Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 25th, 2025
Featuring:
1) Marta Norton, Chief Investment Strategist at Empower, Jordan Rochester, Head: FICC Macro Strategy at Mizuho EMEA, and David Katz, President and CIO of Matrix Asset Advisors, react to GDP and today's eco data and discuss the US economic outlook.
2) Win Thin, Chief Economist at Bank of Nassau, joins for an extended discussion on US growth concerns, splits across the Fed, and whether there's contagion risk from Argentina. US equities remained on the back foot after two days of losses as traders waited for new drivers to guide the market’s next move.
3) Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins to discuss the war in Gaza. US envoy Steve Witkoff predicted a breakthrough in the Israel-Hamas conflict in the coming days after President Trump presented a plan to regional leaders.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on the billion-dollar quest to live beyond 100, and a Business Insider story on Costco getting a traffic boost from opening early for executive members.

See omnystudio.com/listener for privacy information.

• Rick Wurster, President and CEO at Charles Schwab
• Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management
• Peter Tchir, Head of Macro Strategy at Academy Securities
• Nathan Sheets, Chief Global Economist at Citi
  
  Rick Wurster, President and CEO at Charles Schwab, shares his thoughts on bank strategy, outlook, and the broader economic environment. Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management, discusses equities and asset allocation. Peter Tchir, Head of Macro Strategy at Academy Securities, folds national security headlines into investing strategies. Nathan Sheets, Chief Global Economist at Citi, offers his outlook for the US economy.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 24th, 2025
Featuring:
1) Admiral Michael Mullen, 17th Chairman of the Joint Chiefs of Staff, talks about rising global geopolitical tensions and what we've learned so far at UNGA
2) Anne Finucane, Rubicon Carbon Chairwoman, Former Bank of America Vice Chair, joins to talk about transition finance, capital allocation, and the global economic outlook
3) Anne Black, Managing Director JP Morgan Wealth Management, discusses client feedback within the private wealth space and positioning amid Fed easing
4) Henry Fernandez, MSCI Chairman & CEO, on index rebalancing and the global equity outlook and index flows

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Lisa Shalett & Darren Shames.

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

See omnystudio.com/listener for privacy information.

- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
- Wally Adeyemo, Former Deputy Secretary at US Treasury
- Kristen Bitterly, Head: Wealth At Work at Citi
- Stephen Stanley, Chief Economist at Santander

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talk about the outlook for equities and risks in markets. Wally Adeyemo, Former Deputy Secretary at US Treasury, discusses federal spending and federal economic priorities. Kristen Bitterly, Head: Wealth At Work at Citi, on asset allocation and the outlook for broader markets. Stephen Stanley, Chief Economist at Santander, talks about recent eco data and the direction of the US economy.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 23rd, 2025
Featuring:
1) Steve Ricchiuto, Chief US Economist at Mizuho, joins for a discussion on the Fed and interest rates. The prospect of rapid US interest rate cuts enhances the appeal of non-interest-bearing assets, and gold is also drawing haven demand amid geopolitical upheaval.
2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks about equity risks and staying in the market. Investors are awaiting fresh Fed signals ahead of a speech by Chair Jerome Powell as earnings season looms as the next big test for stocks.
3) Sinjin Bowron, High Yield Bond and Senior Bank Loan Portfolio Manager at Beach Point Capital Management, discusses complacent markets and fiscal fears in the bond market.
4) Margaret Franklin, CEO at the CFA Institute, joins to talk about impact of AI on CFA and sustainability goals amid climate week.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Wei Li & David Westin.

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

See omnystudio.com/listener for privacy information.

- Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley
- Krishna Guha, Vice Chairman at Evercore ISI
- Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management
- Venu Krishna, Head: US Equity Strategy at Barclays

Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, discusses his outlook for the US economy and investment opportunities across equities, fixed income, and commodities. Krishna Guha, Vice Chairman at Evercore ISI, talks rate cuts, Fed independence, and the direction of the US economy. Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, talks about fixed income investment strategies. Venu Krishna, Head: US Equity Strategy at Barclays, talks about the sustainability of the equity rally.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 22nd, 2025
Featuring:
1) Wei Lei, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on staying risk on and sticking with the AI theme. US stocks are set to pull back from all-time highs, with traders dialing back risk at the start of a relatively quiet week on the events calendar.
2) Jens Nordvig, founder at Exante Data, joins for an extended discussion on dollar hedging, gold, Fed independence, and Powell's last word. Gold hit a fresh record, powering past $3,700 an ounce as ETF inflows hit a three-year high, with market bets for almost two more cuts this year fueling a rally.
3) Michelle Meyer, Chief Economist and Head: Economics Institute at Mastercard, brings us into the market open and talks about the health of the economy, US consumer, and Mastercard's holiday guide. Investors are increasingly bullish on the six-month outlook for US stock markets as the Fed has restarted its cuts, but some strategists think this is a case of collective overconfidence.
4) Gautum Mukunda, Bloomberg Opinion contributor and lecturer at Yale School of Management, talks about tariffs, H-1B visas, and the latest on FCC-Kimmel. President Trump signed a proclamation to overhaul the H-1B visa program, requiring a $100,000 fee for applications to curb overuse.

See omnystudio.com/listener for privacy information.

President Trump's efforts to redefine federal relations with higher education have major implications for how the US funds research. From his 50-year tenure as President of Bard, Leon Botstein brings a broader perspective to what he believes is at stake for the country. He speaks with David Westin on this special bonus edition of the Bloomberg Wall Street Week podcast. 

See omnystudio.com/listener for privacy information.