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 SweeneyFriday, May 22, 2026
Featuring:

1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk about his constructive view on risk assets and whether the bond market will turn around.
2) Win Thin, Chief Economist at Bank of Nassau, talks about potential pockets of demand destruction across the US and global economies.
3) Arkady Gevorkyan, VP: Research at Citi, joins to discuss his non-consensus bullish view on sugar and discusses the broader commodity outlook.
4) Carole Streicher, Deal Advisory & Strategy Service Group Leader for KPMG, joins in studio to discuss the firm's findings on how AI is impacting tax and PE firms.

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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 Admiral James Stavridis and Sheila Kahyaoglu

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Featuring

• Steven Cook, Senior Fellow:Middle East & Africa Studies, Council on Foreign Relations
• William Dudley, BBO/Bloomberg Economics & Former NY Fed President
• Sonal Desai, Fixed Income CIO, Franklin Templeton

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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, May 26, 2026
Featuring:
1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs
2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research
3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries
4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy Admiral

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Levitt & Dan Ives.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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, May 27, 2026
Featuring:

1) John Ryding, Chief Economic Advisor at Brean Capital, joins to offer his US economic outlook as US stocks eye their best weekly run since 2023.
2) Dan Ives, Global Head: Technology at Wedbush Securities, wraps the week in Nvidia earnings and major tech IPOs.
3) Natasha Sarin, President and co-founder at Yale Budget Lab, discusses the new report from YBL on carried interest and can comment on recent Trump admin economic policies as well as the Trump-IRS case.
4) Rich Steinmeier, CEO at LPL Financial, discusses how he's managing wealth management entering a scale-driven era and the next phase of growth in the industry.

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Featuring:

• Peter Tchir, Director & Head: Macro Strategy at Academy Securities
• Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
• Dermot McDonogh, CFO of BNY

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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 Frank Lee & Mandeep Singh.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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, May 21, 2026
Featuring:

1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.
2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.
3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.
4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.

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Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday.

Though analysts estimated $87 billion on average, projections ranged as high as $96 billion, according to data compiled by Bloomberg.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Emily Graffeo speak with:

• Ed Ludlow, Bloomberg Tech co-host
• Paul Meeks, Head of Technology Research at Freedom Capital Markets
• Jay Goldberg, Seaport Research Partners
• Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst

See omnystudio.com/listener for privacy information.