Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research. 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 SweeneyFriday, February 6th, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination. 2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns. 3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers. 4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward. 5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades. See omnystudio.com/listener for privacy information.

Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated.The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal and James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capita 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 our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. 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 Sweeney, Thursday, February 5th, 2026 Featuring: 1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'. 3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise. 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 our conversations with Steve Englander & Meredith Whitney. 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 SweeneyWednesday, February 4th, 2026 Featuring: 1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data. 2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis. 3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style. 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 our conversations with Cornell University’s Eswar Prasad & Jed Kolko of the Peterson Institute for International Economics. 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 SweeneyTuesday, February 3rd, 2026 Featuring: 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market. 2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals. 3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder' 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street. 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 Paul Sweeney & Alexis ChristoforousMonday, February 2nd, 2026 Featuring: 1) James Steel, Chief Precious Metals Analyst at HSBC, reacts to the overnight decline in gold and silver.2) Madison Faller, Global Investment Strategist at JPMorgan Private Bank, discusses how strong earnings and stable inflation are creating room for higher valuations.3) Joe Davis, Global Chief Economist at Vanguard, discusses the FOMC adopting a more optimistic tone on growth and labor.4) Henrietta Treyz, Co-Founder & Director of Economic Policy at Veda Partners, on the brewing funding showdown in DC and the potential implications for midterm elections. 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 our conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. 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 SweeneyFriday, January 30th, 2026 Featuring: 1) Neil Dutta, Head of Economic Research at Renaissance Macro Research 2) Claudia Sahm, Chief Economist at New Century Advisors 3) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management 4) Katy Kaminski, Chief Research Strategist at AlphaSimplex See omnystudio.com/listener for privacy information.

Breaking news from the White House. President Donald Trump said he intends to nominate Kevin Warsh to be the next chair of the Federal Reserve, according to a post on his Truth Social platform. “I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best,” Trump wrote. “On top of everything else, he is ‘central casting,’ and he will never let you down.” Warsh, who served on the US central bank’s Board of Governors from 2006 to 2011 and has previously advised Trump on economic policy, would succeed Jerome Powell when his term at the helm ends in May. It marks a comeback for Warsh, 55, whom the president passed over for the top job in 2017 when he selected Powell. If confirmed by the Senate, the former Fed governor will take charge of US monetary policy at a time when many economists and investors see its traditional insulation from elected officials as being under threat from the White House. Warsh aligned himself with the president in 2025 by arguing publicly for lower interest rates, going against his longstanding reputation as an inflation hawk. See omnystudio.com/listener for privacy information.

Apple delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter. For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol and Tim speak with: See omnystudio.com/listener for privacy information.