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

In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Eric Van Nostrand of Lazard Asset Management. 

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

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Featuring:

• Republican Congressman French Hill of Arkansas
• Federal Reserve Governor Christopher Waller
• Dan Jorgensen, European Commission Energy Commissioner

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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
Friday, March 6th, 2026

Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, react to the February jobs report.
2) Eric Van Nostrand, Chief Investment Officer at Lazard Asset Management, assesses how geopolitical risk is weighing on markets.
3) Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on the importance of the ‘front page risk vs. bottom line risk’ framework.
4) Brian Gardner, Chief Washington Policy Strategist at Stifel, reacts to Congress striking down the Iran war powers measure.

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US employers unexpectedly cut jobs in February and the unemployment rate rose, raising doubts about the health of the labor market. Nonfarm payrolls decreased 92,000 last month after a strong start to the year, according to Bureau of Labor Statistics data out Friday. The unemployment rate climbed to 4.4%. The decline in payrolls partly reflected a decrease in health care employment due to strike activity.

Bloomberg Surveillance broke the numbers and got instant reaction from:

• Claudia Sahm, Chief Economist at New Century Advisors
• Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management
• Jennifer Lee, Senior Economist at BMO Capital Markets

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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 our conversations with Brean Capital’s John Ryding & Wayne Sanders of Bloomberg Intelligence.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co
• Victoria Gardner Coates, Former US Deputy National Security Advisor
• Jed Dorsheimer, Head of Energy & Sustainability at William Blair & Co

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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, March 5th, 2026

Featuring:
1) John Ryding, Chief Economic Advisor at Brean Capital, examines the relationship between geopolitical shock and economic resilience.
2) Fiona Greig, Global Head of Policy & Research at Vanguard, discusses the state of the American labor market.
3) Wendy Schiller, Professor of Political Science at Brown University, on midterm primaries and the Senate's rejection of a war powers resolution.
4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, discusses military escalation in the Persian Gulf and the Strait of Hormuz.

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Featuring:

• Sebastien Page, Chief Investment Officer & Head of Global Multi-Asset at T. Rowe Price
• Jonathan Lieber, Managing Director & Head of Research at Eurasia Group
• US Federal Reserve Governor Stephen Miran

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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 Paul Sweeney & Norah Mulinda
Wednesday, March 4th, 2026

Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, discusses using real asset equities as a geopolitical hedge.
2) Debbie Cunningham, CIO: Global Liquidity Markets at Federated Hermes, discusses structural shifts in cash management.
3) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses why conflict in the Middle East is not expected to be stagflationary for the US.
4) Angie Gildea, Oil & Gas Leader at KPMG, assesses the disruption risks of a Strait of Hormuz closure.
5)Liana Fix, Senior Europe Fellow at the Council on Foreign Relations, on European criticism of the Iran conflict and Germany's resurgence as a military powerhouse.

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Featuring:

• Torsten Slok, Partner & Chief Economist at Apollo Management
• USMC Retired Major General Mastin Robeson
• Ryan Petersen, Chairman, CEO & Founder of Flexport Inc.

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