Bloomberg Surveillance

Featuring: Noah Weisberger, Chief US Equity Strategist at BCA Research Neil Dutta, Head of US Economic Research at Renaissance Macro Jessica Taylor, Senate and Governors Editor at The Cook Political Report See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, October 26th, 2026 Featuring: 1) Peter Tchir, Head of Macro Strategy at Academy Securities, joins to discuss credit spreads across markets and how cost of capital and stubborn energy prices are rippling through markets. 2) Nate Thooft, Global CIO for the Multi-Asset Solutions Team and Senior Portfolio Manager for Manulife Investment Management, talks the three themes connecting markets. 3) Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, talks about the intersection of geopolitics and the Midterms. 4) Ella Gude, Head of Investment Strategy and Asset Allocation at BNY Advisors, talks the expansionary market regime and the upward pressure on equities. See omnystudio.com/listener for privacy information.

Anthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's show features: Whitney Tilson, Stansberry Research Editor Stephanie Guild, Robinhood Chief Investment Officer See omnystudio.com/listener for privacy information.

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co. Rebecca Babin, Managing Director & Senior Equity Trader at CIBC Private Wealth Group See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, October 23rd, 2026 Featuring: 1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks Fed communication and what upcoming data will tell us about US inflation. 2) Celine Woo, Portfolio Manager at Lazard Asset Management, talks finding opportunities amid a tech pullback and how Agentic AI is an inflection point for further AI adoption. 3) Masa Takeda, Portfolio Manager for SPARX Asset Management, talks overseas opportunities in Japan and how global bond rallies could drive investors to different markets. 4) Jason Wu, assistant director at the IMF’s global markets analysis division, brings us into the market open and talks about his latest findings on Global Financial Stability as well as monetary policy risks. 5) Bruce Wolfe, Senior VP: Wealth Solution Leader at Alight, talks managing…

Featuring: Cameron Dawson, Chief Investment Officer at NewEdge Wealth Torsten Slok, Partner & Chief Economist at Apollo Management Tom Doxey, Executive VP & CFO of Southwest Airlines See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 22nd, 2026 Featuring: 1) George Noble, Managing Partner at Noble Capital Advisors, discusses the rising cost of capital and why he sees AI as a historic capital misallocation. 2) Dan Tannebaum, Partner at Oliver Wyman and Senior Fellow at the Atlantic Council, on the state of relations between Kyiv and Washington as Russia teases new peace talks. 3) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, examines the driving forces behind rising Treasury yields and record fixed income flows. 4) Gautam Mukunda, Lecturer at the Yale School of Management & Bloomberg Opinion Columnist, on voter sentiment as US midterm elections near. See omnystudio.com/listener for privacy information.

Featuring: Matt Stucky, VP & Chief Portfolio Manager: Equities at Northwestern Mutual George Pollack, Senior Analyst: US Policy at Signum Global Advisors Alicia Reese, Senior VP: Equity Research at Wedbush Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, October 21st, 2026 Featuring: 1) Julia Coronado, president and founder at Macropolicy Perspectives 2) Jennifer Lawless, professor at University of Virginia 3) Sean Henry, CEO an founder at STORD 4) Damian Sassower, Chief EM Strategist with Bloomberg Intelligence AND Michael Dean, Bloomberg Intelligence auto analyst See omnystudio.com/listener for privacy information.

Featuring: Angelo Kourkafas, Senior Global Investment Strategist at Edward Jones Edward Mills, Managing Director & Washington Policy Analyst for Raymond James Dave McKay, President & CEO of the Royal Bank of Canada See omnystudio.com/listener for privacy information.

Featuring: Peter Tchir, Head: Macro Strategy at Academy Securities Jessica Taylor, Senate & Governors Editor at The Cook Political Report Aditya Bhave, Managing Director & Head of US Economics Research at Bank of America Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, October 19th, 2026 Featuring: 1) Anwita Bahuguna, Global Co-CIO Asset Management at Northern Trust, discusses market risks to watch and asset allocation. 2) Violeta Todorova, Senior Research Analyst at Leverage Shares, discusses the tech selloff, a possible rebound, and gold and Bitcoin. 3) Ben McMillan, founder and CIO at IDX Advisors, talks rates, AI demand, and an equity push higher. 4) Oscar de Bok, CEO of DHL Global Forwarding, talks how global shipping is fairing amid hot wars in Iran and Ukraine. See omnystudio.com/listener for privacy information.

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 omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, Chief Investment Officer at Truist Dominique Toublan, Managing Director & Head of US Credit Strategy at Barclays Rick Wurster, President & CEO of Charles Schwab See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, October 16th, 2026 Featuring: 1) Rick Wurster, CEO of Charles Schwab, discusses the bank's recent performance and strategies going forward as well as AI integration. 2) Bob Hormats, Vice Chair at Kissinger Associates, joins to talk US-China relations, the war in Iran, and the global AI race. 3) Dan Ives, Partner at Yorkville & Ives, talks CoreWeave and the tech bull case. 4) Molly Pieroni, Partner at Yacktman Asset Management, offers her stock picks and talks value investing in an inflationary environment. See omnystudio.com/listener for privacy information.

