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 Gershon Distenfeld & Anna Wong.

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- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR
- Tom Michaud, CEO at KBW

David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rates. Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR, joins to talk about AI and data center investing. Tom Michaud, CEO at KBW, joins to talk about his business operations, the economic environment, and remembering 9/11.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.
2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.
3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.
4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.

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Charlie Kirk, who helped rally young voters to Republican causes and became a close ally of President Donald Trump, died after being shot during an event in Utah. Kirk, executive director of the conservative Turning Point USA advocacy group, was speaking at an outdoor event at Utah Valley University when the fatal incident occurred.  

For instant reaction and analysis, Bloomberg Balance of Power cohosts Joe Mathieu and Kriti Gupta speak with: 

• Bloomberg News senior editor Michael Shepard 
• Bloomberg News White House repoter Kate Sullivan  
• Kristen Hawn, ROKK Solutions Partner and Democratic Strategist 
• Marua Gillespie, Bluestack Strategies Founder and Republican Strategist
• Senator Mike Rounds (R-ND)

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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 a conversation with Michael Chui.

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

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- Jim Zelter, President at Apollo Global Management
- French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas
- Dan Ives, Global Head: Technology at Wedbush Securities
- Seth Carpenter, Chief Global Economist at Morgan Stanley

Jim Zelter, President at Apollo Global Management, discusses the US economic outlook as well as inflation and the labor market. French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas, discusses Fed Governor Lisa Cook and Republican economic and political priorities. Dan Ives, Global Head: Technology at Wedbush Securities, joins to discuss big tech and Apple's product reveal where he was on site in Cupertino. Seth Carpenter, Chief Global Economist at Morgan Stanley, reacts to PPI and discusses the outlook for the US economy.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 10th, 2025
Featuring:
1) Lindsey Piegza, Chief Economist at Stifel, brings us into PPI and discusses the outlook for inflation and whether she thinks the Fed should hike. It comes as US stocks are set to notch fresh highs after Oracle surged on a blowout outlook and traders bet that inflation reports won’t derail the Federal Reserve from cutting interest rates.
2) Nick Akerman, former assistant special Watergate prosecutor, joins to discuss the ruling on Fed governor Lisa Cook. A judge temporarily blocked President Trump from removing Federal Reserve Governor Lisa Cook, allowing her to remain on the job as she challenges the president’s efforts to oust her over allegations of mortgage fraud.
3) Dan Ives, Global Head: Technology at Wedbush Securities, talks about Apple's product reveal and other big tech news. Apple introduced four new phone models: the iPhone 17, the iPhone Air, the iPhone 17 Pro and the iPhone 17 Pro Max, all including Apple's latest in-house silicon, more advanced cameras and tougher outer glass.
4) Leslie Palti-Guzman, founder at Energy Vista, discusses the energy impact of Israel's surprise attack in Qatar, and the outlook for war and how it will impact oil.

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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 Nancy Tengler & Craig Brandon.

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

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- Ed Yardeni, Chief Investment Strategist at Yardeni Research
- Henrietta Treyz, co-founder at Veda Partners
- Oksana Aronov, Head: Market Strategy at JPMorgan Asset Management
- Walter Piecyk, Partner at Lightshed Partners

Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins to discuss his S&P target and his outlook for equities and US growth. Henrietta Treyz, co-founder at Veda Partners, discusses recent headlines in Washington and the prospects of a government shutdown. Oksana Aronov, Head: Market Strategy at JPMorgan Asset Management, talks about fixed income opportunities and warnings from the bond market about the economy. Walter Piecyk, Partner at Lightshed Partners, joins to preview today's Apple product launch in Cupertino.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 9th, 2025
Featuring:
1) Ann Miletti, Head of Active Equity at Allspring Global Investments, joins to discuss staying active in the equity market amid policy uncertainty and concentration risk in markets. Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data.
2) Nancy Tengler, CEO at CIO at Laffer Tengler Investments, offers her stock picks and talks about how she's allocating amid labor and policy uncertainty. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday. Traders will follow how the market absorbs the auctions of 3-, 10-, and 30-year Treasuries.
3) Colin Hunt, CEO of Allied Irish Bank (AIB), talks about multinational customer activity, staying competitive in Europe and in Ireland amid US tariffs, and Irish infrastructure deficits.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Washington Post's report on test scores sliding and the Boston Globe story on the "RushTok" sorority craze

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