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32 retained episodes matching “source:"Bloomberg Surveillance"”.

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Bloomberg Surveillance

Bank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Wells Fargo Chief Economist Tom Porcelli, Miller Samuel Co-Founder Jonathan Miller, and Brown Harris Stevens CEO Bess Freedman. See for privacy information.

Bloomberg Surveillance

Inflation and Bonds Amid AI Concerns

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, October 15th, 2026 Featuring: 1) David Katz, CIO at Matrix Asset Advisors, Dana Telsey, Founder at Telsey Advisory Group, and Ross Mayfield, Investment Strategist at Baird Private Wealth, react to PPI and CPI. 2) Wei Li, Global Chief Investment Strategist at BlackRock, offers her outlook for global equities and inflation. 3) Winnie Cisar, Global Head: Strategy at CreditSights, discusses rising bond yields across the globe and the question of rates. 4) Libby Cantrill, Managing Director: Public Policy at PIMCO, previews the Midterms and issues driving voters to the polls. See for privacy information.

Bloomberg Surveillance

CPI and the AI Trade

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, October 14th, 2026 Featuring: 1) Eric Winograd, Chief Economist at AllianceBernstein, David Rosenberg, founder at Rosenberg Research, Jim Bianco, founder at Bianco Research, and Rob Sockin, Chief US Economist at PGIM Credit react to CPI and talk US inflation. 2) Ted Mortonson, Managing Director: Technology at Baird, talks about his outlook for tech and the AI trade 3) Ernesto Revilla, Chief Economist: Latin America at Citi, talks about his call that Latin America's economies are "poised for take-off." See for privacy information.

Bloomberg Surveillance

Markets, Earnings, and Oil

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, October 13th, 2026 Featuring: 1) Ed Yardeni, President at Yardeni Research, talks about his S&P call, bond vigilantes, and what could hold back to the equity melt up. 2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on her S&P outlook and market choppiness. 3) Ellen Fraser, Partner at Baringa, joins to discuss rising oil prices and whether diesel prices will come down with Russian diesel on the market. 4) David Reich, founder at Fambot, talks about developing a real life AI-use case and where we might see more AI integration in daily life. See for privacy information.

Bloomberg Surveillance

Bond Volatility and Energy Flows

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, October 8th, 2026 Featuring: 1) Virginie Maisonneuve, founder at Maisonneuve Global Advisors, joins to discuss the global economic outlook and US inflation and repricing. 2) Kay Herr, Managing Director and CIO: US GFICC at JPM Investment Management, talks the back-up in yields and the Fed's rate hiking cycle. 3) Tobin Marcus, Head of Public Policy and Politics at Wolfe Research, looks ahead to the Midterms and talks his Blue Wave skepticism. 4) Leslie Paltz-Guzman, founder at Energy Vista, talks LNG, oil, and global energy output outlook heading into winter. See for privacy information.

Bloomberg Surveillance

Equities, Bonds, and AI

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, October 7th, 2026 Featuring: 1) Alicia Levine, CIO at BNY Wealth, on her S&P call and market outlook for 2H 2026. 2) Chuck Clough, Chairman at Clough Capital, talks about what he's seeing in current markets and whether we're facing an AI bubble. 3) Fatima Boolani, Co-Head of Software Equity Research at Citi, discusses software stocks and whether they face an existential AI threat. 4) Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, brings us into the market open and talks about whether the bond selloff will bleed into equities. See for privacy information.

Bloomberg Surveillance

Risk Cycles Across Equities, Bonds, and Currencies

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, October 6th, 2026 Featuring: 1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion about the structural equity bull market. 2) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about growing debt pressures across Europe and contagion risks. 3) Tiffany Wilding, Economist: North America at PIMCO, talks economic growth and risk cycles. 4) Steven Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, talks FX moves amid a euro crisis and whether a Fed rate hike is a mistake. See for privacy information.

