Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Inflation and Geopolitics Impact Markets May 14, 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 SweeneyThursday, May 14, 2026
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about markets and a new era for the Fed.
2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, talks about his global equity views and diversifying in the US and abroad.
3) Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution at Stanford University, on the Trump-Xi meeting.
4) Mark Howard, Senior Multi-Asset Strategist at BNP Paribas, joins for a discussion on credit markets amid hot inflation readings and geopolitical uncertainty from Trump's Xi meeting.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 13th, 2026 May 13, 2026

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Featuring:

Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale
Dr. Seth Carpenter, Managing Director & Global Head: Macro Research at Morgan Stanley
Theirry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Simon White & Ben McMillan May 13, 2026

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Simon White & Ben McMillan.

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

See omnystudio.com/listener for privacy information.

Private Credit Stress Test as Market Carries On May 13, 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 SweeneyWednesday, May 13, 2026
Featuring:
1) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about the private credit "stress test" and whether there are contagion concerns.
2) Ben McMillan, CIO at IDX Advisors, brings us into the market open and discusses whether the market's really concerned about echoes of a dot-com bubble.
3) Neil Sutherland, Head of US Fixed Income at Schroders, talks about the fixed income "reset" and where he's finding value in credit.
4) Brian Wieser, founder at Madison & Wall, joins for a discussion on the ever-changing advertising business as the ad upfront kicks off.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 12th, 2026 May 12, 2026

Show notes

Featuring:

Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute
Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution
Michael Gapen, Managing Director & Chief US Economist at Morgan Stanley

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Ed Yardeni & Constance Hunter May 12, 2026

Show notes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ed Yardeni & Constance Hunter.

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

See omnystudio.com/listener for privacy information.

Markets Price in April CPI May 12, 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 SweeneyTuesday, May 12, 2026
Featuring:
1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook.
2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&P call to 8250, the highest on Wall Street.
3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test.
4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Wei Li & Leslie Vinjamuri May 11, 2026

Show notes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with BlackRock’s Wei Li & Leslie Vinjamuri of the Chicago Council of Global Affairs.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 11th, 2026 May 11, 2026

Show notes

Featuring:

Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Rachel Ziemba, Adjunct Senior Fellow at the Center for A New American Security
Roukaya Ibrahim, Chief Strategist: Commodity & Energy Strategy for BCA Research

See omnystudio.com/listener for privacy information.

US & Iran Wrangle Over Deal Terms to End War May 11, 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, May 11th, 2026
Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, talks equity resilience and opportunities in emerging markets.

2) Leslie Vinjamuri, President & CEO at Chicago Council of Global Affairs, weighs in on stalled peace talks between Washington and Tehran.

3) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses what tech earnings reveal about the state of the AI buildout.

4) Mabrouk Chetouane, Head of Global Market Strategy at Natixis Investment Managers, on what markets participants will be watching for during President Trump's state visit to China.

See omnystudio.com/listener for privacy information.

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