Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Richard Clarida & Suzy Welch.

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- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets
- David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen
- Gregory Daco, Chief Economist at EY Parthenon

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses the US equity rally and whether markets will continue to melt upward. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, discusses the Fed's approach to inflation and a weakening labor market and the outlook for rate cuts. David Deckelbaum, Senior Analyst: Oil & Gas Exploration at TD Cowen, discusses the latest developments in the energy market. Gregory Daco, Chief Economist at EY Parthenon, offers his outlook for the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 13th, 2025
Featuring:
1) Rich Clarida, Global Economic Advisor at PIMCO and former Fed Vice Chair, joins for an extended discussion on the US economy, market rally, and gold. Gold surged above $4,000 an ounce, with its 53% gain this year putting the traditional safe haven on course for its strongest annual advance since 1979.
2) Jane Foley, Head of FX Strategy at Rabobank, talks about gold topping $4,000 and how it's affecting FX trades.
3) Neil Shearing, Group Chief Economist at Capital Economics, discusses the global effects of tariffs and how economies are pricing in protectionism. Concerns have been growing that $16 trillion surge in the S&P 500 from its April lows had gone too far. Tuesday’s drop came amid mounting chatter about lofty valuations around artificial intelligence, with some market participants seeing an echo of the excesses that led to the dot-com crash 25 years ago.
4) Suzy Welch, professor at NYU Stern School of Business, joins to talk about her essay on Gen Z, their values, and whether they are employable.

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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 Matt Miskin & Barry Ritholtz.

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- Ed Yardeni, Chief Investment Strategist at Yardeni Research
- R Kipp deVeer, Co-President and Partner at Ares Management
- Ned Lamont, Governor (D) of Connecticut
- Bill Cassidy, Republican Senator: Louisiana

Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for a discussion on the US equity outlook and the push higher in markets. R Kipp deVeer, Co-President and Partner at Ares Management, and Ned Lamont, Governor (D) of Connecticut, join from the Greenwich Economic Forum for discussions on the US economy and US leadership. Bill Cassidy, Republican Senator: Louisiana, joins to talk about the government shutdown and outlook for Trump administration priorites.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025
Featuring:
1) Jeffrey Rosenberg, Senior Portfolio Manager - Systematic Multi-Strategy Fund at Blackrock, talks macro shifts in fixed income and the outlook for the US economy and broader markets. While equities worldwide have surged to successive record highs, worries over the US government shutdown and the political crisis in France have driven investors toward alternative assets such as gold and Bitcoin, sending both to new peaks.
2) Libby Cantrill, Head: Public Policy at PIMCO, talks about potential shutdown off ramps and the outlook for Trump administration economic and political priorities. President Trump showed signs of cracking, sending mixed messages about the state of talks with Democrats on their biggest demand, which is related to health care subsidies.
3) Mike Reid, Senior US Economist at RBC, talks about his outlook for a recession and reigniting inflation in the US. Meanwhile, Goldman Sachs Group Inc. raised its gold forecast for December 2026 to $4,900 an ounce, up from $4,300, citing ETF inflows and central-bank buying. According to the latest data, the People’s Bank of China added to its gold holdings in September for an 11th consecutive month.
4) Dan Skelly, Head of Morgan Stanley's Wealth Management Market Research and Strategy Team, on the market's sustained push higher and defensive positions. A flurry of AI-related deals among chipmakers has propelled shares higher and fueled some concerns of a speculative bubble reminiscent of the late-1990s dot-com era.

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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 Jordan Rochester & Gautam Mukunda.

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

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- Paul Donovan, Chief Economist, UBS Global Wealth Management 
- Jordan Rochester, FICC Strategy Head at Mizuho
- Lindsey Piegza, Chief Economist at Stifel
- Jay Goldberg, Senior Analyst at Seaport Research Partners

Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 6th, 2025
Featuring:
1) Steve Chiavarone, Deputy CIO: Equities at Federated Hermes, joins to discuss finding value in what he considers a reaccelerating economy. US equity futures rose as investors bet that a resilient economy and Federal Reserve easing will continue to support corporate earnings.
2) Jordan Rochester, Head: FICC Strategy EMEA at Mizuho, talks the market implications of political turmoil in France and Japan. Japan’s Nikkei 225 index jumped to an all-time high as Sanae Takaichi was in line to become Japan’s next prime minister. European stocks dropped, with France’s CAC 40 benchmark plunging more than 2% amid fresh political turmoil.
3) Curtis Sliwa, Republican candidate for NYC mayoral race, on his candidacy, fundraising, and policies in his campaign for NYC mayor. Support for Republican Curtis Sliwa has mostly tallied in the low double digits, putting him in third place behind the former Democratic governor Andrew Cuomo, who’s running as an independent, and Democratic nominee Zohran Mamdani.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's story on Taylor Swift's album release party and WSJ's report on why grown-ups are trading happy hour for field day activities.

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Hamas agreed to release the last of the hostages from its 2023 attack on Israel but said the rest of a US peace plan would be subject to negotiation, a stance that offered uncertain hopes for an end to the conflict in Gaza.

President Donald Trump responded favorably to the Hamas statement even though the group failed to address other key elements of his 20-point proposal that Israel has also demanded, including that it disarm. He called on Israel to stop its bombing campaign and said discussions were underway on “details to be worked out,” suggesting that he was willing to give Hamas some leeway.

“I believe they are ready for a lasting PEACE,” Trump said of Hamas in a social media post. “Israel must immediately stop the bombing of Gaza, so that we can get the Hostages out safely and quickly!”

In a subsequent video post, Trump thanked the Muslim-majority nations he credited with assisting in the negotiations and pledged that “everybody will be treated fairly” in ongoing talks.

“This is a big day,” Trump said. “We’ll see how it all turns out — we have to get the final word down in concrete.”

For instant reaction and analysis, Bloomberg Balance of Power host Joe Mathieu speaks with:

- Rep. Gregory Meeks of New York
- Bloomberg News State Department and Foreign Policy Reporter Eric Martin
- Former Deputy Secretary of State Wendy Sherman

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