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 Henrietta Treyz & Aakash Doshi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Jon Lieber, Managing Director: US, Eurasia Group - Greg Daco, Chief Economist at EY - Tiffany Wilding, Economist at PIMCO - Kate Kalutkiewicz, Lead for Trade at McLarty Associates Jon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration. 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 1st, 2025 Featuring: 1) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the government shutdown and whether there's an end in sight. The US government shutdown is shaping up as a political quagmire for all involved, with President Donald Trump blaming "crazed" Democrats and Democrats trying to show their voters they can take a stand against Trump and his policies. 2) Amanda Lynam, Head: Corporate Credit at BlackRock, discusses any warning signs from the bond market as it relates to the government shutdown or if markets are looking right past it. Traders fear the loss of visibility will leave markets in the dark on the outlook for monetary policy, with the next Federal Reserve meeting still four weeks away. 3) Blerina Uruci, Chief US Economist at T. Rowe Price, discusses the economic impact of the government shutdown and where traders and economists will look for clues on the economy with key economic data on hold. The impact of the shutdown could be felt soon, with Trump's administration planning mass firings of government workers and the potential for public frustration and economic impact if the shutdown continues. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on the CEO of LinkedIn saying he relies on AI to help him write high stakes emails and Bloomberg's report on why retailers asking for a law to round to the nearest nickel. 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 Monica Guerra & Suki Cooper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management - Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management - Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes - Bruce Van Saun, CEO at Citizens Financial Group Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO. 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 SweeneySeptember 29th, 2025 Featuring: 1) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss the economic impact of a government shutdown, economic reacceleration, and whether the Fed's easing cycle will be linear. Traders are looking ahead to a series of US labor reports due this week to gauge the Fed's next move, with the release of Friday's key payrolls report in doubt amid a budget impasse in Congress. 2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, on the latest of a looming government shutdown. The US is hurtling toward a government shutdown with Democrats and Republicans seemingly no closer to agreeing on a plan to fund federal operations. 3) Suki Cooper, Global Head: Commodities Research at Standard Chartered Bank, brings us into the market open and talks about gold's record run. Gold's record-breaking rally came to a halt, with spot gold falling 0.9% after touching a new all-time high earlier on Tuesday. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on a record number of M&A deals and Business Insider's report on Bill Nye and brain health. 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 Lori Calvasina & Jim Caron. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Manny Roman, Chief Executive Officer at PIMCO - Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jim Bianco, President and Macro Strategist at Bianco Research Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data. 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 SweeneySeptember 29th, 2025 Featuring: 1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze. 3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts. 4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot. 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 John Stoltzfus & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- James Bullard, former St. Louis Fed President and Dean of Purdue Business School - Thomas Barkin, President of the Federal Reserve Bank of Richmond - Ryan Wang, US Economist at HSBC - Kyriakos Mitsotakis, Prime Minister of Greece James Bullard, former St. Louis Fed President and Dean of Purdue Business School, joins for analysis of the day's economic data and what it means for the path of monetary policy. Richmond Fed President Thomas Barkin gives his assessment of the current state of the American economy. Ryan Wang, US Economist at HSBC, shares how Friday's PCE print is helping reshape his economic outlook. Plus - Greek Prime Minister Kyriakos Mitsotakis says there is movement among European Union member states to issue joint debt to support a defense spending boost in the bloc. He speaks with Bloomberg News Editor-in-Chief John Micklethwait in New York as the 80th annual United Nations General Assembly winds down. 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 SweeneySeptember 26th, 2025 Featuring: 1) David Bailin, CEO at CIO Capital Partners, Tiffany Wilding, Economist: North America at PIMCO, and Aoifinn Devitt, Senior Investment Strategist at Moneta Group, react to PCE. Investors are pondering the Federal Reserve’s next policy move following a slew of data this week, including strong growth data from the world’s biggest economy. 