Bloomberg Surveillance

US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction

The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs. Nonfarm payrolls increased 29,000 last month after a downward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. That missed all estimates in a Bloomberg survey of economists. The unemployment rate rose to 4.2%, partly reflecting a growing workforce. Bloomberg’s Tom Keene and Paul Sweeney get reaction from: Claudia Sahm, Chief Economist at New Century Advisors Rebecca Patterson, Senior Fellow at Council on Foreign Relations Kristina Campmany, Senior Portfolio Manager at Invesco See for privacy information.

Bloomberg Surveillance

The Yield Curve and Shipping Risks

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, October 1st, 2026 Featuring: 1) Cam Harvey, Professor of Finance at Duke University's Fuqua School of Business, joins to talk about the yield curve and ten-year. 2) Kate Luft, Head of Retail Banking and Citigold, talks relationship banking and CIO views. 3) John Kartsonas, Founder Managing Partner at Breakwave Partners, talks about managing the world's top performing ETF of 2026 (BWET) and how he's understanding activity in the Strait of Hormuz. 4) Jack Devine, founder at The Arkin Group, discusses Israel-Gaza, the war in Ukraine, and how the US is managing geopolitical conflicts. See for privacy information.

Bloomberg Surveillance

PCE, Yields, and the Tech Trade

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, September 30th, 2026 Featuring: 1) Mike Reid, Head of US Economics at RBC, Eric Winograd, Chief Economist at AllianceBernstein, and Odd Lots hosts Joe Weisenthal and Tracy Alloway react to PCE. 2) Jens Nordvig, founder at Exante Data, talks bond yields and structural pressures, dollar outlook, and FCI tightening. 3) Paul Sankey, Lead Analyst at Sankey Research, talks about the outlook for gas, diesel, and if the Iran war is actually cooling. 4) Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, on the tech trade and AI outlook amid regulation discussions. See for privacy information.

Bloomberg Surveillance

US Economic Outlook amid Fed Tightening

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, September 23rd, 2026 Featuring: 1) Gargi Chaudhuri, Global Chief Investment Strategist at BlackRock, offers her economic outlook for the rest of 2026 amid high energy prices and a tightening cycle. 2) David Rubenstein, Co-founder and Co-Chairman at The Carlyle Group, joins to talk his new book: "Inside the Owner's Box: Conversations on Power and Leadership in Sports" and talks modern sports investments. 3) Lauren Saidel-Baker, Economist at ITR Economics, joins to talk the Fed hiking cycle and US consumer health with energy prices remaining high. 4) Matt Luzzetti, Chief US Economist at Deutsche Bank, talks upside risks for the Fed and the US economic picture. See for privacy information.

Bloomberg Surveillance

Second Half Economic Outlook

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, September 21st, 2026 Featuring: 1) James Egelhof, Chief US Economist at BNP Paribas, joins for a discussion on 2H economic outlook and how fuel prices are impacting the economy. 2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks credit spreads and outlook for fixed income amid a global bond selloff and relentlessly rising yields. 3) Nancy Lazar, Chief Global Economist at Piper Sandler, joins to discuss the Fed, labor market, and US economic outlook 4) Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and talks market optimism amid growing investment risks. See for privacy information.

Bloomberg Surveillance

Instant Reaction: Fed Chair Kevin Warsh on Fed Policy

Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump. Wall Street traders drove stocks to the lowest since July on bets the Federal Reserve will keep raising rates to combat inflation after delivering its first hike in three years. In his remarks to reporters, Fed Chair Kevin Warsh restated his concerns over inflation, saying too many categories of products and services were showing annualized price gains above 3% on a 6- and 12-month basis. See for privacy information.

Bloomberg Surveillance

Instant Reaction: The Fed Decides

The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump. “Today’s policy action will support a timelier return to the committee’s 2% goal,” officials said in a statement following the move Wednesday, referring to inflation. It was the US central bank’s first rate increase since July 2023. Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See for privacy information.

