Bloomberg Surveillance

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 6th, 2026
Featuring:
1) Joe Davis, Global Chief Economist at Vanguard, on the global inflation backdrop.

2) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Asset Management, discusses opportunities in fixed income.

3) Andrew Slimmon, Head of Applied Equity Advisors at Morgan Stanley Investment Management, examines why AI remains a bull-market driver.

4) Becca Wasser, Defense Lead for Bloomberg Economics, previews this week's NATO summit in Turkey.

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Featuring:

• Peter Tchir, Director & Head of Macro Strategy at Academy Securities
• Priya Misra, Managing Director & Portfolio Manager at JP Morgan Investment Management
• Stephanie Roth, Chief Economist at Wolfe Research

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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 SweeneyThursday, July 2, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Katy Kaminski, Chief Research Strategist at AlphaSimplex, and Kristina Campmany, Senior Portfolio Manager: Global Debt at Invesco, react to the June jobs report.
2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses why she expects more upside surprise in the stock market.
3) Lia Taniguchi, Head of Labor Research at Bullhorn, talks the firm's findings on the recent hiring slowdown and the labor market's biggest outlier.

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Featuring:

• Victoria Fernandez, Chief Market Strategist at Crossmark Global
• Angelo Zino, Senior VP & Head: Technology at CFRA
• Ivan Espinosa, President & CEO of Nissan Motor 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 SweeneyWednesday, July 1, 2026
Featuring:

1) Michael Purves, CEO and founder, Tallbacken Capital Advisors, joins to discuss market volatility, his S&P target, and potential for a market pullback.
2) Jill Carey Hall, Equity Strategist and Head: US SMID Strategy at Bank of America, joins to talk about her mid-year outlook for small cap stocks.
3) Lindsey Piegza, Chief Economist at Stifel, previews the jobs report and discusses her long-before-consensus rate hike call.
4) Jay Pelosky, Founder and Principal at TPW Advisory, talks about the US macro view and US debasement trade.

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Featuring:

• John Stoltzfus, Managing Director & Chief Investment Strategist at Oppenheimer & Co.
• Dan Ives, Managing Director & Global Head: Technology Research at Wedbush Securities
• Rebecca Babin, Managing Director & Senior Equity Trader at CIBC Private Wealth Group

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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, June 30, 2026
Featuring:

1) Bob Michele, CIO: and Head of GFICC at JPMorgan Investment Management, talks about the probability of an economic expansion and the 10-year range
2) Chris Marangi, Co-CIO: Value at Gabelli Funds, joins for a discussion on value investing and the three T's in macro markets.
3) Ellen Wald, Senior Fellow at the Atlantic Council, discusses why oil dropped so fast, the president's accusations of price gouging, and why there isn't a lot of gasoline right now.
4) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks market rebalancing and inflation threats amid a new Fed regime.

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Featuring:

• Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth
• Momei Qu, Managing Director: PSP Growth at PSP Capital Partners
• Nur Cristiani, Head of LATAM Investment Strategy at JP Morgan Securities

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The US Supreme Court ruled that Federal Reserve Governor Lisa Cook can stay in her job for now, reinforcing the central bank’s independence from the White House and dealing a setback to President Donald Trump.
In a separate ruling, the court expanded the president’s power to fire top government officials at other federal agencies.
Voting 5-4, the high court said Cook can remain at the Fed while she fights Trump’s bid to oust her over unproven mortgage fraud allegations. Chief Justice John Roberts and Justice Brett Kavanaugh joined the three liberals in the majority.

Bloomberg's Paul Sweeney and Scarlet Fu got reaction from:

• June Grasso, Bloomberg Law Host
• Elliot Stein, Bloomberg Intelligence litigation analyst 
• Tyler Kendall, Bloomberg Washington correspondent 
• Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor

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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, June 29, 2026
Featuring:
1) Aditya Bhave, Head: US Economics at Bank of America, joins to discuss why his team is changing their rate call to multiple rate hikes this year.
2) Alicia Levine, CIO at BNY Wealth, talks about her S&P call and the sustainability of the equity rally.
3) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks whether AI is a bubble or true market revolution.
4) Chad Beynon, Senior Gaming, Lodging, and Theaters Analyst at Macquarie, talks about how the World Cup is benefitting the US sports betting market and which stocks stand to benefit.

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