Bloomberg Surveillance

Meta Platforms boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Capital expenditures will be $135 billion to $145 billion in 2026, the social-media giant said during its quarterly earnings report Wednesday, raising the bottom end of the range from $130 billion. The moves show that Meta has confidence that its spending on artificial intelligence will bear fruit. Chief Executive Officer Mark Zuckerberg has struggled to persuade investors to accept the company’s ballooning expenses for ambitious AI bets. But in recent months, Meta has made headway with its technology.

M...

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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, October 21st, 2026

Featuring:

1) Julia Coronado, president and founder at Macropolicy Perspectives

2) Jennifer Lawless, professor at University of Virginia

3) Sean Henry, CEO an founder at STORD

4) Damian Sassower, Chief EM Strategist with Bloomberg Intelligence AND Michael Dean, Bloomberg Intelligence auto analyst

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SpaceX exceeded estimates for quarterly revenue and profit, driven by substantial growth in its artificial intelligence and satellite internet businesses.
Elon Musk’s satellite, rocket and AI conglomerate posted $4.4 billion in net income for the quarter ended in September, far better than analysts’ average projection of $1.88 billion. Revenue increased 161% from a year ago and also beat expectations.

SpaceX shares rose in New York after the close of regular trading.

For instant reaction and analysis, Bloomberg Businessweek Daily guest hosts Norah Mulinda and Alexis Christoforous speak with:

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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 Sweeney
Monday, October 19th, 2026

Featuring:

1) Anwita Bahuguna, Global Co-CIO Asset Management at Northern Trust, discusses market risks to watch and asset allocation.

2) Violeta Todorova, Senior Research Analyst at Leverage Shares, discusses the tech selloff, a possible rebound, and gold and Bitcoin.

3) Ben McMillan, founder and CIO at IDX Advisors, talks rates, AI demand, and an equity push higher.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests: Wells Fargo Chief Economist Tom Porcelli, Miller Samuel Co-Founder Jonathan Miller, and Brown Harris Stevens CEO Bess Freedman.

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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 Sweeney
Friday, October 16th, 2026

Featuring:

1) Rick Wurster, CEO of Charles Schwab, discusses the bank's recent performance and strategies going forward as well as AI integration.

2) Bob Hormats, Vice Chair at Kissinger Associates, joins to talk US-China relations, the war in Iran, and the global AI race.

3) Dan Ives, Partner at Yorkville & Ives, talks CoreWeave and the tech bull case.<...

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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 Sweeney
Thursday, October 15th, 2026

Featuring:

1) David Katz, CIO at Matrix Asset Advisors, Dana Telsey, Founder at Telsey Advisory Group, and Ross Mayfield, Investment Strategist at Baird Private Wealth, react to PPI and CPI.

2) Wei Li, Global Chief Investment Strategist at BlackRock, offers her outlook for global equities and inflation.

3) Winnie Cisar, Global Head: Strategy at CreditSights, discusses rising bond...

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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 Sweeney
Wednesday, October 14th, 2026

Featuring:

1) Eric Winograd, Chief Economist at AllianceBernstein, David Rosenberg, founder at Rosenberg Research, Jim Bianco, founder at Bianco Research, and Rob Sockin, Chief US Economist at PGIM Credit react to CPI and talk US inflation.

2) Ted Mortonson, Managing Director: Technology at Baird, talks about his outlook for tech and the AI trade

3) Ernesto Revilla, Chief...

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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 Sweeney
Tuesday, October 13th, 2026

Featuring:

1) Ed Yardeni, President at Yardeni Research, talks about his S&P call, bond vigilantes, and what could hold back to the equity melt up.

2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on her S&P outlook and market choppiness.

3) Ellen Fraser, Partner at Baringa, joins to discuss rising oil prices...

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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 Sweeney
Monday, October 12th, 2026

Featuring:

1) Matt King, founder at Satori Insights, talks climbing bond yields, who's buying Treasuries, and how much pressure bonds are actually under.

