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, February 6th, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.
2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.
3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.
4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.
5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.

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Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated.The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal and James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capita

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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 Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. 

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

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Featuring:

• Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab
• Chris Caso, Managing Director: Semiconductors at Wolfe Research
• Edward Mills, Managing Director & Washington Policy Analyst for Raymond James

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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, February 5th, 2026

Featuring:

1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.

3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.

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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 Steve Englander & Meredith Whitney. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Libby Cantrill, Managing Director and Head of Public Policy at PIMCO
• Gene Seroka, Port of Los Angeles Executive Director
• James Egelhof, Chief US Economist at BNP Paribas

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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 4th, 2026

Featuring:

1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data.

2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis.

3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.

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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 Cornell University’s Eswar Prasad & Jed Kolko of the Peterson Institute for International Economics. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Steven Englander, Standard Chartered Bank, Global Head: G10 FX Research
• Terry Haines, Founder of Pangaea Policy
• Yelena Shulyatyeva, Senior US Economist for The Conference Board

See omnystudio.com/listener for privacy information.