Bloomberg Surveillance

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

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 6th, 2025
1) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate decision from the Bank of England, and his expectations for a return to growth for the UK in 2026.3) Shannon O'Neil, Senior Vice President and Maurice R. Greenberg Chair at the Council on Foreign Relations, discusses how President Trump’s trade and tariff policies are raising costs and weakening US global competitiveness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how AI power users are impressing bosses by outperforming co-workers, and reporting from the Washington Post on how the NFL is using artificial intelligence to predict injuries.

See omnystudio.com/listener for privacy information.

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley
- Kathryn Wylde, President & CEO at Partnership for New York City
- Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein
- Jim Zelter, President at Apollo Global Management

Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react to the week's ADP data and share their market outlook for Q4. Kathryn Wylde, President & CEO at Partnership for New York City, discusses Zohran Mamdani's victory in the New York City mayoral election and what it means for Wall Street. Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein, joins to discuss the Supreme Court hearing arguments over the legality of President Trump's tariffs imposed by invoking the International Emergency Economics Powers Act. Jim Zelter, President at Apollo Global Management, warns that the rush of capital into artificial intelligence and data centers is fueling high valuations and increasing risk for investors.

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
Wednesday, November 5th, 2025
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks market momentum and risk factors heading into 2026.

2) Jennifer Lawless, Professor of Politics & Public Policy at University of Virginia, on Democrats' election night sweep and the ongoing government shutdown.

3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on industrial trends and Tuesday's ISM data.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post report on more college students double-majoring out of fear they won't be able to get a job, and a story from the Wall Street Journal on how Burger King is preparing for the phase out of the one cent penny.

See omnystudio.com/listener for privacy information.

- Torsten Slok, Chief Economist at Apollo Global Management
- Henrietta Treyz, Director of Economic Policy Research at Veda Partners
- Henry Allen, Macro Strategist at Deutsche Bank
- Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research

Torsten Slok, Chief Economist at Apollo Global Management, discusses the growing divide between Fed policymakers. Henrietta Treyz, Co-Founder at Veda Partners, joins to talk Election Day in the US and the effects of a prolonged government shutdown. Henry Allen, Macro Strategist at Deutsche Bank, talks earnings and what he sees as a robust backdrop for markets. Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research, gives his take on what's at stake as voters prepare to elect a new mayor to lead New York City.

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
Tuesday, November 4th, 2025
1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals.

2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations.

3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.

See omnystudio.com/listener for privacy information.

- Federal Reserve Governor Stephen Miran
- Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley
- Amanda Lynam, Head of Macro Credit Strategy at BlackRock
- Nancy Lazar, Chief Global Economist at Piper Sandler

Federal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley talks stock valuations and growth prospects heading into 2026. Amanda Lynam, Head of Macro Credit Strategy at BlackRock, gives her perspective on tech debt issuance and the credit market at large. Nancy Lazar, Chief Global Economist at Piper Sandler, shares her views on alternative economic data as the US government shutdown continues beyond the one-month mark.

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
Monday, November 3rd, 2025
1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda Partners, on US-China trade relations and their impact on US agriculture policy and farmer sentiment.3) Pat Haskell, Head of Muni Bond Group at BlackRock, on municipal bond performance and valuations.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the practice of 'labor hoarding' reaching its end, as well as Bloomberg News reporting on how box-office duds are finding a second life as streaming hits.

See omnystudio.com/listener for privacy information.

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management
- Gene Munster, Managing Partner at Deepwater Asset Management
- Ed Mills, Washington Policy Analyst at Raymond James
- Winnie Cisar, Global Head of Strategy at CreditSights

Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.

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, October 30th, 2025
1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings.

3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focus now shifts from the Fed to big tech earnings and US-China trade policy.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on bidding beginning for the renovation of New York's Penn Station, and an Associated Press report on how cuts to SNAP benefits are changing Halloween handouts.

See omnystudio.com/listener for privacy information.

Apple's fourth-quarter revenue edged past analysts’ estimates despite a surprise sales decline in China, where it’s been struggling to stage a comeback. Total sales rose 7.9% to $102.5 billion in the period, which ended Sept. 27, the company said in a statement Thursday. That slightly beat the $102.2 billion average estimate. The company benefited from stronger-than-expected services growth, helping offset the China slowdown. The Mac and wearables division also performed better than anticipated. Apple shares gained more than 3% in late trading after the results were released. They had been up 8.4% this year through the close.

For more, Bloomberg Businessweek Daily spoke with Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners and Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech.

See omnystudio.com/listener for privacy information.