Bloomberg Surveillance

The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, July 23, 2026

Featuring:

1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.

2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.

3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.

4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.

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Listen for instant reaction and analysis of megacap tech earnings from Alphabet and Tesla.

Alphabet reported second-quarter cloud revenue that far surpassed Wall Street’s expectations and said the division’s backlog of contracted business ballooned to more than $500 billion, offering fresh evidence that the company’s massive AI investments are paying off.

Meanwhile, Tesla missed Wall Street’s profit expectations even after a strong quarter of auto sales, a setback for the electric-vehicle maker as it looks to build out new lines of business in robotics, autonomy and AI.

To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Ed Ludlow, Bloomberg Tech co-host
• Keith Naughton, Bloomberg News Auto Reporter
• Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research

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Featuring:

• Max Kettner, Chief Multi-Asset Strategist at HSBC Bank
• Subadra Rajappa, Managing Director & Head of Research-SG Americas at Societe Generale
• John Stankey, Chairman & CEO of AT&T

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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
Wednesday, July 22, 2026

Featuring:

1) Tony Crescenzi, Executive VP, Market Strategist, and Generalist Portfolio Manager at PIMCO, on what he's seeing in bonds and the 10-year outlook.

2) Tina Fordham, founder at Fordham Global Foresight, talks about the latest developments in the Iran war and where we stand in the geopolitical super cycle.

3) Raphael Thuin, Head: Capital Market Strategies at Tikehau Capital, talks private debt and the golden age of credit investing.

4) Mona Mahajan, Senior Investment Strategist with Edward Jones, talks stock market rotations and all eyes on earnings season.

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Featuring:

• Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management
• Francisco Blanch, Head: Global Commodities & Derivatives Research at Merrill Lynch
• Paul Jacobson, General Motors Executive VP & CFO

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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 21, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.
3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case.
4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."

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Featuring:

• Peter Tchir, Director & Head of Macro Strategy at Academy Securities
• Henrietta Treyz, Co-Founder & Director of Economic Policy Research at Veda Partners
• Ron Josey, Senior Internet Analyst at Citigroup Global Markets

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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, July 20, 2026

Featuring:

1) Kay Herr, CIO: US GFICC at JPMorgan Investment Management, joins to break down last week's slew of data and how it's impacting the bond market.

2) Scott Diamond, Co-Head Municipal Fixed Income at Goldman Sachs Asset Management, talks about the supply increase in munis.

3) Henrietta Treyz, co-founder at Veda Partners, joins in studio to discuss Iran escalation and Congress' response, as well as what to expect in this year's Midterms.

4) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about recent market trends and whether geopolitics or other forces are market risks.

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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: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman Sachs Chief Credit Strategist Amanda Lynam.

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Featuring:

• Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
• Jeff Curie, Chief Strategy Officer of Altis Partners
• Dan Ives, Senior Managing Director & Partner of Yorkville Ives & Co.

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