• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
• Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners
• Pooja Sriram, Vice President of US Economic Research at Barclays
• Keith Lerner, Co-CIO and Chief Market Strategist at Truist

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 15th, 2025

Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.

2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.

3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today’s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.

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• Peter Tchir, Head of Macro Strategy at Academy Securities
• Yelena Shulyatyeva, Senior US Economist at The Conference Board
• Jason Bazinet, Global Head of Media and Entertainment at Citi
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab

Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, December 12th, 2025

Featuring:
1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sector and balance sheet analysis.3) Sameer Singh, Co-Head of M&A North America at Citi, shares his 2026 outlook for the M&A space.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on growing interest in fully-furnished homes among luxury home buyers, and a Business Insider story on Canada's plans for its stockpiles of US-made alcohol.

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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 our conversations with Goldman Sachs’ Robert Kaplan & Anna Wong of Bloomberg Economics.

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

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Featuring:

• Howard Marks, Co-Founder & Co-Chairman, Oaktree
• Libby Cantrill, Managing Director - Head of Public Policy, PIMCO
• Michelle Meyer, Mastercard Chief Economist

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, December 11th, 2025

Featuring:
1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.

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Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026.

The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its statement suggesting greater uncertainty about when it might cut rates again.

Speaking to reporters after the meeting, Chair Jerome Powell suggested the Fed had now done enough to bolster the threat to employment while leaving rates high enough to continue weighing on price pressures: “This further normalization of our policy stance should help stabilize the labor market while allowing inflation to resume its downward trend toward 2% once the effects of tariffs have passed through,” he said.

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