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 Kit Juckes and Jordan Rochester. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Friday, October 24th, 2025 1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy. 2) Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, on the CPI report and the path ahead for the US economy. 3) Leslie Palti-Guzman, Founder at Vista Energy & Non-Resident Fellow at the Center on Global Energy Policy, discusses the state of US-China trade, and the implications it may have on the energy sector. 4) Jeff Schumacher, EY Growth Platforms Leader at EY-Parthenon, talks neurosymbolic AI and the potential for application for financial professionals. See omnystudio.com/listener for privacy information.

- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - George Pollack, Senior Analyst for US Policy at Signum Global - John Stoltzfus, Chief Investment Strategist at Oppenheimer David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying US inflation rose at the slowest pace in three months, keeping the Federal Reserve on course to lower interest rates next week. George Pollack, Senior Analyst for US Policy at Signum Global, shares his expectations for President Trump's meeting with Chinese President Xi Jinping next week. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his long-term outlook for markets and the US economy. See omnystudio.com/listener for privacy information.

Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate. But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast. The shares gained about 3% in late trading after closing at $38.16. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research Partners 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 Neil Dutta & Jeff deGraaf of Renaissance Macro. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities - Thomas DiNapoli, New York State Comptroller Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his expectation for Friday's US CPI report. Sarah Bianchi, Senior Managing Director at Evercore ISI, reacts to the Trump adminstration's announcement of sanctions on Russia’s biggest oil producers - its first major package of financial punishments on President Vladimir Putin’s economy as part of a fresh bid to end the war in Ukraine. Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities, gives his rationale for maintaining an outperform rating on Tesla after the company reported a profit plunge in its third-quarter earnings. New York State Comptroller Thomas DiNapoli joins to discuss another strong year for Wall Street firms. 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 23rd, 2025 1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026. 2) David Lebovitz, Global Market Strategist at JPMorgan Investment Management, discusses how markets have remained resilient despite slower economic growth projections. 3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on US equity indices remaining stuck in the 'tariff scare' range. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting that the Wall Street bonus pool is expected to break records this year if current trends continue, and a Wall Street Journal story on Warner Bros. Discovery has rebuffing several buyout offers from rival entertainment giant Paramount Skydance. See omnystudio.com/listener for privacy information.

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.