Bloomberg Surveillance

The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, April 24th, 2026

Featuring:

1) Kay Herr, CIO: US GFICC at JPMorgan, talks about market fundamentals remaining strong, as well as the outlook for Fed policy amid the Iran war.

2) Elisabeth Reynolds, MIT Professor, discusses her new book on "priority technologies" for the United States and the global industrial and supply chain battle.

3) Winnie Cisar, Global Head of Strategy at CreditInsights, talks about fading the credit rally and being careful to mistake calm for clarity.

4) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US economic and labor risks.

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Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.

Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents.

The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations.

Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78.

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

• Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani
• Bloomberg Tech co-host Ed Ludlow

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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 our conversations with Anna Wong & Marc Champion.

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

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Featuring: 

• Keith Lerner, CIO & Chief Market Strategist at Truist Advisory Services 
• Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation 
• Paul Sankey, Lead Analyst at Sankey 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 Sweeney
Thursday, April 23rd, 2026

Featuring:

1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, joins for an extended discussion on the market zoning in on AI.

2) Paul Sankey, founder at Sankey Research, joins to talk energy and oil prices amid US-Iran deadlocked talks.

3) Michael Purves, CEO and founder at Tallbacken Capital Advisors, joins to discuss his weekly volatility note, the "convexity conundrum," and how AI is affecting jobs.

4) Nisha Patel, SMA Fixed Income portfolio Manager at Parametric, on high quality duration and tax efficiency.

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Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business.

Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations.

Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years. 

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

• Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst
• Ed Ludlow, Bloomberg Tech co-host
• Ross Gerber, President and CEO at Gerber Kawasaki 

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Featuring: 

• James Bullard, Former St. Louis Fed President & Dean of the Mitch Daniels School of Business at Purdue University 
• Mark Esper, Former US Secretary of Defense 
• 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 Sweeney
Wednesday, April 22nd, 2026

Featuring:
1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines.

2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war.

3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook.

4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair.

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President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to expire, even as plans for a fresh round of talks between the two countries fell apart.

In a Truth Social post, Trump said Tuesday he would maintain a blockade over ships coming to and from Iran in the Strait of Hormuz. He said Pakistan, which had mediated between the two sides, asked for the US to hold off on fresh strikes and he was extending the ceasefire until Iran submits a new proposal “and discussions are concluded, one way or the other.”

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

• Wendy Benjaminson, Bloomberg News Senior Editor
• Terry Haines, Pangaea Policy Founder
• Adam Farrar, Bloomberg Economics Senior Geoeconomics Analyst
• Ambassador James F. Jeffrey, Philip Solondz Distinguished Fellow at The Washington Institute

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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 our conversations with PwC’s Alexis Crow & Ed Ludlow of Bloomberg News. 

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

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