Bloomberg Surveillance

Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with: 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 Wei Li & Ed Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Darrell Cronk, Chief Investment Officer at Wells Fargo, shares his 2025 and 2026 year-end projections for the S&P 500. Ed Mills, Washington Policy Analyst at Raymond James, discusses President Trump’s mixed signals regarding a potential meeting with Chinese President Xi Jinping at the APEC summit in Seoul next week. Jane Foley, Head of FX Strategy at Rabobank, shares why the recent surge in gold does not imply a dollar debasement trade. Virginia Governor Glenn Youngkin (R) joins to discuss his efforts to reshore manufacturing in the state. 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 22nd, 2025 1) Wei Li, Global Chief Investment Strategist at BlackRock, gives her projection for corporate earnings and the US economy. 2) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses what's driving the retreat in oil prices and how long it can last. 3) Elizabeth Economy, Hargrove Senior Fellow and Professor of Political Science at Stanford University, discusses the state of US-China trade relations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how visa restrictions may be behind a drop in American M.B.A. programs, and Bloomberg News reporting on Hermes' strong sales falling shy of loftier expectations. See omnystudio.com/listener for privacy information.

Netflix said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates. The world’s most valuable entertainment company posted quarterly operating income of $3.24 billion, according to a statement Tuesday, about $400 million below its own forecast and analysts’ estimates. The company’s outlook for the current quarter is largely in line with Wall Street projections. Netflix had to pay about $619 million to settle a multiyear tax dispute with Brazilian authorities going back to 2022. The company had identified the potential risk in previous filings – but not in its earnings guidance — and said it would have beaten forecasts if not for the expense. Future payments will be smaller.“We don’t expect this matter to have a material impact on future results,” the company said. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with: 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 Dominic Konstam & Rohit Goel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Drew Matus, Chief Market Strategist at MetLife - Paul Jacobson, Chief Financial Officer at General Motors - Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management - Earl Davis, Head of Fixed Income and Money Markets, BMO Global Asset Management Drew Matus, Chief Market Strategist at MetLife, discusses how investors are turning to earnings for a beat on the economy in the absence of US economic data. Paul Jacobson, Chief Financial Officer at General Motors, joins to discuss the company's earnings. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, on the state of trade negotiations between the US and China. Earl Davis, Head of Fixed Income and Money Markets at BMO Global Asset Management, shares his expectations for the Fed's December meeting. 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 & Isabelle Lee - October 21st, 2025 Featuring: 1) Dominic Konstam, Managing Director and Head of Macro Strategy at Mizuho Securities USA, shares his outlook for Fed rate policy as markets grapple with tariffs and trade tensions. 2) Yelena Shulyatyeva, Senior US Economist at The Conference Board, discusses CEO confidence and her expectations for US economic reports amid the ongoing government shutdown.3) Rohit Goel, Head of Global Macro at Breakout Capital Partners, shares his takeaways from last week's IMF and World Bank meetings and the structural issues facing global economies. 4) Andrew Siciliano, Partner and Trade & Customs Practice Leader at KPMG, discusses the market impact of President Trump's country-specific and industry-specific tariffs. 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 Steven Englander & Michael Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses the recovery in stocks following credit fears that plagued markets last week. Innes McFee, Chief Global Economist at Oxford Economics, discusses investors looking for signs of strength beyond AI. Tom Tzitzouris, Head of Fixed Income Research at Strategas, on the correlation between gold's surge and the bond market. Terry Haines, Founder at Pangaea Policy, gives his perspective on the state of US-China trade relations. 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 & Isabelle Lee - October 20th, 2025 Featuring: 1) Michael Green, Chief Strategist at Simplify Asset Management, joins for a discussion on index funds and the consequences of passive investing. 2) Henrietta Treyz, Managing Partner at Veda Partners, gives her perspective on trade talks, and the government shutdown as it enters its third week. 3) Steve Englander, Global Head of G10 FX Research and North America Strategy at Standard Chartered Bank, on quality concerns surrounding US economic data amid the government shutdown. 4) Wayne Park, Chief Executive Officer at Manulife John Hancock Retirement, shares the findings from Hancock's Longevity Preparedness Index survey. See omnystudio.com/listener for privacy information.

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Follow the podcast wherever you listen, so you don't miss an episode. swap.fm/l/P1iueaQy5gndhEheLwN3 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 Chris Whalen & Ben Laidler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Christian Sewing, Chief Executive Officer at Deutsche Bank, shares his outlook for markets and the global economy. Steve Pagliuca, Chair at Bain Capital and Co-Owner of the Boston Celtics, discusses what's been a big year for private equity. Stephen Ricchiuto, Chief US Economist at Mizuho Securities, gives the rationale for his growth outlook upgrade despite a shutdown-linked data vacuum. Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, discusses the broader market backdrop. 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 17th, 2025 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, reacts to the latest corporate earnings. 2) Anna Wong, Chief US Economist at Bloomberg Economics, gives her assessment of the US economy amid the ongoing government shutdown. 3) Dan Ives, Global Tech Head: Wedbush Securities, on the acceleration of demand for semiconductors. 4) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of including the ongoing government shutdown and President Trump's efforts on the war in Ukraine. See omnystudio.com/listener for privacy information.

- Christopher Waller, Member: Board of Governors at the Federal Reserve - Christopher Wright, US Energy Secretary - Scott Kirby, CEO of United Airlines - Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC Christopher Waller, Member: Board of Governors at the Federal Reserve, joins to discuss his outlook for the US economy and rate cuts. Christopher Wright, US Energy Secretary, talks about the Trump administration's energy initiatives and policies. Scott Kirby, CEO of United Airlines, talks earnings and industry outlook. Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC, discusses dealmaking, M&A, and banking activity in the US. 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, 2025 Featuring: 1) Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses Treasury choppiness and the downward path of the 10-year. Meanwhile, gold soared to as high as $4,242 an ounce, taking gains this year to more than 60% as trade frictions and expectations for further Federal Reserve interest-rate cuts lured buyers. The dollar slipped for a third day, while Treasuries were little changed after two-year yields fell toward their lowest level for 2025. Oil rose from a five-month low. 2) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Russia, broader geopolitical risk, and the vibes at the IMF. Ukraine is seeking US help for its war effort, with President Volodymyr Zelenskiy meeting President Trump at the White House to discuss air defense, long-range weaponry, and urgent energy assistance. 3) David Bailin, CEO at CIO Capital Partners, talks about the new paradigm in wealth management as strategists try to figure out market moves. Global stocks continued their advance on Thursday as strong technology earnings shifted focus away from the lingering threat of a US-China trade war. 4) Regina Mayor, Global Head of Clients & Markets at KPMG International, talks about the outlook for oil prices and energy policy in the US. 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 Chris Whalen & Steve Auth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Economist at PIMCO, gives her outlook for Fed monetary policy with the US government shutdown now in its third week. Gil Luria, Head of Technology Research at DA Davidson, provides his thoughts on the AI arms race. Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes, shares why this earnings season could lead to pullbacks. 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 & David Gura October 15th, 2025 - Maurice Obstfeld, Senior Fellow at the Peterson Institute for International Economics & Professor of Economics at UC Berkeley, discusses why tariffs should not be relied on as a long-term revenue tool. - Chris Whalen, Founder and Chairman at Whalen Global Advisors, reacts to big bank earnings and gives his perspective on why the Fed rate cut narrative has cooled considerably. - Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to discuss IT budgets falling below historic levels. - Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Chinese criminals making over $1 billion from scam texts, and reporting from The Washington Post on the US passport falling out of the top 10 most powerful passports globally. See omnystudio.com/listener for privacy information.