Featuring: Sebastien Page, CIO & Co-Head of Global Investments at T. Rowe Price Ted Mortonson, Managing Director: Tech Strategist at Baird Libby Cantrill, Head of Public Policy at PIMCO See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Cameron Dawson, CIO of NewEdge Wealth Lt. General (Rt.) Karen Gibson, Advisor at Academy Securities James Bullard, Dean of the Purdue University Business School, and former St. Louis Fed President See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Mike Wilson, CIO & Chief US Equity Strategist for Morgan Stanley Sarah Kunst, Managing Director & Founder of Cleo Capital George Saravelos, Managing Director & Global Head: FX Research at Deutsche Bank See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at Center for Strategic & International Studies Dr. Amrita Sen, Director of Market Intelligence & Founder of Energy Aspects Torsten Slok, Partner & Chief Economist of Apollo Management See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, October 12th, 2026 Featuring: 1) Matt King, founder at Satori Insights, talks climbing bond yields, who's buying Treasuries, and how much pressure bonds are actually under. 2) Ken Leon, Global Director of Research at CFRA, previews big bank earnings this week. 3) Larry McDonald, founder at The Bear Traps Report, joins for an extended discussion on bond market stress, equity moves, and political eco risks. 4) Selma Hepp, Chief Economist at Cotality, talks home sales and the outlook for mortgage rates and refinancing. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more. See omnystudio.com/listener for privacy information.

Featuring: George Goncalves, Managing Director & Head of US Macro Strategy at MUFG Securities Sheila Kahyaoglu, Managing Director of Equity Research at Jefferies Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, October 9th, 2026 Featuring: 1) Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie, joins to talk the Fed, rising rates and yields across the globe, and a French crisis. 2) Ben Kallo, Senior Research Analyst: Sustainable Energy and Mobility at Baird, talks choppiness and trends in sustainable energy and companies he likes in the space. 3) Jurrien Timmer, Director: Global Macro Fidelity Management & Research, joins to chat about the market's opposing forces. 4) Monica Guerra, Head: US Policy at Morgan Stanley Wealth Management, joins to chat about her latest midterm report. See omnystudio.com/listener for privacy information.

Featuring: Dr. Edward Yardeni, President & Chief Investment Strategist at Yardeni Research Ed Al-Hussainy, Portfolio Manager: Fixed Income at Columbia Threadneedle Dr. Nela Richardson, Chief Economist & ESG Officer at ADP See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Alicia Levine, Chief Investment Officer at BNY Wealth Olivia Wassenaar, Partner & Head of Apollo Infrastructure Group at Apollo Global Management Mark Cabana, Head of US Short Rates Strategy at Bank of America Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas George Pollack, Senior Analyst: US Policy at Signum Global Advisors Tiffany Wilding, Managing Director & Economist at PIMCO See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Jack Manley, Global Market Strategist at JP Morgan Asset Management Stephen Stanley, Chief Economist at Santander US Capital Markets Lt. General Rt. Karen Gibson, Advisor at Academy Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, October 6th, 2026 Featuring: 1) Steve Chiavarone, CIO: Global Equities at Federated Hermes, joins to discuss the equity push higher amid a global bond selloff and FX risks in Europe. 2) Martijn Rats, Global Commodities Strategist at Morgan Stanley, discusses upside oil risks amid broader Middle East fighting. 3) Sheila Kayaoglu, Managing Director: Equity Research at Jeffries, on airliners and how oil risks are affecting airline management and travel trends. 4) John Lovallo, Homebuilders and Building Products Specialist at UBS, discusses housing and homebuilding amid rising interest rates. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Suzy Welch, NYU Stern School of Business Professor Torsten Slok, Apollo chief economist See omnystudio.com/listener for privacy information.

Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management Michael Haigh, Managing Director & Global Head: FIC & Commodity Research at Societe Generale Jeffrey Rosenberg, Managing Director & Senior Portfolio Manager: Systematic FI at BlackRock See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, October 2nd, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the September jobs report. 2) Nicole Bachaud, Labor Economist at ZipRecruiter, on US labor and hiring in specific sectors. 3) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US labor and eco outlook. 4) Huw van Steenis, Partner at Apollo, talks Euro economic outlook and learning from Charles Goodhart. See omnystudio.com/listener for privacy information.

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 omnystudio.com/listener for privacy information.

Featuring: Libby Cantrill, Managing Director & Head of Public Policy at PIMCO Neel Kashkari, Federal Reserve Bank of Minneapolis President Amb. Jamieson Greer, US Trade Representative See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Matthew Miskin, Co-Chief Investment Strategist at John Hancock Investment Management Francisco Blanch, Head of Global Commodities & Derivatives Research at Bank of America Stephanie Roth, Chief Economist at Wolfe Research See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 omnystudio.com/listener for privacy information.

Featuring: Dr. Edward Yardeni, President & Chief Investment Strategist at Yardeni Research Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co. Joyce Chang, Chair: Global Research at JPMorgan Securities See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday September 29th, 2026 Featuring: 1) Gary Gensler, MIT Professor and former SEC Chair 2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments 3) Meredith Whitney, CEO at Meredith Whitney Advisory Group 4) Onur Erzan, President and Head of Private Wealth Management at Alliance Bernstein See omnystudio.com/listener for privacy information.

Featuring: Bob Michele, Managing Director, CIO & Head of GFICC at JP Morgan Investment Management Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus & Co. Henrietta Treyz, Co-Founder and Managing Partner of Veda Partners See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonMonday September 28th, 2026 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC 2) Nimrit Kang, CIO at North Star Asset Management 3) Henrietta Treyz, co-founder at Veda Partners 4) Rich Steinmeier, CEO at LPL Financial See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz. See omnystudio.com/listener for privacy information.

Featuring: Peter Tchir, Head of Macro Strategy at Academy Securities Kate Kalutkiewicz, Senior Managing Director of Trade Practice at Mclarty Associates Santiago Pena, President of the Republic of Paraguay See omnystudio.com/listener for privacy information.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, September 25th, 2026 Featuring: 1) Michael Gapen, Chief US Economist at Morgan Stanley 2) Lindsay Newman, Associate Fellow at Chatham House 3) Darius Dale, founder and CEO at 42 Macro 4) Karan Sood, CEO and co-founder of Vest See omnystudio.com/listener for privacy information.