Bond Bulls Emerge as Risk-Off Sentiment Builds

Bond Bulls Emerge as Risk-Off Sentiment Builds

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, February 17th, 2026
Featuring:

1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.

See omnystudio.com/listener for privacy information.

Episoder(4306)

Single Best Idea with Tom Keene: Holger Schmieding & Dan Skelly

Single Best Idea with Tom Keene: Holger Schmieding & Dan Skelly

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Bloomberg Surveillance TV: February 17th, 2026

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Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message o...

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Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley’s Jim Caron & Anurag Rana of Bloo...

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Bloomberg Surveillance TV: February 13th, 2026

Bloomberg Surveillance TV: February 13th, 2026

Featuring: Tom Forte, Managing Director & Senior Consumer Internet Analyst for Maxim Group Tiffany Wilding, Managing Director & Economist at PIMCO Thom Tillis, Republican Senator from North Carolina ...

13 Feb 22min

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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 SweeneyFriday, February 13th, 2026...

13 Feb 48min

Single Best Idea with Tom Keene: Peter Navarro

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Peter Navarro, Senior White House Counselor for T...

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