Bloomberg Surveillance

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

Today's guests: Charles Schwab Chief Investment Strategist Liz Ann Sonders and JPMorgan Asset Management Chief Market Strategist for Americas Gabriela Santos.

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Featuring:

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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 Claudia Sahm & Frances Donald.

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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, June 5, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the May jobs report.
2) Frances Donald, Chief Economist at RBC, on jobs, inflation, and the two-tiered US economy.
3) David Sowerby, Managing Director and Portfolio Manager at Ancora, brings us...

US job growth topped all forecasts in May and the unemployment rate held steady, offering the clearest sign yet that the labor market may be breaking out of a prolonged period of lackluster hiring.
Nonfarm payrolls increased 172,000 last month after upward revisions to the prior two months, according to Bureau of Labor Statistics data out Friday. That marked the strongest three-month advance in more than two years.
The unemployment rate was unchanged at 4.3%, and average hourly earnings rose 0.3%.

Bloomberg's Tom Keene and Paul Sweeney break down the numbers with: 
Claudia Sahm, Chief Economist at N...

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

In this episode, we feature conversations with Torsten Slok and Rebecca Homkes

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Featuring:

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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 June 4, 2026
Featuring:
1) Torsten Slok, Chief Economist at Apollo
2) Dr. Lindsay Newman, Associate Fellow at Chatham House
3) Julia Coronado, founder and President at Macropolicy Perspectives
4) Dr. Rebecca Homkes, economist and lecturer at London Business School

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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 Drew Matus & Dean Curnutt.

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Featuring:

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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 SweeneyWednesday, June 3, 2026
Featuring:

1) Alicia Levine, CIO at BNY, joins to discuss her new S&P target and what could continue to allow the market to melt higher.
2) Dean Curnutt, founder at Macro Risk Advisors, joins to talk S&P outlook, the VIX, and AI risks and opportunities.
3) Leslie Palti-Guzman, founder at Energy Vista, talks about outlook for oil and natural gas prices amid the war...

Featuring:

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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 Ted Mortonson and Francis Gannon.

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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, June 2, 2026
Featuring:

1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.
2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.
3) Ted Mortonson, Managing Director...

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

In this episode, we feature conversations with Matt Miskin & Nick Sargen.

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Featuring:

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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, June 1st, 2026
Featuring:
1) Dana Khraiche, Bloomberg News MENA Breaking News Editor, discusses the latest on the state of US-Iran peace talks.

2) Nancy Lazar, Chief Global Economist at Piper Sandler, on how the latest economic data will drive the Fed's next rate decision.

3) Henrietta Treyz, Co-Founder at Veda Partners, explores how prolonged conflict in the Middle East is creating domestic political pressures ahead of midterm...

Featuring:

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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 Brian Belski & Tina Fordham.

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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 29, 2026
Featuring:

1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion on the S&P bull case and his outlook for markets and the economy.
2) Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to discuss recent moves in the bond market and if investors will soon see a rebound.
3) Josh Zegen, Co-Founder and Managing Principal of...

Featuring:

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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 Emily Roland & Erin McLaughlin.

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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, May 28, 2026
Featuring:

1) Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Matt Wittmer, Portfolio Manager at Allspring Global Investments, react to PCE.
2) Nelson Yu, Head of Equities at AllianceBernstein, discusses the equity bull run and where he's seeing investment opportunity.
3) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment...

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

In this episode, we feature conversations with Jim Caron & Libby Cantrill.

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Featuring:

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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 22, 2026
Featuring:

1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk about his constructive view on risk assets and whether the bond market will turn around.
2) Win Thin, Chief Economist at Bank of Nassau, talks about potential pockets of demand destruction across the US and global economies.
3) Arkady Gevorkyan, VP: Research at Citi, joins to discuss his non-consensus bullish...

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

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Featuring

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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

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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 Brian Levitt & Dan Ives.

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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 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...

Featuring:

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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 Frank Lee & Mandeep Singh.

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

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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, 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...

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

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Featuring:

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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...

Featuring:

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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

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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) 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...