Bloomberg Surveillance

• Vincent Reinhart, Chief Economist at BNY 
• Dan Skelly, Managing Director at Morgan Stanley Wealth Management 
• Mona Mahajan, Head of Investment Strategy at Edward Jones 
• Peter Supino, Senior Analyst at Wolfe Research 

Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 23rd, 2025

Featuring:
1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.

2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.

3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

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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 JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets. 

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• Federal Reserve Governor Stephen Miran 
• Neil Dutta, Head of US Economic Research at Renaissance Macro Research
• Marvin Loh, Senior Strategist: Global Macro at State Street 
• Patrick McHenry, Former Chair of the House Financial Services Committee 

Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.

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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, December 22nd, 2025

Featuring:
1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.

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• US Trade Representative Jamieson Greer 
• Ohsung Kwon, Chief Equity Strategist, Wells Fargo 
• Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations 
• Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group 

US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, discusses the European Union’s deal to fund a 90 billion euro loan to Ukraine. Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, shares why she doesn’t believe investors should give up on AI in the year ahead.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, December 19th, 2025

Featuring:
1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility.

2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence.

3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examines how rate cut hopes and tech uncertainty are shaping equity market swings.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on YouTuber-turned-Boxer Jake Paul facing former world champion Anthony Joshua tonight, and a Bloomberg News story on new online scams targeting travelers.

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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 Anna Wong, Chief US Economist for Bloomberg Economics. 

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

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Featuring: 

• Brent Schutte, Chief Investment Officer, Northwestern Mutual Wealth Management
• Henrietta Treyz, Director of Economic Policy Research, Veda Partners
• Erika Najarian, Financial Sector Research Head
• Pooja Kumra TD Securities European & UK Rates Senior Strategist

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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, December 18th, 2025

Featuring:
1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish outlook for US equities into 2026.3) Dan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Trump Media & Technology Group's announced merger with TAE Technologies.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Financial Times reporting on a prominent New York investor being approached with by a major WBD shareholder, and a Wall Street Journal story on wealthy renters are customizing their spaces.

See omnystudio.com/listener for privacy information.