Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 21st, 2025
Featuring:

• Skylar Montgomery-Koning, FX Strategist at Barclays, talks about whiplash in FX markets and dollar moves
• Jennifer Lee, Senior Economist at BMO Capital Markets, talks about tariff reversals and how the US and Canadian economies could fare in the face of 25% tariffs on Canada and Mexico
• Lori Calvasina, Chief US Equity Strategist with RBC Capital Markets, joins for an extended discussion on markets and the economy
• Dan Tannebaum, partner at Oliver Wyman, joins from Davos to discuss global security in a second Trump term and priorities of global leaders

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Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump.

On this edition, Joe and Kailey speak with:

• Former-Trump Energy Secretary Dan Brouillette
• Lindsay Chervinsky, Executive Director of the George Washington Presidential Library
• Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub
• Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District
• United States Senator Bill Hagerty (R-TN)

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In the 1950s, a businessman, looking for a new way to settle his lunch tab, sparked a payments revolution and paved the way for today’s cashless economy. Now, the growing use of stablecoins like USDC is leading businesses and consumers to an era of digital payments that’s even faster and cheaper than a credit card.

This episode is sponsored by Coinbase.

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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 Wei Li and Ian Bremmer

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Isaac Boltansky, BTIG Director: Policy ResearchJane Foley, Rabobank Head: FX StrategyMatt Miskin, John Hancock Investment Management Co-Chief investment strategist
BTIG's Isaac Boltansky talks changing policy as President-elect Trump takes office. Jane Foley of Rabobank talks FX impact of a new administration in the US. Matt Miskin of John Hancock breaks down the week in markets.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 17th, 2025
Featuring:

• Wei Li, Chief Investment Strategist at BlackRock
• Ian Bremmer, founder at Eurasia Group
• Katy Kaminski, Chief Research Strategist at AlphaSimplex
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management

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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 Michael Nathanson

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-David Lebovitz, VP - Global Market Strategist, JP Morgan Asset Management
-Rich Clarida, PIMCO Global Economic Advisor / Former Federal Reserve Vice Chairman
-Frances Donald, Chief Economist, RBC

David Lebovitz from JP Morgan Asset Management talks markets. PIMCO's Rich Clarida talks Fed policy. Frances Donald, RBC's Chief Economist breaks down retail sales.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 16th, 2025
Featuring:

• Cam Dawson, CIO at NewEdge Wealth
• Michael Nathanson, Senior Research Analyst at MoffettNathanson
• Ethan Bronner, Bloomberg News Israel bureau chief
• Lisa Mateo on newspapers

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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 Michael Darda & Peter Tchir.

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