Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Markets Ready for Fed and Tech Earnings Jul 29, 2026

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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, 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.

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Bloomberg Surveillance TV: July 28th, 2026 Jul 28, 2026

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Featuring:

Cameron Dawson, CIO of NewEdge Wealth
Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations
Matthew Hornbach, Managing Director & Global Head: Macro Strategy at Morgan Stanley

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Market Choppiness Ahead of Fed and Earnings Jul 28, 2026

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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, July 28, 2026
Featuring:
1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, join together for an extended markets discussion, talking markets chop and options market pricing.
2) Jay Hatfield, CEO at Infrastructure Capital Management, talks about why it would be "incredibly stupid" for the Fed to raise rates this year.
3) Laura Mayfield, Senior Portfolio Manager, Securitized Products at Port Washington Investment Advisors, on value perception and market pressure points.
4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, brings us into the market open and discusses consumer resilience and the labor market.

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Bloomberg Surveillance TV: July 27th, 2026 Jul 27, 2026

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Featuring:

Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at Bank of America Securities
Tobin Marcus, Head of Policy & Politics at Wolfe Research
Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus

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Markets Face Central Bank and Earnings Volatility Jul 27, 2026

Show notes

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, 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.

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Tariffs and Geopolitics and the Market Intersection Jul 27, 2026

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, July 24, 2026

Featuring:

1) Joe Lavorgna, Chief Economist as SMBC Nikko Securities, joins for a discussion on President Trump's new tariff plan and whether the President can execute his economic policy effectively amid the war in Iran.

2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices).

3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher.

4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.

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Bloomberg Money: Inflation Angst Returns & Micron Millionaires Jul 24, 2026

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset Management

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Bloomberg Surveillance TV: July 24th, 2026 Jul 24, 2026

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Featuring:

Keith Lerner, Chief Investment Officer at Truist Advisory Services
Monica Guerra, Executive Director & Head: US Policy at Morgan Stanley
Republican Senator from Pennsylvania Dave McCormick

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Bloomberg Surveillance TV: July 23rd, 2026 Jul 24, 2026

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Featuring:

Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management
Arkansas Republican Congressman French Hill
Sophia Kearney-Lederman, Senior Economist at FHN Financial

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AI Spending Spooks the Market Jul 23, 2026

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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, July 23, 2026

Featuring:

1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.

2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.

3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.

4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.

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