Bloomberg Surveillance

Featuring:

• Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations
• Alicia Reese, Senior VP: Equity Research at Wedbush Securities
• Jitania Kandhari, Managing Director & Deputy CIO: Solutions & Multi-Asset at Morgan Stanley Investment Management

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The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.

Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.

The justices didn’t address the extent to which importers are entitled to refunds, leaving it to a lower court to sort out those issues. If fully allowed, refunds could total as much as $170 billion - more than half the total revenue Trump’s tariffs have brought in.

For instant reaction and analysis, Bloomberg Intelligence co-hosts Paul Sweeney and Scarlet Fu, o speak with:

- Bloomberg Washington correspondent Tyler Kendall
- Bloomberg Legal Analyst and host of Bloomberg Law June Grasso
- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners
- Dave Townsend, Partner with Dorsey & Whitney

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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, February 20th, 2026

Featuring:
1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses AI disruption fears and the outlook for European growth.
2) Lindsey Piegza, Chief Economist at Stifel, on how the latest economic data will weigh on the Fed's path ahead.
3) Jane Foley, Head of FX Strategy at Rabobank, talks de-dollarization and currency positioning trends.
4) Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics, examines the US military buildup in the Middle East.

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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 Charles Schwab’s Liz Ann Sonders and Mishal Husain of Bloomberg News. 

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

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Featuring:

• Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures
• Edward Mills, Managing Director & Washington Policy Analyst at Raymond James
• Daniel Flax, Managing Director & Senior Analyst: Research at Neuberger Berman Group

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 19th, 2026
Featuring:
1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses why rotation is the new momentum trade.
2) Wendy Schiller, Professor of Political Science at Brown University, on President Trump's political calculus ahead of midterm elections.
3) George Patterson, CIO: Quantitative Solutions at PGIM, examines the US macro environment and the risks around AI disruption.
4) Mishal Husain, Host of Bloomberg's 'The Mishal Husain Show', on the arrest of former Prince Andrew.

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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 Nouriel Roubini & Rebecca Patterson.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services
• Mitchell Green, Founder and Managing Partner at Lead Edge Capital
• Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth

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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, February 18th, 2026
Featuring:
1) Nouriel Roubini, Chairman & CEO at Roubini Macro Associates, joins for an extended conversation on the global inflation backdrop and the risks posed by AI and tariffs
2) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, examines diversification away from US tech.
3) Tina Fordham, Founder at Fordham Global Foresight, on the latest negotiations between US and Iran, as well as Russia-Ukraine talks.
4) Jay Timmons, President & CEO of the National Association of Manufacturers, on NAM's 2026 State of Manufacturing tour.

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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 Berenberg’s Holger Schmieding & Dan Skelly of Morgan Stanley. 

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

See omnystudio.com/listener for privacy information.