Bloomberg Surveillance

The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 5th, 2026

Featuring:

1) Erin Covey, Editor: US House with Cook Political Report, talks about Republican infighting post-Midterms and what the Democratic Congress strategy will be the next two years.

2) Christopher Hodge, Chief US Economist with Natixis, previews tomorrow's jobs report and why the near-term trajectory for economic policies won't change much post-election.

3) Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, talks AI cycle rotations, where we are in the AI buildout, and where it could diverge post-Midterms.

4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks why the Blue Tsunami is proving good for many risk assets.
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Featuring:
Julian Emanuel, Senior Managing Director, Chief Equity & Quantitative Strategist at Evercore ISI
Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
Daleep Singh, Vice Chair & Chief Global Economist at PGIM
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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, November 4th, 2026
Featuring:
1) Patrick McHenry, Bloomberg Contributor and former House Speaker Tempore/Republican North Carolina Congressman, joins to talk the so-called Blue Wave and what's next for Republicans.
2) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks policy initiatives and whether President Trump will work with Democrats or become Mr. Veto.
3) Mara Karlin, former U.S. Assistant Secretary of Defense for Strategy, Plans, and Capabilities, talks about how national security strategy and the Iran war will shift with Dems .
4) Leslie Vinjamuri, President & CEO at Chicago Council on Global Affairs, wraps the big night for Democrats and what a so-called Blue Wave means for 2028.
5) Joe Lavorgna, Chief Economist with SMBC Nikko Securities, talks about the economic effects of a so-called Blue Wave and where President Trump goes from here.
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Featuring:
Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management
Tobin Marcus, Head of US Policy & Politics at Wolfe Research
Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co.
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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
Tuesday, November 3rd, 2026
Featuring:
1) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to open the market and talk about consumer strain is driving voters to the polls in this election cycle
2) Joe Quinlan, Chief Market Strategist at Bank of America, talks the CapEx boom and what questions investors should be asking themselves.
3) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss his note on the potential of a Midterm Blue Tsunami.
4) Heath Terry, Head of Tech and Communication Research at Citi, talks tech and AI earnings, developing agentic technology, and the CapEx supercycle.
See omnystudio.com/listener for privacy information.