Bloomberg Surveillance

The Fed, Rate Hikes, and AI

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, September 16th, 2026 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, talks about the case for a bond rally and falling yields. 2) Alicia Levine, CIO at BNY, on a constructive equity market approach and how higher yields bleed into equities. 3) Jay Goldberg, Senior Analyst at Seaport Group, joins to discuss AI anxiety and his continue "sell" recommendation on Nvidia. 4) David Rosenberg, founder at Rosenberg Research, joins to talk about his Fed outlook and US consumer economic anxieties. See for privacy information.

Bloomberg Surveillance

AI Safety and Rising Yields

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, September 15th, 2026 Featuring: 1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, talks artificial intelligence bear cases amid concerns over AI safety. 2) Dominic Konstam, Head: Macro Strategy at Mizuho Securities, joins to talk the Fed, rising bond yields, and growing market risks. 3) Marina Zavolock, Chief Euro Equity Strategist at Morgan Stanley, talks outlook for euro stocks and the impact of ECB rate hikes. 4) Sinjin Bowron, High Yield Bond & Senior Bank Loan Portfolio Manager at Beach Point Capital, brings us into the market open and talks credit risk as the 10-year hits its highest level since 2007. See for privacy information.

Bloomberg Surveillance

The Shifting AI and Energy Trades

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, September 14th, 2026 Featuring: 1) Dan Ives, Partner at Yorkville & Ives, joins to discuss the AI trade after warnings of a potential slowdown in development. 2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks her equity call and potential headwinds amid rising energy prices. 3) David Tinsley, Senior Economist for Bank of America, on recent findings on the "sizzling" consumer. 4) Naomi Fink, Chief Global Strategist and Chief Economist at Amova Asset Management, talks the yen, BOJ raising rates, and how Scott Bessent and the Fed affect the carry trade. See for privacy information.

Bloomberg Surveillance

Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Centerview Partners Senior Counselor, Council on Foreign Relations President Emeritus, and Former Advisor to Colin Powell & President H.W. Bush Richard Haass and Morgan Stanley Wealth Management Chief Economic Strategist Ellen Zentner. See for privacy information.

Bloomberg Surveillance

Geopolitical Risks and Market Uncertainty

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, September 8th, 2026 Featuring: 1) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses constructive economic growth and how it affects duration. 2) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on stocks being insulated from geopolitical risks. 3) Peter Tchir, Head: Macro Strategy at Academy Securities, discusses US bond issuance and reinterpreting the labor market. 4) Oksana Aronov, Head of Market Strategy for Alternative Fixed Income for JPMorgan Asset Management, talks the macro backdrop and higher debt costs. See for privacy information.

Bloomberg Surveillance

Instant Reaction: US Adds 162,000 Jobs, Topping All Estimates

US job growth surged in August and the unemployment rate held steady, suggesting the labor market has more momentum than previously thought. Nonfarm payrolls increased 162,000 last month and July’s job losses were revised away, according to Bureau of Labor Statistics data out Friday. The August increase topped all estimates in a Bloomberg survey. The unemployment rate remained at 4.1%. Bloomberg's Tom Keene and Damian Sassower get reaction from: Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report Amy Wu Silverman, Head: Derivatives Strategy at RBC, reacts to today's jobs report Kristina Campmany, Senior Portfolio Manager at Invesco, talks about the bond market's reaction to jobs See for privacy information.

Bloomberg Surveillance

Market Risks and Equity Melt Up

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, September 3rd, 2026 Featuring: 1) Michael Darda, Chief Economist at Roth Capital Partners, on nominal GDP and the US eco outlook ahead of this week's jobs report. 2) Scott Chronert, Head: US Equity Strategy at Citi, on his S&P call and a potentially late year equity rally. 3) Loren Moran, Portfolio Manager at Wellington, talks whether bonds have priced in enough risk. 4) David Bahnsen, CIO at the Bahnsen Group, on dividend growth offsetting inflation and what to expect from Chair Warsh post-Jackson Hole. See for privacy information.

