Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu
Tuesday, October 28th, 2025
1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting.
2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate cut by Fed policymakers.
3) Drew Matus, Chief Market Strategist at MetLife, on how the lack of economic data will impact the Fed's strategy this week.
4) Steve Sosnick, Chief Strategist at Interactive Brokers, gives his take on mega-cap tech earnings and the impact of US tariff policy.

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• Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income
• Vito Sperduto, Head of RBC Capital Markets, US
• Terry Haines, Founder at Pangaea Policy
• Veronica Clark, Director of Citi Research at Citigroup Global Markets

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade agreement. Vito Sperduto, Head of RBC Capital Markets: US, on the recent surge of M&A activity. Terry Haines, Founder at Pangaea Policy, discusses the latest news out of Washington as the US government shutdown approaches the one-month mark. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for this week's FOMC meeting.

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Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Monday, October 27th, 2025
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends.
2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-China trade talks and the ongoing US government shutdown.
3) David Rosenberg, Founder and President at Rosenberg Research & Associates, on the divergence between market optimism and real economic weakness.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including reporting from the Wall Street Journal that 'Yellowstone' creator Taylor Sheridan will leave Paramount for rival NBCUniversal, and a Bloomberg News scoop that Apple is working on a vapor chamber to improve cooling and performance in an iPad Pro slated for as early as 2027.

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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 Kit Juckes and Jordan Rochester.

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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
Friday, October 24th, 2025
1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy.

2) Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, on the CPI report and the path ahead for the US economy.

3) Leslie Palti-Guzman, Founder at Vista Energy & Non-Resident Fellow at the Center on Global Energy Policy, discusses the state of US-China trade, and the implications it may have on the energy sector.

4) Jeff Schumacher, EY Growth Platforms Leader at EY-Parthenon, talks neurosymbolic AI and the potential for application for financial professionals.

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- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- George Pollack, Senior Analyst for US Policy at Signum Global
- John Stoltzfus, Chief Investment Strategist at Oppenheimer

David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying US inflation rose at the slowest pace in three months, keeping the Federal Reserve on course to lower interest rates next week. George Pollack, Senior Analyst for US Policy at Signum Global, shares his expectations for President Trump's meeting with Chinese President Xi Jinping next week. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his long-term outlook for markets and the US economy.

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Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker.
 
Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate.
But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast.

The shares gained about 3% in late trading after closing at $38.16. 

For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research Partners

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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 Neil Dutta & Jeff deGraaf of Renaissance Macro.

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- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center
- Sarah Bianchi, Senior Managing Director at Evercore ISI
- Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities
- Thomas DiNapoli, New York State Comptroller

Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center, shares his expectation for Friday's US CPI report. Sarah Bianchi, Senior Managing Director at Evercore ISI, reacts to the Trump adminstration's announcement of sanctions on Russia’s biggest oil producers - its first major package of financial punishments on President Vladimir Putin’s economy as part of a fresh bid to end the war in Ukraine. Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities, gives his rationale for maintaining an outperform rating on Tesla after the company reported a profit plunge in its third-quarter earnings. New York State Comptroller Thomas DiNapoli joins to discuss another strong year for Wall Street firms.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
October 23rd, 2025
1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026.
2) David Lebovitz, Global Market Strategist at JPMorgan Investment Management, discusses how markets have remained resilient despite slower economic growth projections.
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on US equity indices remaining stuck in the 'tariff scare' range.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting that the Wall Street bonus pool is expected to break records this year if current trends continue, and a Wall Street Journal story on Warner Bros. Discovery has rebuffing several buyout offers from rival entertainment giant Paramount Skydance.

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