
Bloomberg Surveillance
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.
Latest episodes

Jun 27, 2025 • 4min
Single Best Idea with Tom Keene: Troy Gayeski & Neil Dutta
Dive into the world of alternatives with insights on liquid and illiquid strategies for portfolio diversification. Explore the current market optimism fueled by nominal GDP and consumer behavior, alongside the influence of tech investments like AI on corporate margins. Discover the stock market's surprising resilience and future earnings prospects amid economic challenges. Finally, navigate the earnings season spotlighting JP Morgan, and learn about innovative tools from Amazon and Microsoft that drive operational efficiency.

Jun 27, 2025 • 27min
Bloomberg Surveillance TV: June 27, 2025
Chris Wright, the US Secretary of Energy, shares insights on the energy outlook amidst ongoing US interventions in the Israel-Iran conflict, emphasizing the vital role of nuclear energy for future advancements. Meanwhile, Marissa Adams, Head of Global Trade Solutions at HSBC, dives into the intricacies of recent US trade negotiations, pondering the prospects for future deals. Their discussion sheds light on strategic energy policies and the evolving landscape of international trade, revealing the interconnectedness of global markets and politics.

Jun 27, 2025 • 38min
Market Rises amid Policy Uncertainty
Neil Dutta, Head of US Economic Research at Renaissance Macro, shares insights on recent economic data and its effects on stocks, particularly amid expectations of Federal Reserve interest rate cuts. James Steel, Chief Commodities Analyst at HSBC, discusses gold's record highs and the influence of geopolitical factors on precious metals. Freya Beamish, Chief Economist at TS Lombard, highlights signals from the global bond market and the resilience of the US economy, exploring the complexities of trade dynamics and currency implications.

Jun 26, 2025 • 4min
Single Best Idea with Tom Keene: Audrey Childe-Freeman & Tony Crescenzi
Discover the rise of alternative investments and how strategic diversification can enhance portfolios. Dive into the economic implications of currency fluctuations, particularly between the euro and dollar, and their significance for American travel and investment. Explore growth projections and their relevance to future recessions, along with insights from the Fed. Plus, learn how Meow Greens are transforming feline health, giving cats shinier coats and more energy, making it a delightful topic for pet owners.

6 snips
Jun 26, 2025 • 39min
Bloomberg Surveillance TV: June 26, 2025
Jim Zelter, President at Apollo Global Management, shares insights on the markets and US economy amid inflation and geopolitical concerns. Mary Daly, President of the San Francisco Federal Reserve, discusses the balance between interest rates and economic stability. Mike Schumacher from Wells Fargo elaborates on the US rate path, while Nela Richardson, Chief Economist at ADP, reacts to fluctuating jobless claims. The conversation navigates the complexities of national security, labor market trends, and evolving investment strategies in a turbulent economic landscape.

Jun 26, 2025 • 32min
Markets Aim to Rally on Calming News and Data
Tony Crescenzi, an Executive VP and Market Strategist at PIMCO, discusses the potential for U.S. interest rate cuts and their implications on bond markets. He explains how shifting economic data influences portfolio allocation strategies. Randy Schwimmer, Vice Chairman at Churchill Asset Management, shares his insights on private equity's increasing optimism and the risks associated with the rapidly evolving credit market. The two guests highlight the need for cautious investment as they navigate the dynamic landscape of financial opportunities.

Jun 25, 2025 • 5min
Single Best Idea with Tom Keene: Sam Stovall & Alicia Levine
Dive into the evolution of media conversations as they shift from brief exchanges to rich dialogues. Gain insights from thought leaders on investment strategies. Explore how to navigate market dips with emotional resilience and technical analysis. Learn historical perspectives on how households and corporations have bounced back during economic challenges. It's all about adapting and thriving in the ever-changing financial landscape.

Jun 25, 2025 • 20min
Bloomberg Surveillance TV: June 25, 2025
Experts discuss inflation trends and the US economic outlook, highlighting the potential for rising oil prices due to the Israel-Iran tensions. Geopolitical risks are scrutinized, particularly regarding China's oil purchases from Iran. The role of increased government defense spending in stimulating economic growth is explored, along with how it affects the airline industry. The dynamics of modern warfare, including the use of drones, and their impact on financial markets are also examined, creating an engaging mix of finance and global politics.

Jun 25, 2025 • 28min
Market and Inflation Outlook and a Shocking NYC Victory
Alicia Levine, Head of Investment Strategy and Equities at BNY, shares her insights on the current market landscape. She discusses the volatility of equities and provides her forecast for the S&P 500. Levine highlights the potential for rate cuts from the Federal Reserve, linking it to inflation trends. The conversation also touches on effective investment strategies tailored for navigating economic uncertainties. With a keen eye on market resilience, she points out how equities are adapting to recent challenges.

Jun 24, 2025 • 4min
Single Best Idea with Tom Keene: Gary Gensler
Dive into the fascinating journey of a financial expert from Goldman Sachs to the helm of the SEC, uncovering the impact of regulatory shifts and fintech innovations. Discover the intricate world of stablecoins, likened to poker chips, and their economic implications amidst rising regulatory scrutiny. Lastly, explore how AI is reshaping productivity and the job market, alongside the ongoing U.S.-China tech rivalry. A thought-provoking discussion on the future of finance and technology awaits!