Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, November 17th, 2025

Featuring:
1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels.
2) Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of artificial intelligence and Fed independence on the US economy.
3) Sir Howard Stringer, Former Non-Executive Director on BBC's Board of Directors and Former Chairman of Sony, on President Trump's brewing legal battle with the BBC.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a review from The Telegraph on how Demi Moore 'steels' the show in season 2 of Paramount Plus' Landman, and a Wall Street Journal story on how the ultra-rich are spending a fortune to live in extreme privacy.

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• Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 
• Bill Beach, Former Bureau of Labor Statistics Commissioner 
• Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP
• Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute 

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, explains why she’s warning clients not to chase the market. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses what may come alongside the return of official US economic data. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, reacts to the White House’s plans to unveil a number of new tariff exemptions and trade frameworks. Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute, shares his “three I’s” approach to digesting Fed policy signals.

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Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Friday, November 14th, 2025

Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment.

2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy.

3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Paramount, Comcast, and Netflix preparing bids for Warner Bros. Discovery, and a Bloomberg News story on how the Miss Universe Pageant has erupted into a power struggle between organizers.

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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 PIMCO's Tiffany Wilding & Keith Lerner of Truist.

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• Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services 
• Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research 
• Lisa Hornby, Head of US Fixed Income at Schroders Investment Management 
• Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco 

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls’ side. Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on how shutdown-related data delays complicate Federal Reserve decision making ahead of their December meeting. Lisa Hornby, Head of US Fixed Income at Schroders Investment Management, on why she thinks the FOMC is still on track for a December cut. Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco, discusses market crossroads post shutdown and opportunities in steepening yield curves.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 13th, 2025

Featuring:
1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schiller, Professor of Political Science at Brown University, examines the political fallout in Washington after seven Senate Democrats broke ranks and voted with Republicans to pass the shutdown-ending spending bill.3) Kimberly LaPointe, Head of Wealth for Macquarie Asset Management, talks infrastructure as a core driver of diversification and inflation protection.4) Selma Hepp, Senior Vice President and Chief Economist at Cotality, explains the impact of rising insurance and non-mortgage costs on US housing.

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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 BlackRock's Russ Brownback & Jay Hatfield of Infrastructure Capital Advisors.

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• Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock
• Sarah House, Senior Economist at Wells Fargo
• Jon Lieber, Managing Director: US at The Eurasia Group
• Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments 

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve’s path ahead. Sarah House, Senior Economist at Wells Fargo, explains how the labor market is holding together amid the lack of economic data. Jon Lieber, Managing Director: US at The Eurasia Group, discusses what’s next in Washington as the House returns to vote on a shutdown resolution. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, examines how concerns around AI and big tech are weighing on equity markets.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 12th, 2025

Featuring:
1) Russ Brownback, Deputy CIO of Global Fixed Income at BlackRock, discusses how the US is suffering from an affordability crisis, and not inflation persistence.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, talks reluctant rally concentration risk and institutional investor caution.
3) Rohit Chopra, EM Equity Portfolio Manager at Lazard Asset Management, on why emerging markets offer compelling long term investment opportunities.4) Tracy Alloway & Joe Weisenthal, hosts of Bloomberg's 'Odd Lots' podcast, discuss the 10 year anniversary of their podcast and newsletter.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how three AI megadeals are breaking new ground on Wall Street, and reporting from Business Insider that Apple plans to unveil a new $230 iPhone pocket in a collaboration with Japanese luxury brand Issey Miyake.

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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 Chuck Clough of Clough Capital & Oppenheimer's John Stoltzfus.

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