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 Claudia Sahm & Amy Wu Silverman.

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- Frances Donald, Chief Economist at RBC
- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock
- Dan Ives, Global Head: Technology at Wedbush Securities
- Jeannette Lowe, Director: Policy Research at Strategas Securities

Frances Donald, Chief Economist at RBC, joins to talk about the health of the US economy and labor market. Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock, joins to discuss recent bond moves and whether Treasuries could rally amid a lack of clarity on jobs data. Dan Ives, Global Head: Technology at Wedbush Securities, talks about Tesla and recent Mag 7 and tech-related headlines. Jeannette Lowe, Director: Policy Research at Strategas Securities, joins to discuss the Trump administration policy priorities as the government shutdown continues.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 3rd, 2025
Featuring:
1) Amy Wu Silverman, Head of Derivatives Strategy for RBC, joins for an extended discussion on the non-freakout market and how the government shutdown will affect market volatility. Investors are wagering that the billions pouring into the AI sector will translate into profits and extend gains in tech shares.
2) Claudia Sahm, Chief Economist at New Century Advisors, talks labor market and US economic health. Concerns are growing that valuations look overheated as spending has yet to translate into earnings.
3) Priya Misra, Core Plus Fund at JPMorgan Asset Management, joins to discuss the economic impact of the government shutdown and the path of the Fed easing cycle. Friday’s burst of new partnerships and potential deals came just a day after a share sale lifted OpenAI’s valuation to $500 billion. Stocks have climbed to successive record highs this year, with AI optimism adding to bullish momentum from prospects of monetary policy easing and resilient earnings.
4) Tiffany Wilding, Economist: North America at PIMCO, discusses Fed easing and when the tariff effects will bite.

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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 Michael Darda & Ian Bremmer.

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

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- Nela Richardson, Chief Economist & ESG Officer at ADP
- John Stoltzfus, Chief Investment Strategist at Oppenheimer
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank

Nela Richardson, Chief Economist at ADP and Bloomberg contributor, joins to discuss what the lack of economic data could mean for Fed monetary policy as the US government shutdown enters its second day. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his outlook for equities after US stocks ended Wednesday’s session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks tech as that sector drove global indexes to fresh highs after a deal catapulted OpenAI to the world’s most valuable startup. Binky Chadha, Chief Global Strategist and Head of Asset Allocation at Deutsche Bank, explains his bullish market outlook and why growth - not rates - is the primary driver to focus on.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 2nd, 2025
Featuring:
1) Michael Darda, Chief Economist at Roth Capital Partners, joins for an extended discussion on the economic impact of the government shutdown and whether it will upend Fed easing. The shutdown could have significant economic impacts, with the Congressional Budget Office estimating a cost of $400 million per day in lost compensation, and some economists warning that mass firings could sap corporate confidence and reduce capital investments.
2) Ian Bremmer, founder at Eurasia Group, joins to discuss President Trump's peace plan for the Middle East and the latest on the war in Ukraine and Trump's approach to China. Arab and Muslim national leaders are pushing Hamas to accept the Gaza plan unveiled by President Trump, saying the need to end the fighting surpasses concern about the finer details.
3) Wendy Schiller, professor at Brown University, with the latest DC headlines and who will win out politically from the government shutdown. The US government shutdown has entered its second day, with the Trump administration raising the stakes by halting $18 billion in infrastructure funding and signaling a willingness to fire thousands of federal workers.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ report on AI supremacy and the Financial Times' story on Universal and Warner Music nearing a landmark AI licensing deal.

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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 Henrietta Treyz & Aakash Doshi.

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

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- Jon Lieber, Managing Director: US, Eurasia Group
- Greg Daco, Chief Economist at EY
- Tiffany Wilding, Economist at PIMCO
- Kate Kalutkiewicz, Lead for Trade at McLarty Associates

Jon Lieber, Managing Director: US, at the Eurasia Group, joins to discuss the potential economic and political impact of the federal government shutdown. Greg Daco, Chief Economist at EY, and Tiffany Wilding, Economist at PIMCO, react to Wednesday's ADP private payrolls data. Kate Kalutkiewicz, Lead for Trade at McLarty Associates and a former US trade official, discusses the latest round of tariffs imposed by the Trump administration.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 1st, 2025
Featuring:
1) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the government shutdown and whether there's an end in sight. The US government shutdown is shaping up as a political quagmire for all involved, with President Donald Trump blaming "crazed" Democrats and Democrats trying to show their voters they can take a stand against Trump and his policies.
2) Amanda Lynam, Head: Corporate Credit at BlackRock, discusses any warning signs from the bond market as it relates to the government shutdown or if markets are looking right past it. Traders fear the loss of visibility will leave markets in the dark on the outlook for monetary policy, with the next Federal Reserve meeting still four weeks away.
3) Blerina Uruci, Chief US Economist at T. Rowe Price, discusses the economic impact of the government shutdown and where traders and economists will look for clues on the economy with key economic data on hold. The impact of the shutdown could be felt soon, with Trump's administration planning mass firings of government workers and the potential for public frustration and economic impact if the shutdown continues.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on the CEO of LinkedIn saying he relies on AI to help him write high stakes emails and Bloomberg's report on why retailers asking for a law to round to the nearest nickel.

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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 Monica Guerra & Suki Cooper.

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

See omnystudio.com/listener for privacy information.