Surveillance: Forecasts Have to Be Nimble With Trump's Unknowns

Surveillance: Forecasts Have to Be Nimble With Trump's Unknowns

Ellen Zentner, Morgan Stanley's chief U.S. economist, says many politicians are focusing on the positives of Donald Trump's tax policies and not on the negatives of his unknown trade policies. Prior to that, Strategas's Chris Verrone says the market rally after the presidential election is actually not that extraordinary. Diane Swonk, founder of DS Economics, says she's cautious about fourth quarter GDP growth. George Friedman, founder of Geopolitical Futures, says the first flashpoint that Trump will have to deal with is the Middle East. Finally, Ron Bonjean, a Republican strategist, says Trump captured lightning in a bottle with populism.

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Episoder(4346)

Bloomberg Surveillance TV: January 8th, 2026

Bloomberg Surveillance TV: January 8th, 2026

Featuring: Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management See omnystudio.com/listener for pri...

8 Jan 29min

The State of the 2026 AI Trade

The State of the 2026 AI Trade

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 8th, 2026Featuring:1) Marta Norton, Chief Investment Stra...

8 Jan 31min

Single Best Idea with Tom Keene: Tina Fordham & Ruchir Sharma

Single Best Idea with Tom Keene: Tina Fordham & Ruchir Sharma

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Fordham Global Foresight’s Tina Fordham & Ruchir Sha...

7 Jan 3min

Bloomberg Surveillance TV: January 7th, 2026

Bloomberg Surveillance TV: January 7th, 2026

Featuring: David Bailin, CIO Group CEO John Bilton, JP Morgan Global Head of Multi-Asset Solutions Jonathan Tamari, Bloomberg Government Congress Reporter Henrietta Treyz, Veda Partners Economic Poli...

7 Jan 23min

Stocks Head for First 2026 Drop

Stocks Head for First 2026 Drop

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 7th, 2026Featuring:1) Ruchir Sharma, Chairman at Rockefe...

7 Jan 30min

Single Best Idea with Tom Keene: Ricardo Hausmann & Shannon O'Neil

Single Best Idea with Tom Keene: Ricardo Hausmann & Shannon O'Neil

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Harvard Kennedy School’s Ricardo Hausmann & Shannon ...

6 Jan 3min

Bloomberg Surveillance TV: January 6th, 2026

Bloomberg Surveillance TV: January 6th, 2026

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Sonal Desai, Fixed Income CIO at Franklin Templeton Andrew Hollenhorst, Chief US Economist at Citi Research Troy Gayeski, Chie...

6 Jan 34min

Venezuela Regroups With New Leader

Venezuela Regroups With New Leader

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 6th, 2026Featuring:1) Liz Ann Sonders, Chief Investment St...

6 Jan 58min

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