Explore every episode of the podcast Bloomberg Surveillance
Dive into the complete episode list for Bloomberg Surveillance. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
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Title
Pub. Date
Duration
Bloomberg Surveillance TV: July 27th, 2026
27 juil. 2026
00:20:15
Featuring:
Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at Bank of America Securities
Tobin Marcus, Head of Policy & Politics at Wolfe Research
Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, July 27, 2026 Featuring:
1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins to preview a slew of central bank decisions this week and talks about how each are pricing in effects of Iran war
2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks AI debt issuance and the latest spreads in credit.
3) Alvina Lo, Head of Advice, Planning & Fiduciary Services at BNY Wealth, discusses wealth planning for families and how she's allocating around client concerns.
4) Celine Woo, Portfolio Manager at Lazard Asset Management, talks the infrastructure, enabling, and application layers of tech and AI ahead of a key week of tech earnings.
Tariffs and Geopolitics and the Market Intersection
27 juil. 2026
00:27:38
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, July 24, 2026
Featuring:
1) Joe Lavorgna, Chief Economist as SMBC Nikko Securities, joins for a discussion on President Trump's new tariff plan and whether the President can execute his economic policy effectively amid the war in Iran.
2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices).
3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher.
4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset Management
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, July 23, 2026
Featuring:
1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.
2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.
3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.
4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, July 22, 2026
Featuring:
1) Tony Crescenzi, Executive VP, Market Strategist, and Generalist Portfolio Manager at PIMCO, on what he's seeing in bonds and the 10-year outlook.
2) Tina Fordham, founder at Fordham Global Foresight, talks about the latest developments in the Iran war and where we stand in the geopolitical super cycle.
3) Raphael Thuin, Head: Capital Market Strategies at Tikehau Capital, talks private debt and the golden age of credit investing.
4) Mona Mahajan, Senior Investment Strategist with Edward Jones, talks stock market rotations and all eyes on earnings season.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 21, 2026 Featuring:
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season. 2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market. 3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case. 4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, July 20, 2026
Featuring:
1) Kay Herr, CIO: US GFICC at JPMorgan Investment Management, joins to break down last week's slew of data and how it's impacting the bond market.
2) Scott Diamond, Co-Head Municipal Fixed Income at Goldman Sachs Asset Management, talks about the supply increase in munis.
3) Henrietta Treyz, co-founder at Veda Partners, joins in studio to discuss Iran escalation and Congress' response, as well as what to expect in this year's Midterms.
4) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about recent market trends and whether geopolitics or other forces are market risks.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 17, 2026 Featuring:
1) Ross Mayfield, Investment Strategist at Baird 2) Tiffany Wilding, Economist: North America at PIMCO 3) Simona Mocuta, Chief Economist at State Street 4) David Katz, President and CIO of Matrix Asset Advisors
Featuring: Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies United Airlines CEO Scott Kirby Bank of America Chairman & CEO Brian Moynihan
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 16, 2026 Featuring:
1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss how the market's pricing in the Fed, inflation, and earnings. 2) RaeAnne Mitrione, Partner at Callan Family Office, talks earnings, AI volatility, and the path of the S&P. 3) Brian Belski, CEO at Humilis Investment Strategies, and Dan Ives, Partner at Yorkville Ives & Co., discuss bull cases for tech and the market. 4) Atsi Sheth, Chief Credit Officer for Moody's Ratings, discusses her 2H fixed income outlook and global credit trends.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 15, 2026 Featuring:
1) Steve Chiavarone, Deputy CIO: Equities at Federated Hermes, joins to discuss his Fed call and where the equity market is trending. 2) Ted Mortonson, Managing Director: Technology at Baird, talks about tech debates and daily rotation across the sector. 3) Win Thin, Chief Economist at the Bank of Nassau, brings us into PPI and talks about his economic outlook. 4) Jan Szilagyi, CEO and co-founder at Reflexivity, on the implementation of AI into institutional investing.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 14, 2026 Featuring:
1) Constance Hunter, Chief Economist at EIU, Frances Donald, Chief Economist at RBC Capital Markets, and Marija Veitmane, Head of US Equity Strategy at State Street, react to CPI. 2) Dan Tobon, Director: Research and Rates at Citi, talks about the path of the dollar and FX moves amid US inflation uncertainty. 3) Mark Gurman, Chief Correspondent: Tech & Apple at Bloomberg News, talks latest on Apple-Open AI. 4) Matt Sigel, Head: Digital Assets Research at VanEck, talks Bitcoin and outlook for digital assets.
