Bloomberg Surveillance

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

In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry.

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

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Featuring:

• Michael Darda, Managing Director and Chief Economist at Roth Capital Partners
• Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James
• Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, January 26th, 2026

Featuring:
1) Seth Carpenter, Global Head of Macro Research at Morgan Stanley, discusses the outlook for US growth and the Fed's path ahead.

2) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, examines the fallout of this weekend's ICE shooting in Minnesota.

3) Brian Belski, CEO and CIO at Humilis Investment Strategies, on how attractive valuations are creating tailwinds for small and mid cap equities.

4) Janno Lieber, MTA Chair & CEO, on the agency's post-snowstorm recovery efforts.

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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 Chris Whalen & Joe Quinlan.

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

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Featuring:

• Terry Haines, Founder of Pangaea Policy
• Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC
• Duncan Edwards, CEO of British American Business

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, January 23rd, 2026

Featuring:
1) Joe Quinlan, Head of CIO Market Strategy at Merrill and Bank of America Private Bank, talks equity market strength and sector rotation.

2) Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses bond market resilience and her expectations for next week's FOMC meeting.

3) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, examines how President Trump’s second term policies are reshaping both the economic and investing landscape.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post expose on price gouging ahead of this weekend's winter storm, and a Business Insider story on Bojangles wanting New Yorkers to ditch their bagels for biscuits.

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Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.
First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share.

Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback.

Intel shares fell about 5% in extended trading Thursday following the report.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.

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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 conversation with Rebecca Patterson of the Council on Foreign Relations. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Chris Wright, US Secretary of Energy
• Howard Lutnick, US Secretary of Commerce
• Brian Moynihan, Bank of America Chairman and CEO

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, January 22nd, 2026

Featuring:
1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates, discusses how policy unpredictability could reshape global demand for US assets.2) Wendy Schiller, Professor of Political Science at Brown University, on the Supreme Court's deliberations over efforts to fire Fed Governor Lisa Cook.3) Jane Foley, Head of FX Strategy at Rabobank, on the renewed debate over the dollar’s safe haven status amid US-Europe tensions.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Duke University suing its star quarterback, and a New York Times story on federal regulators taking aim at late-night TV.

See omnystudio.com/listener for privacy information.