Featuring: Maya MacGuineas, Committee For A Responsible Federal Budget President Dana D'Auria, Envestnet Solutions Co-Chief Investment Officer Thomas Hoenig, Former Kansas City Fed President See omnystudio.com/listener for privacy information.
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Single Best Idea with Tom Keene: Nancy Lazar & Michael Green
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Piper Sandler's Nancy Lazar & Michael Green of Simplify Asset Management.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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4:25
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4:25
S&P 500 Climbs as Earnings Kick Into High Gear
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 3rd, 2025Featuring:1) Nancy Lazar, Chief Global Economist at Piper Sandler, on how broadening earnings and big business strength are supporting GDP and the S&P despite weak labor data.2) Michael Green, Chief Strategist at Simplify Asset Management, explains why modern mandatory costs like housing, childcare, healthcare, and transportation have reshaped the true poverty line.3) Huw van Steenis, Vice Chair at Oliver Wyman, discusses UK banks passing harsh stress tests and the BOE’s push to unlock credit creation.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Waymo's self-driving cars suddenly behaving like New York cabbies, and New York Post reporting on the opening of a new luxury club in Midtown Manhattan.See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: December 2nd, 2025
Jim Zelter, President at Apollo Global Management Lindsey Piegza, Chief Economist at Stifel Katy Kaminski, Chief Research Strategist at AlphaSimplex Matt Shay, President of the National Retail Federation Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.See omnystudio.com/listener for privacy information.
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Retreat From Risk Assets Fades
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaTuesday, December 2nd, 2025Featuring:1) Wei Li, Global Chief Investment Strategist at BlackRock, discusses BII's 2026 global investment outlook.2) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses how the lower end consumer is entering a second recession with no access to liquidity or credit buffers.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Chipotle looking to push back against "slop bowl fatigue", and employers using bonus pools and cash awards to get workers using AI.See omnystudio.com/listener for privacy information.
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.
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