 20251) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum.2) Thomas Simons, Chief US Economist at Jefferies, on his expectations for today's FOMC decision.3) John Mowrey, Chief Investment Officer at NFJ Investment Group, on the potential impact of the Federal Reserve ending quantitative tightening.4) Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, discusses the catalysts behind continued growth momentum.See omnystudio.com/listener for privacy information.