Bloomberg Surveillance

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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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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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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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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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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In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.

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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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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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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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Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
• Ed Ludlow, Bloomberg Tech co-host

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