Bloomberg Surveillance

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 ahead to the Midterms and talks his Blue Wave skepticism.
4) Leslie Paltz-Guzman, founder at Energy Vista, talks LNG, oil, and global energy output outlook heading into winter.
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Featuring:
Alicia Levine, Chief Investment Officer at BNY Wealth
Olivia Wassenaar, Partner & Head of Apollo Infrastructure Group at Apollo Global Management
Mark Cabana, Head of US Short Rates Strategy at Bank of America Securities
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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 existential AI threat.
4) Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, brings us into the market open and talks about whether the bond selloff will bleed into equities.
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Featuring:
Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas
George Pollack, Senior Analyst: US Policy at Signum Global Advisors
Tiffany Wilding, Managing Director & Economist at PIMCO
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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 and of North America Strategy for Standard Chartered Bank, talks FX moves amid a euro crisis and whether a Fed rate hike is a mistake.
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