2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about her outlook for equities, commodities, and other markets. After a $15 trillion rebound in global equities from April’s lows, traders now face a wall of uncertainty as tariff headlines return to unsettle markets and investors fret about inflated valuations for big tech companies. Fed policy, the upcoming earnings season, and the threat of a US government shutdown are also weighing on sentiment. 3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks Russian incursions into NATO territory and what sanction power the US has to limit the country's aggression. NATO countries have faced a series of violations by Russian jets and drones in recent days, incidents that posed an unprecedented test of the alliance’s credibility just as Moscow is intensifying attacks on Ukraine’s civilian infrastructure as well. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on NBC's digital attack ads on YouTube TV and WSJ's report on AI spending. 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 Wendy Schiller & Ethan Bronner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Stephen Miran, Member: Federal Reserve Board of Governors - Chris Hyzy, Chief Investment Officer at Bank of America - Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London - Heidi Crebo-Rediker, CEO at International Capital Strategies Federal Reserve Governor Stephen Miran joins for an extended discussion on the Fed, the US economic outlook, and rate cuts in 2025 and into next year. Heidi Crebo-Rediker, CEO at International Capital Strategies, talks about headlines from the UN and US politics. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank AG London, disucsses his global market outlook. Chris Hyzy, Chief Investment Officer at Bank of America, reacts to GDP and all of today’s eco data. 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 SweeneySeptember 25th, 2025 Featuring: 1) Marta Norton, Chief Investment Strategist at Empower, Jordan Rochester, Head: FICC Macro Strategy at Mizuho EMEA, and David Katz, President and CIO of Matrix Asset Advisors, react to GDP and today's eco data and discuss the US economic outlook. 2) Win Thin, Chief Economist at Bank of Nassau, joins for an extended discussion on US growth concerns, splits across the Fed, and whether there's contagion risk from Argentina. US equities remained on the back foot after two days of losses as traders waited for new drivers to guide the market’s next move. 3) Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins to discuss the war in Gaza. US envoy Steve Witkoff predicted a breakthrough in the Israel-Hamas conflict in the coming days after President Trump presented a plan to regional leaders. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on the billion-dollar quest to live beyond 100, and a Business Insider story on Costco getting a traffic boost from opening early for executive members. See omnystudio.com/listener for privacy information.

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 SweeneySeptember 24th, 2025 Featuring: 1) Admiral Michael Mullen, 17th Chairman of the Joint Chiefs of Staff, talks about rising global geopolitical tensions and what we've learned so far at UNGA 2) Anne Finucane, Rubicon Carbon Chairwoman, Former Bank of America Vice Chair, joins to talk about transition finance, capital allocation, and the global economic outlook 3) Anne Black, Managing Director JP Morgan Wealth Management, discusses client feedback within the private wealth space and positioning amid Fed easing 4) Henry Fernandez, MSCI Chairman & CEO, on index rebalancing and the global equity outlook and index flows 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 Lisa Shalett & Darren Shames. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab - Wally Adeyemo, Former Deputy Secretary at US Treasury - Kristen Bitterly, Head: Wealth At Work at Citi - Stephen Stanley, Chief Economist at Santander Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talk about the outlook for equities and risks in markets. Wally Adeyemo, Former Deputy Secretary at US Treasury, discusses federal spending and federal economic priorities. Kristen Bitterly, Head: Wealth At Work at Citi, on asset allocation and the outlook for broader markets. Stephen Stanley, Chief Economist at Santander, talks about recent eco data and the direction of 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 SweeneySeptember 23rd, 2025 Featuring: 1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand amid geopolitical upheaval. 2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about equity risks and staying in the market. Investors are awaiting fresh Fed signals ahead of a speech by Chair Jerome Powell as earnings season looms as the next big test for stocks. 3) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital Management, discusses complacent markets and fiscal fears in the bond market. 4) Margaret Franklin, CEO at the CFA Institute, joins to talk about impact of AI on CFA and sustainability goals amid climate week. See omnystudio.com/listener for privacy information.