Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: September 14th, 2026 Sep 14, 2026

Show notes

Featuring:

Lori Calvasina, Managing Director & Head of US Equity Strategy at RBC Capital Markets
Jennifer Huddleston, Senior Research Fellow at the Cato Institute
US Energy Secretary Christopher Wright

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The Shifting AI and Energy Trades Sep 14, 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
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.

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Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security Sep 12, 2026

Show notes

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.

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Bloomberg Surveillance TV: September 11th, 2026 Sep 11, 2026

Show notes

Featuring:

David Kelly, Chief Global Strategist at JPMorgan Asset Management
Tiffany Wilding, Economist at PIMCO
Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management

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CPI and National Security since 9/11 Sep 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 Sweeney
Friday, September 11th, 2026

Featuring:

1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Max Kettner, Chief Multi-Asset Strategist at HSBC, and Constance Hunter, Chief Economist and Head of Research at Economist Enterprise, react to CPI and talk US inflation.

2) Tom Michaud, CEO at KBW, talks about leading his firm, their strategy, and reflects on the lives lost from KBW on 9/11.

3) Jack Devine, former CIA Director at founder at The Arkin Group, reflects on 25 years since 9/11 and the current state of US national security.

4) Joe Daniels, former President and CEO of the National September 11 Memorial & Museum, joins to discuss 25 years since 9/11 and how the memorial at Ground Zero continues to remember the lives of victims.

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Bloomberg Surveillance TV: September 10th, 2026 Sep 10, 2026

Show notes

Featuring:

Mike Reid, Senior US Economist at RBC Capital Markets
Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
Gene Munster, Managing Partner at Deepwater Asset Management

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PPI and Market and Geopolitical Risks Sep 10, 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 Sweeney
Thursday, September 10th, 2026

Featuring:

1) Greg Peters, CIO at PGIM Credit, reacts to PPI and discusses bond market warnings.

2) Tina Fordham, founder at Fordham Global Foresight, joins for an extended discussion about her new book "Mad World" and geopolitical and US political headlines ahead of the midterms.

3) Heath Terry, Head of Tech & Research at Citi, talks agentic AI, data center moratoriums, and other tech headlines.

4) Molly Pieroni, Partner at Yacktman Asset Management, offers her stock picks and gives her market outlook.

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Bloomberg Surveillance TV: September 9th, 2026 Sep 09, 2026

Show notes

Featuring:

Mike Wilson, Chief US Equity Strategist & Chief Investment Officer at Morgan Stanley
Bruce Van Saun, CEO of Citizens Financial Group
Mike Feroli, Chief US Economist at JPMorgan

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Rate and Market Uncertainty Sep 09, 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 Sweeney
Wednesday, September 9th, 2026

Featuring:

1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about S&P headwinds and her 2H market call.

2) Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his views of this week's inflation data and whether the Fed might make a mistake in raising rates.

3) Omar Aguilar, CEO and CIO of Schwab Asset Management, talks his macro, equity, and fixed income outlooks.

4) Bill Cohan, Author of the new book Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street.

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Bloomberg Surveillance TV: September 8th, 2026 Sep 08, 2026

Show notes

Featuring:

Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management
Gil Luria, Head of Technology Research at DA Davidson
Stephen Stanley, Chief Economist at Santander US Capital Markets

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