Bloomberg Surveillance

- Omar Aguilar, CEO & CIO at Schwab Asset Management
- Henrietta Treyz, Director of Economic Policy Research at Veda Partners
- Dan Skelly, Managing Director at Morgan Stanley Wealth Management
- Venu Krishna, Head of US Equity Strategy at Barclays

Omar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, breaks down the state of play in Washington as the government shutdown nears an end. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, talks valuations and why investors are not being compensated for policy and earnings risk. Venu Krishna, Head of US Equity Strategy at Barclays, breaks down big tech earnings and his year-end call for the S&P 500.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 11th, 2025

Featuring:
1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are justified and how the Supreme Court ruling could reshape America's tariff framework and global trade strategy.
2) Blerina Uruci, Chief US Economist at T. Rowe Price, looks at how a government reopening will restore key economic data and clarify the Fed’s December outlook.
3) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses how strong earnings and resilient fundamentals continue to support the bull market, and why the recent stock pullback looks like a 'trim' - and not a 'tumble'.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how wealthy travelers are splurging on luxury hotels like never before, and a Washington Post report on how just a 15-minute walk can help boost longevity.

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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 Amanda Lynam & BNP's Greg Boutle.

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- San Francisco Fed President Mary Daly
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- Lindsey Piegza, Chief Economist at Stifel
- Meghan Swiber, US Rates Strategist at BofA Securities

San Francisco Fed President Mary Daly joins to talk Fed policy and the state of the US economy as the government shutdown rolls on. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses how investors are seeking refuge in companies with financial resiliance. Lindsey Piegza, Chief Economist at Stifel, shares how the shutdown in Washington is weighing on economic growth. Meghan Swiber, US Rates Strategist at BofA Securities, discusses her outlook for rates and monetary policy through year-end.

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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, November 10th, 2025

Featuring:
1) Talley Leger, Chief Market Strategist at Wealth Consulting Group, explains why easing inflation and expanding profit margins reinforce the bull market case.
2) Amanda Lynam, Head of Macro Credit Research at BlackRock, on the acceleration of big tech debt issuance.
3) Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, talks market sentiment and his year-end outlook.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on how YouTube TV customers are circumventing the platform's blackout of Disney-owned networks, and a story from the Financial Times on how affordable French brands are luring customers away from big luxury.

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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 Troy Gayeski, Chief Market Strategist at Future Standard.

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

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- Stephanie Roth, Chief Economist at Wolfe Research
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management
- Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management

Stephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at Stifel, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, November 7th, 2025
1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at the Office of the U.S. Trade Representative during the first Trump Administration, analyzes Supreme Court skepticism over presidential tariff powers under IEEPA.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses how unprecedented AI spending is colliding with growing investor concerns over ROIC.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on IMAX's resurgence in popularity, and Bloomberg reporting on Apple TV suffering a outage following the premiere of 'Pluribus'.

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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 Holger Schmieding & Brian Belski.

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

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- Cathie Wood, CEO at ARK Invest
- Seema Shah, Chief Global Strategist at Principal Asset Management
- Esther George, Former Kansas City Fed President
- Jon Lieber, Managing Director: US, at The Eurasia Group & Former Policy Adviser to Sen. Mitch McConnell

Cathie Wood, CEO at ARK Invest, discusses why she believes Tesla CEO Elon Musk's $1 trillion pay package is worth it for company stockholders. Seema Shah, Chief Global Strategist at Principal Asset Management, gives her read on the tech sector following earnings from Palantir, AMD and Qualcomm. Esther George, Former Kansas City Fed President, breaks down what recent dissents from Fed policymakers means for the path of monetary policy. Jon Lieber, Managing Director for the US at the Eurasia Group, discusses the state of US trade policy as the Supreme Court hears arguments over President Trump's authority to impose tariffs under the International Emergency Economic Powers Act.

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