Bloomberg Surveillance

US employers unexpectedly cut jobs in February and the unemployment rate rose, raising doubts about the health of the labor market. Nonfarm payrolls decreased 92,000 last month after a strong start to the year, according to Bureau of Labor Statistics data out Friday. The unemployment rate climbed to 4.4%. The decline in payrolls partly reflected a decrease in health care employment due to strike activity.

Bloomberg Surveillance broke the numbers and got instant reaction from:

• Claudia Sahm, Chief Economist at New Century Advisors
• Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management
• Jennifer Lee, Senior Economist at BMO Capital Markets

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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 Brean Capital’s John Ryding & Wayne Sanders of Bloomberg Intelligence.

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

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Featuring:

• Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co
• Victoria Gardner Coates, Former US Deputy National Security Advisor
• Jed Dorsheimer, Head of Energy & Sustainability at William Blair & 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 Sweeney
Thursday, March 5th, 2026

Featuring:
1) John Ryding, Chief Economic Advisor at Brean Capital, examines the relationship between geopolitical shock and economic resilience.
2) Fiona Greig, Global Head of Policy & Research at Vanguard, discusses the state of the American labor market.
3) Wendy Schiller, Professor of Political Science at Brown University, on midterm primaries and the Senate's rejection of a war powers resolution.
4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, discusses military escalation in the Persian Gulf and the Strait of Hormuz.

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Featuring:

• Sebastien Page, Chief Investment Officer & Head of Global Multi-Asset at T. Rowe Price
• Jonathan Lieber, Managing Director & Head of Research at Eurasia Group
• US Federal Reserve Governor Stephen Miran

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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 Paul Sweeney & Norah Mulinda
Wednesday, March 4th, 2026

Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, discusses using real asset equities as a geopolitical hedge.
2) Debbie Cunningham, CIO: Global Liquidity Markets at Federated Hermes, discusses structural shifts in cash management.
3) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses why conflict in the Middle East is not expected to be stagflationary for the US.
4) Angie Gildea, Oil & Gas Leader at KPMG, assesses the disruption risks of a Strait of Hormuz closure.
5)Liana Fix, Senior Europe Fellow at the Council on Foreign Relations, on European criticism of the Iran conflict and Germany's resurgence as a military powerhouse.

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Featuring:

• Torsten Slok, Partner & Chief Economist at Apollo Management
• USMC Retired Major General Mastin Robeson
• Ryan Petersen, Chairman, CEO & Founder of Flexport Inc.

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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, March 3rd, 2026

Featuring:
1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum.
2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets.
3) Ali Safavi, President of Near East Policy Research & Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran.
4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation.
5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.

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Featuring:

• Norman Roule, Senior Adviser: Warfare & Terrorism Program for the Center for Strategic & International Studies
• Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East
• Stephen Schork, President & Founder of the Schork 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 & Alexis Christoforous
Monday, March 2nd, 2026

Featuring:
1) Javier Blas, Bloomberg Opinion Energy & Commodities Columnist, on Oil Prices Will Get Nasty But This Won't Be a Shock
2) Henrietta Treyz, Co-Founder at Veda Partners, on the domestic reaction to US strikes on Iran
3) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on the market reaction to this weekend's strike
4) Ethan Bronner, Bloomberg News Israel Bureau Chief, on Israel Hits Lebanon as New Front Opens in Widening Regional War

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