Market Jitters Amid Geopolitical and Tech Uncertainty
13 juil. 2026
00:29:02
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, July 13, 2026 Featuring:
1) Steve Auth, CIO: Equities at Federated Hermes, on the 13-year equity bull run. 2) Anneka Treon, Global head of Private Banking, Wealth Management and Investments, talks tech rotation and why fears may be overblown. 3) Ed Morse, Senior Advisor and Commodity Strategist at Hartree Partners, talks about the oil moves and what's next for energy markets amid uncertainty in the Strait of Hormuz. 4) Henrietta Treyz, co-founder at Veda Partners, talks about the latest news from Capitol Hill and remembers Lindsey Graham and his impact.
Bloomberg Money: SK hynix, Federal Reserve Trust, Prenups
10 juil. 2026
00:39:16
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
On this episode:
Bloomberg's Katie Greifeld, David Gura, and Mandeep Singh join Scarlet Fu and Tom Keene on "Bloomberg Money." The discuss the US trading debut of SK Hynix, the rollout of Trump accounts, and the escalation seen this week in the US-Iran conflict.
Randy Kroszner, University of Chicago Booth School professor of economics and former Fed Governor, joins Scarlet Fu and Tom Keene on "Bloomberg Money."
Bloomberg's Nikki Waller joins Scarlet Fu and Tom Keene on "Bloomberg Money." Belle Burden’s blockbuster memoir, 'Strangers,' has riveted readers with the tale of her marriage’s sudden implosion and aftermath. They also discuss the rising popularity of prenups has been driven by changing financial dynamics of marriage.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 10, 2026 Featuring:
1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, joins for an extended discussion about the bear case for AI 2) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for a discussion on the Fed, markets, and inflation outlook. 3) Marques Colston, former star NFL receiver and co-founder of his private sports fund "The Champion Fund," talks investing in private sports assets and attractive investment characteristics of sports. 4) Chieh Huang, CEO at Pelgo, joins to discuss how AI is resetting the labor market and how it could serve as a tool for displaced workers rather than a job slashing tool.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 9, 2026 Featuring:
1) David Lebowitz, Global Market Strategist JP Morgan Investment Management, talks about the sound US economy and how markets are pricing in another potential Middle East energy shock. 2) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and breaks down currency moves and Fed minutes. 3) Leslie Palti-Guzman, founder at Energy Vista, joins to discuss more global energy uncertainty. 4) Sandy Peters, Senior Head of Global Advocacy at CFA Institute, joins to talk about how semiannual reporting could impact public markets.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 8, 2026 Featuring:
1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks about market gyrations amid geopolitical swings. 2) Fatima Boolani, Co-Head of the US Software Equity Research at Citi, talks the tech selloff and SaaS-pocalyse and the outlook for tech. 3) Effram Kaplan, Co-CEO and Head of our Services & Infrastructure Verticals, talks about the infrastructure reinvestment cycle and if he's witnessing infrastructure transitions amid geopolitical uncertainty and energy price increases. 4) Mark McCormick, Chief FX Strategist at BMO Capital Markets, joins to discuss the "New Policy Order" reshaping markets.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 7, 2026 Featuring:
1) Steven Major, Global Macro Advisor at Tradition, talks about the yen trap and real yield illusion 2) Michael Darda, Chief Economist at Roth Capital Partners, on labor market stability and Fed patience 3) Michael Green, Chief Strategist at Simplify Asset Management, talks about AI Thermodynamics and profits as well as affordability in America. 4) Rose Gottemoeller, former deputy secretary-general of NATO and former U.S. Under Secretary of State for Arms Control and International Security, talks about the NATO summit amid her new Foreign Affairs article, "The Strange Defeat of Nuclear Deterrence And the Coming Crisis in Strategic Stability."
