Markets Price In Earnings and the Fed

Markets Price In Earnings and the Fed

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, July 21, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.
3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case.
4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."

See omnystudio.com/listener for privacy information.

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Episoder(4733)

Bloomberg Surveillance TV: October 6th, 2026

Bloomberg Surveillance TV: October 6th, 2026

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 PI...

6 Okt 21min

Risk Cycles Across Equities, Bonds, and Currencies

Risk Cycles Across Equities, Bonds, and Currencies

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, 2026F...

6 Okt 36min

Bloomberg Surveillance TV: October 5th, 2026

Bloomberg Surveillance TV: October 5th, 2026

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 Securi...

5 Okt 19min

Euro and Oil Contagion Risks

Euro and Oil Contagion Risks

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, 202...

5 Okt 32min

Employment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling

Employment Traits of Gen Z, 'Juicy' Bond Yields, Americans Quit Bowling

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Suzy Welch, NYU Stern School of Business Professor Torsten Slok, Apollo chief ...

3 Okt 39min

Bloomberg Surveillance TV: October 2nd, 2026

Bloomberg Surveillance TV: October 2nd, 2026

Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management Michael Haigh, Managing Director & Global Head: FIC & Commodity Research at Societe Generale Jeffrey Rosenberg, Managing D...

2 Okt 18min

September Jobs Report

September Jobs Report

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, October 2nd, 2026...

2 Okt 49min

US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction

US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction

The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs. Nonfarm payrolls increased 29,000 last month after a downward rev...

2 Okt 19min

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