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 Goldman Sachs’ Robert Kaplan & Anna Wong of Bloomberg Economics. 

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

See omnystudio.com/listener for privacy information.

Featuring: 

• Howard Marks, Co-Founder & Co-Chairman, Oaktree
• Libby Cantrill, Managing Director - Head of Public Policy, PIMCO
• Michelle Meyer, Mastercard Chief Economist

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
Thursday, December 11th, 2025

Featuring:
1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.
2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.
3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.

See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. 

Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026.

The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its statement suggesting greater uncertainty about when it might cut rates again.

Speaking to reporters after the meeting, Chair Jerome Powell suggested the Fed had now done enough to bolster against the threat to employment while leaving rates high enough to continue weighing on price pressures: “This further normalization of our policy stance should help stabilize the labor market while allowing inflation to resume its downward trend toward 2% once the effects of tariffs have passed through,” he said.

See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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 Frances Donald and Robert Fishman

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

See omnystudio.com/listener for privacy information.

Featuring: 

• Mike Wirth, Chevron CEO
• Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist
• Lindsey Piegza, Chief Economist, Stifel Nicolaus

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 10th, 2025

Featuring:
1) Frances Donald, Chief Economist at RBC, previews the Fed decision2) Robert Fishman, Moffettnathanson Senior Analyst, on WBD/Amazon/Paramount3) Amanda Agati, Chief Investment Officer of Asset Management at PNC Bank, on markets4) Lisa Mateo with a look at front page headlines across the country

See omnystudio.com/listener for privacy information.

Featuring: 

• John Stoltzfus, Oppenheimer & Co Chief Investment Strategist
• Michelle Weaver, US Thematic & Equity Strategist, Morgan Stanley
• Eswar Prasad, Senior Fellow at the Brookings Institution

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 9th, 2025

Featuring:
1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management2) Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors3) Lionel Laurent, Bloomberg Opinion Columnist4) Lisa Mateo with a look at front page headlines across the country

See omnystudio.com/listener for privacy information.