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, July 6th, 2026 Featuring: 1) Joe Davis, Global Chief Economist at Vanguard, on the global inflation backdrop.
2) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Asset Management, discusses opportunities in fixed income.
3) Andrew Slimmon, Head of Applied Equity Advisors at Morgan Stanley Investment Management, examines why AI remains a bull-market driver.
4) Becca Wasser, Defense Lead for Bloomberg Economics, previews this week's NATO summit in Turkey.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 2, 2026 Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, Katy Kaminski, Chief Research Strategist at AlphaSimplex, and Kristina Campmany, Senior Portfolio Manager: Global Debt at Invesco, react to the June jobs report. 2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses why she expects more upside surprise in the stock market. 3) Lia Taniguchi, Head of Labor Research at Bullhorn, talks the firm's findings on the recent hiring slowdown and the labor market's biggest outlier.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 1, 2026 Featuring:
1) Michael Purves, CEO and founder, Tallbacken Capital Advisors, joins to discuss market volatility, his S&P target, and potential for a market pullback. 2) Jill Carey Hall, Equity Strategist and Head: US SMID Strategy at Bank of America, joins to talk about her mid-year outlook for small cap stocks. 3) Lindsey Piegza, Chief Economist at Stifel, previews the jobs report and discusses her long-before-consensus rate hike call. 4) Jay Pelosky, Founder and Principal at TPW Advisory, talks about the US macro view and US debasement trade.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, June 30, 2026 Featuring:
1) Bob Michele, CIO: and Head of GFICC at JPMorgan Investment Management, talks about the probability of an economic expansion and the 10-year range 2) Chris Marangi, Co-CIO: Value at Gabelli Funds, joins for a discussion on value investing and the three T's in macro markets. 3) Ellen Wald, Senior Fellow at the Atlantic Council, discusses why oil dropped so fast, the president's accusations of price gouging, and why there isn't a lot of gasoline right now. 4) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks market rebalancing and inflation threats amid a new Fed regime.
Instant Reaction: Supreme Court Blocks Trump from Firing Fed's Lisa Cook
29 juin 2026
00:28:12
The US Supreme Court ruled that Federal Reserve Governor Lisa Cook can stay in her job for now, reinforcing the central bank’s independence from the White House and dealing a setback to President Donald Trump. In a separate ruling, the court expanded the president’s power to fire top government officials at other federal agencies. Voting 5-4, the high court said Cook can remain at the Fed while she fights Trump’s bid to oust her over unproven mortgage fraud allegations. Chief Justice John Roberts and Justice Brett Kavanaugh joined the three liberals in the majority.
Bloomberg's Paul Sweeney and Scarlet Fu got reaction from:
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, June 29, 2026 Featuring: 1) Aditya Bhave, Head: US Economics at Bank of America, joins to discuss why his team is changing their rate call to multiple rate hikes this year. 2) Alicia Levine, CIO at BNY Wealth, talks about her S&P call and the sustainability of the equity rally. 3) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks whether AI is a bubble or true market revolution. 4) Chad Beynon, Senior Gaming, Lodging, and Theaters Analyst at Macquarie, talks about how the World Cup is benefitting the US sports betting market and which stocks stand to benefit.
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, June 26, 2026 Featuring:
1) Nancy Tengler, CEO and CIO at Laffer Tengler investments
2) Diane Swonk, KPMG Chief Economist
3) Kristen Bitterly, Head: Wealth at Work at Citi
4) Robert Schiffman, Senior Tech Credit Analyst with Bloomberg Intelligence
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, June 25, 2026 Featuring:
1) Rob Sockin, Chief US Economist at PGIM Credit, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Marija Veitmane, Managing Director, react to PCE. 2) Sebastien Page, Head: Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks about his inflation and economic outlook. 3) Suki Cooper, Global Head: Commodities Research at Standard Chartered Bank, joins to talk gold, metals, and her commodities outlook. 4) Lee Roberts, Chancellor at UNC-Chapel Hill, joins for an extended discussion on higher education, funding, and recruiting students in the age of AI.Eric Mollo