Reacting to PCE, GDP, and Kevin Warsh

Reacting to PCE, GDP, and Kevin Warsh

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 SweeneyThursday July 30, 2026
Featuring:

1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday.
2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price.
3) Gil Luria, Head: Technology Research at DA Davidson & Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple.
4) Sophia Drossos, Economist at Point72, talks about whether the Fed's in wait and see mode and if less Fed speak is sustainable.

See omnystudio.com/listener for privacy information.

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Episoder(4620)

Earnings Roundup: Meta, Microsoft & Qualcomm

Earnings Roundup: Meta, Microsoft & Qualcomm

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Instant Reaction: Fed Chair Kevin Warsh's News Conference

Instant Reaction: Fed Chair Kevin Warsh's News Conference

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Instant Reaction: The Fed Decides

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Bloomberg Surveillance TV: July 29th, 2026

Bloomberg Surveillance TV: July 29th, 2026

Featuring: Dan Suzuki, Global Investment Strategist at iCapital Claudia Sahm, Chief Economist at New Century Advisors Esther George, Former Kansas City Fed President See omnystudio.com/listener for p...

29 Jul 19min

Markets Ready for Fed and Tech Earnings

Markets Ready for Fed and Tech Earnings

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 SweeneyThursday, July 30, 2026Feat...

29 Jul 29min

Bloomberg Surveillance TV: July 28th, 2026

Bloomberg Surveillance TV: July 28th, 2026

Featuring: Cameron Dawson, CIO of NewEdge Wealth Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Matthew Hornbach, Managing Director & Global Head: Macro ...

28 Jul 18min

Market Choppiness Ahead of Fed and Earnings

Market Choppiness Ahead of Fed and Earnings

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 28, 2026Featu...

28 Jul 37min

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