2) Ken Leon, Global Director of Research at CFRA, previews big bank earnings this week.

3) Larry McDonald, founder at The Bear Traps Report, joins for an extended discussion on bond market stress, equity moves...

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more. 

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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 Sweeney
Friday, October 9th, 2026

Featuring:

1) Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie, joins to talk the Fed, rising rates and yields across the globe, and a French crisis.

2) Ben Kallo, Senior Research Analyst: Sustainable Energy and Mobility at Baird, talks choppiness and trends in sustainable energy and companies he likes in the space.

3) Jurrien Timmer, Director...

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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 Sweeney
Thursday, October 8th, 2026

Featuring:

1) Virginie Maisonneuve, founder at Maisonneuve Global Advisors, joins to discuss the global economic outlook and US inflation and repricing.

2) Kay Herr, Managing Director and CIO: US GFICC at JPM Investment Management, talks the back-up in yields and the Fed's rate hiking cycle.

3) Tobin Marcus, Head of Public Policy and Politics at Wolfe Research, looks...

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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 Sweeney
Wednesday, October 7th, 2026

Featuring:

1) Alicia Levine, CIO at BNY Wealth, on her S&P call and market outlook for 2H 2026.

2) Chuck Clough, Chairman at Clough Capital, talks about what he's seeing in current markets and whether we're facing an AI bubble.

3) Fatima Boolani, Co-Head of Software Equity Research at Citi, discusses software stocks and whether they face an...

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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, October 6th, 2026
Featuring:

1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion about the structural equity bull market.
2) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about growing debt pressures across Europe and contagion risks.
3) Tiffany Wilding, Economist: North America at PIMCO, talks economic growth and risk cycles.
4) Steven Englander, Global Head of G10 FX Research...

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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 Sweeney
Tuesday, October 6th, 2026

Featuring:

1) Steve Chiavarone, CIO: Global Equities at Federated Hermes, joins to discuss the equity push higher amid a global bond selloff and FX risks in Europe.

2) Martijn Rats, Global Commodities Strategist at Morgan Stanley, discusses upside oil risks amid broader Middle East fighting.

3) Sheila Kayaoglu, Managing Director: Equity Research at Jeffries, on airliners and how...

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests:

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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 Sweeney
Friday, October 2nd, 2026

Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the September jobs report.

2) Nicole Bachaud, Labor Economist at ZipRecruiter, on US labor and hiring in specific sectors.

3) Frances Donald...

The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs.  

Nonfarm payrolls increased 29,000 last month after a downward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. That missed all estimates in a Bloomberg survey of economists. 

The unemployment rate rose to 4.2%, partly reflecting a growing workforce. 

Bloomberg’s Tom Keene and Paul Sweeney get reaction from: 

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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 SweeneyThursday, October 1st, 2026
Featuring:

1) Cam Harvey, Professor of Finance at Duke University's Fuqua School of Business, joins to talk about the yield curve and ten-year.
2) Kate Luft, Head of Retail Banking and Citigold, talks relationship banking and CIO views.
3) John Kartsonas, Founder Managing Partner at Breakwave Partners, talks about managing the world's top performing ETF of 2026 (BWET) and how he's understanding activity in the Strait...

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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 Sweeney
Wednesday, September 30th, 2026

Featuring:

1) Mike Reid, Head of US Economics at RBC, Eric Winograd, Chief Economist at AllianceBernstein, and Odd Lots hosts Joe Weisenthal and Tracy Alloway react to PCE.

2) Jens Nordvig, founder at Exante Data, talks bond yields and structural pressures, dollar outlook, and FCI tightening.

3) Paul Sankey, Lead Analyst at Sankey Research, talks about the outlook...

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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 Sweeney
Tuesday September 29th, 2026

Featuring:

1) Gary Gensler, MIT Professor and former SEC Chair
2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments
3) Meredith Whitney, CEO at Meredith Whitney Advisory Group
4) Onur Erzan, Head of Private Wealth Management at Alliance Bernstein

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