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Bloomberg

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

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 Henrietta Treyz & Aakash Doshi.
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea: Henrietta Treyz & Aakash Doshi

- 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.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: October 1st, 2025

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

See omnystudio.com/listener for privacy information.

Market Impact of a Government Shutdown

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.

Single Best Idea with Tom Keene: Monica Guerra & Suki Cooper

- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management
- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management
- Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes
- Bruce Van Saun, CEO at Citizens Financial Group

Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, joins to discuss what kind of response he expects from markets with a US government shutdown deadline less than 24 hours away. Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, shares her thoughts on the potential risks of a shutdown, including a possible delay to Friday's BLS jobs report. Phil Orlando, SVP and Chief Equity Market Strategist at Federated Hermes, gives his assessment of the outlook for risk assets with stocks on track for five straight months of gains. Bruce Van Saun, CEO at Citizens Financial Group, shares his view on the economy from the perspective of a bank CEO.
 
 
 
 

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: September 30th, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025
Featuring:
1) David Seif, Chief Economist for Developed Markets at Nomura, joins to discuss the economic impact of a government shutdown, economic reacceleration, and whether the Fed's easing cycle will be linear. Traders are looking ahead to a series of US labor reports due this week to gauge the Fed's next move, with the release of Friday's key payrolls report in doubt amid a budget impasse in Congress.
2) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, on the latest of a looming government shutdown. The US is hurtling toward a government shutdown with Democrats and Republicans seemingly no closer to agreeing on a plan to fund federal operations.
3) Suki Cooper, Global Head: Commodities Research at Standard Chartered Bank, brings us into the market open and talks about gold's record run. Gold's record-breaking rally came to a halt, with spot gold falling 0.9% after touching a new all-time high earlier on Tuesday.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times story on a record number of M&A deals and Business Insider's report on Bill Nye and brain health.

See omnystudio.com/listener for privacy information.

Economic Impact of Government Shutdown

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

In this episode, we feature conversations with Lori Calvasina & Jim Caron.

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

See omnystudio.com/listener for privacy information.

Single Best Idea: Lori Calvasina & Jim Caron

- Manny Roman, Chief Executive Officer at PIMCO 
 
- Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor 
 
- Max Kettner, Chief Multi-Asset Strategist at HSBC 
 
- Jim Bianco, President and Macro Strategist at Bianco Research 
 
Manny Roman, Chief Executive Officer at PIMCO, shares his views on investing in the AI infrastructure boom and why the full impact of President Trump’s tariff policies has yet to be seen. Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, discusses what’s at stake as a government shutdown looms in Washington. Max Kettner, Chief Multi-Asset Strategist at HSBC, joins to discuss the continuing rally in equities as traders await labor-market data this week that could reinforce bets about the Federal Reserve’s path of interest-rate cuts. Jim Bianco, President and Macro Strategist at Bianco Research, gives his outlook for Fed rate policy following last week’s stronger-than-anticipated inflation and jobs data.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: September 29th, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 29th, 2025

Featuring:
1) Henrietta Treyz, Co-Founder at Veda Partners, joins to discuss what's at stake as President Trump is set to meet with Democratic leaders at the White House on Monday with the first government shutdown in nearly seven years looming.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, on what comes next for markets after the Fed's long-anticipated rate cut. Monetary policy easing is thought to be needed to support the labor market, and while true, there is another reason lurking – to avoid the risk and vulnerabilities of a liquidity squeeze.

3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins with some perspective on risk assets as stocks rose at the start of a week that will be dominated by a series of labor market reports, with traders betting the data will reinforce expectations for US interest rate cuts.
4) Bloomberg's Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal report on how American credit markets may be running too hot.

See omnystudio.com/listener for privacy information.

Stocks Extend September Rally as Gold Tops $3,800

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
 
In this episode, we feature conversations with John Stoltzfus & Katy Kaminski.
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: John Stoltzfus & Katy Kaminski

- 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.

Bloomberg Surveillance TV: September 22nd, 2025

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