Bloomberg Surveillance

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

In this episode, we feature our conversations with Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Sheila Kahyaoglu, Senior Equity Research Analyst, Jefferies
• Rep. French Hill (R-AR)
• Elizabeth Economy, Hoover Institution Senior Fellow, US Commerce Department Former Senior China adviser

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, December 17th, 2025

Featuring:
1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble.

2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026.

3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Costco's vacation packages, and a Bloomberg News story on how high coffee prices are changing how people get their daily brew.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversations with Rosenberg Research founder David Rosenberg & Martha Gimbel of the Yale Budget Lab.

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

See omnystudio.com/listener for privacy information.

• Frances Donald, Chief Economist at RBC 
• Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income 
• Terry Haines, Founder at Pangaea Policy 
• Elyas Galou, Senior Investment Strategist at BofA Securities 
• Lucy Baldwin, Global Head of Research at Citi 

Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 16th, 2025

Featuring:
1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Hermès Birkin and Kelly handbags are so scarce that they're beating gold and the S&P 500.

See omnystudio.com/listener for privacy information.

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
• Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners 
• Pooja Sriram, Vice President of US Economic Research at Barclays 
• Keith Lerner, Co-CIO and Chief Market Strategist at Truist 

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 15th, 2025

Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.

2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.

3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today’s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.

See omnystudio.com/listener for privacy information.

• Peter Tchir, Head of Macro Strategy at Academy Securities 
• Yelena Shulyatyeva, Senior US Economist at The Conference Board 
• Jason Bazinet, Global Head of Media and Entertainment at Citi 
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab 

Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, December 12th, 2025

Featuring:
1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sector and balance sheet analysis.3) Sameer Singh, Co-Head of M&A North America at Citi, shares his 2026 outlook for the M&A space.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on growing interest in fully-furnished homes among luxury home buyers, and a Business Insider story on Canada's plans for its stockpiles of US-made alcohol.

See omnystudio.com/listener for privacy information.