Bloomberg Surveillance

Reacting to PCE and Market Look Ahead

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, August 26th, 2026 Featuring: 1) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, Michael Ball, Macro Strategist with Bloomberg News, Jess Menton, Deputy Team Lead: Equities with Bloomberg News, react to PCE 2) Tobin Marcus, US Policy Analyst at Wolfe Research, talks economic D-Day and looking ahead to the midterms 3) Ben Cook, Portfolio Manager at Hennessy Energy Transition Fund as well as the Hennessy Midstream Fund, talks about the latest move downward in oil amid stalled Iran talks. 4) Dan Tannebaum, Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Scott Bessent and why he's skeptical of economic D-Day. See for privacy information.

Bloomberg Surveillance

US Bond Yields, Kevin Warsh, and Nvidia Preview

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, August 24th, 2026 Featuring: 1) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Asset Management, joins to discuss 30-year yields and Scott Bessent's quagmire. 2) Sarah House, Senior Economist at Wells Fargo, talks about the tax refund dry up and previews Kevin Warsh's first Jackson Hole. 3) Dan Ives, Parnter at Yorkville & Ives, previews Nvidia earnings and other tech headlines. 4) Suzy Welch, Professor of Management Practice at NYU, talks about the employment market for college students and recent grads, career advice, and the curriculum conundrum. See for privacy information.

Bloomberg Surveillance

Bloomberg Money: 'Fed Needs Clear Inflation Target and Messaging'

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests include: Richard Clarida, Former Federal Reserve Vice Chair Lori Calvasina, RBC Capital Markets Head:US Equity Strategy Hannah Elliot, Hot Pursuit! Podcast co-host See for privacy information.

Bloomberg Surveillance

Market Moves on Fed, Oil, and Tech Earnings

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 31st, 2026 Featuring: 1) Gregory Daco, Chief Economist at EY-Parthenon, joins to discuss nominal GDP, the Fed, and outlook for inflation. 2) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks the markets' earnings push and equity reaction to the Fed. 3) Mallika Sachdeva, FX Strategist at Deutsche Bank, talks about strengthening the yen and the Bank of Japan. 4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about a regional Middle East war and recent moves in oil post-big oil earnings today. Leslie Vinjamuri, President & CEO, Chicago Council on Global Affairs, joins for a panel discussion. See for privacy information.

Bloomberg Surveillance

Reacting to PCE, GDP, and Kevin Warsh

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday July 30, 2026 Featuring: 1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday. 2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price. 3) Gil Luria, Head: Technology Research at DA Davidson & Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple. 4) Sophia Drossos, Economist at Point72, talks about wheth

Bloomberg Surveillance

Original-language Monetary Policy report

Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee’s post-meeting statement was otherwise identical to the one is

Bloomberg Surveillance

Markets Ready for Fed and Tech Earnings

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 30, 2026 Featuring: 1) Kay Haigh, CIO: Fixed Income at Goldman Sachs Asset Management, talks about the fixed income outlook even if the Fed hikes today. 2) Ian Wyatt, Chief Economist at Huntington Bank, talks about the Fed holding rates and why the "K" economy is old news. 3) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, discusses the hawkish pause position. 4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the squeezed consumer and back-to-school acceleration affecting eco data. See for privacy information.

Bloomberg Surveillance

Markets Face Central Bank and Earnings Volatility

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube:. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, July 27, 2026 Featuring: 1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins to preview a slew of central bank decisions this week and talks about how each are pricing in effects of Iran war 2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks AI debt issuance and the latest spreads in credit. 3) Alvina Lo, Head of Advice, Planning & Fiduciary Services at BNY Wealth, discusses wealth planning for families and how she's allocating around client concerns. 4) Celine Woo, Portfolio Manager at Lazard Asset Management, talks the infrastructure, enabling, and application layers of tech and AI ahead of a key week of tech earnings. See for privacy information.

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