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 Admiral James Stavridis and Sheila Kahyaoglu Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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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, May 26, 2026 Featuring: 1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs 2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research 3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries 4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy Admiral 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 Brian Levitt & Dan Ives. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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, May 27, 2026 Featuring: 1) John Ryding, Chief Economic Advisor at Brean Capital, joins to offer his US economic outlook as US stocks eye their best weekly run since 2023. 2) Dan Ives, Global Head: Technology at Wedbush Securities, wraps the week in Nvidia earnings and major tech IPOs. 3) Natasha Sarin, President and co-founder at Yale Budget Lab, discusses the new report from YBL on carried interest and can comment on recent Trump admin economic policies as well as the Trump-IRS case. 4) Rich Steinmeier, CEO at LPL Financial, discusses how he's managing wealth management entering a scale-driven era and the next phase of growth in the industry. 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 Frank Lee & Mandeep Singh. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

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, May 21, 2026 Featuring: 1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs. 2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes. 3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue. 4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street. See omnystudio.com/listener for privacy information.

Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday. Though analysts estimated $87 billion on average, projections ranged as high as $96 billion, according to data compiled by Bloomberg. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Emily Graffeo speak with: 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 Paul Sankey & James Egelhof. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 21, 2026 Featuring: 1) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and discusses capping rates and bond market activity as Kevin Warsh begins his term as Fed Chair. 2) Paul Sankey, founder at Sankey Research, joins for a discussion on the outlook for oil and energy prices. 3) Andreas Utermann, Chairman of Board of Directors at Vontobel, discusses investment opportunities amid the current geopolitical backdrop. 4) Jay Goldberg, Senior Analyst: Semis & Electronics at Seaport Research Partners, previews Nvidia earnings and why he has a "sell" on the stock. See omnystudio.com/listener for privacy information.

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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 Joe Lavorgna & Becca Wasser. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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, May 18, 2026 Featuring: 1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow. 2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets. 3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends. 4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture. 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 Francisco Blanch and Janno Lieber Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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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 May 18, 2026 Featuring: 1) Francisco Blanch, Bank of America Head of Global Commodities on Iranian Oil 2) Janno Lieber, MTA Chair/CEO on the LIRR Strike 3) Henrietta Treyz, co-founder at Veda Partners, on the day in politics 4) Amanda Agati, CIO: Asset Management at PNC Bank talks markets See omnystudio.com/listener for privacy information.

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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, May 15, 2026 Featuring: 1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks the two most important themes he's watching in markets 2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, talks about rising yields and why his approach to the second half of May will be constructive on duration 3) Bob Hormats, Vice Chairman at Kissinger Associates, talks about his Foreign Affairs article on the promise and peril of US-China summit and what the results will bear for the US. 4) Henrietta Treyz, co-founder at Veda Partners, joins in studio for a discussion on Congressional priorities and a look ahead to the midterms. See omnystudio.com/listener for privacy information.