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 SweeneyTuesday, October 6th, 2026
Featuring:

1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion about the structural equity bull market.
2) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about growing debt pressures across Europe and contagion risks.
3) Tiffany Wilding, Economist: North America at PIMCO, talks economic growth and risk cycles.
4) Steven Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, talks FX moves amid a euro crisis and whether a Fed rate hike is a mistake.

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Featuring:

• Jack Manley, Global Market Strategist at JP Morgan Asset Management
• Stephen Stanley, Chief Economist at Santander US Capital Markets
• Lt. General Rt. Karen Gibson, Advisor at Academy Securities

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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
Tuesday, October 6th, 2026

Featuring:

1) Steve Chiavarone, CIO: Global Equities at Federated Hermes, joins to discuss the equity push higher amid a global bond selloff and FX risks in Europe.

2) Martijn Rats, Global Commodities Strategist at Morgan Stanley, discusses upside oil risks amid broader Middle East fighting.

3) Sheila Kayaoglu, Managing Director: Equity Research at Jeffries, on airliners and how oil risks are affecting airline management and travel trends.

4) John Lovallo, Homebuilders and Building Products Specialist at UBS, discusses housing and homebuilding amid rising interest rates.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests:

• Suzy Welch, NYU Stern School of Business Professor
• Torsten Slok, Apollo chief economist

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Featuring:

• Seema Shah, Chief Global Strategist at Principal Asset Management
• Michael Haigh, Managing Director & Global Head: FIC & Commodity Research at Societe Generale
• Jeffrey Rosenberg, Managing Director & Senior Portfolio Manager: Systematic FI at BlackRock

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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, October 2nd, 2026

Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the September jobs report.

2) Nicole Bachaud, Labor Economist at ZipRecruiter, on US labor and hiring in specific sectors.

3) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US labor and eco outlook.

4) Huw van Steenis, Partner at Apollo, talks Euro economic outlook and learning from Charles Goodhart.

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The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs.  

Nonfarm payrolls increased 29,000 last month after a downward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. That missed all estimates in a Bloomberg survey of economists. 

The unemployment rate rose to 4.2%, partly reflecting a growing workforce. 

Bloomberg’s Tom Keene and Paul Sweeney get reaction from: 

• Claudia Sahm, Chief Economist at New Century Advisors 
• Rebecca Patterson, Senior Fellow at Council on Foreign Relations 
• Kristina Campmany, Senior Portfolio Manager at Invesco

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Featuring:

• Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
• Neel Kashkari, Federal Reserve Bank of Minneapolis President
• Amb. Jamieson Greer, US Trade Representative

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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, October 1st, 2026
Featuring:

1) Cam Harvey, Professor of Finance at Duke University's Fuqua School of Business, joins to talk about the yield curve and ten-year.
2) Kate Luft, Head of Retail Banking and Citigold, talks relationship banking and CIO views.
3) John Kartsonas, Founder Managing Partner at Breakwave Partners, talks about managing the world's top performing ETF of 2026 (BWET) and how he's understanding activity in the Strait of Hormuz. 4) Jack Devine, founder at The Arkin Group, discusses Israel-Gaza, the war in Ukraine, and how the US is managing geopolitical conflicts.

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Featuring:

• Matthew Miskin, Co-Chief Investment Strategist at John Hancock Investment Management
• Francisco Blanch, Head of Global Commodities & Derivatives Research at Bank of America
• Stephanie Roth, Chief Economist at Wolfe Research

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