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
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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Featuring:
Jack Manley, Global Market Strategist at JP Morgan Asset Management
Stephen Stanley, Chief Economist at Santander US Capital Markets
Lt. General Rt. Karen Gibson, Advisor at Academy Securities
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
Tuesday, October 6th, 2026
Featuring:
1) Steve Chiavarone, CIO: Global Equities at Federated Hermes, joins to discuss the equity push higher amid a global bond selloff and FX risks in Europe.
2) Martijn Rats, Global Commodities Strategist at Morgan Stanley, discusses upside oil risks amid broader Middle East fighting.
3) Sheila Kayaoglu, Managing Director: Equity Research at Jeffries, on airliners and how oil risks are affecting airline management and travel trends.
4) John Lovallo, Homebuilders and Building Products Specialist at UBS, discusses housing and homebuilding amid rising interest rates.
See omnystudio.com/listener for privacy information.