U.S. Markets Are Ignoring Risks, Yale's Roach Says

U.S. Markets Are Ignoring Risks, Yale's Roach Says

Stephen Roach, a professor at Yale University, says U.S. markets are largely ignoring risks because it's human behavior to believe in the message of growth rather than the reality of political upheaval. Sam Zell, the chairman of Equity Group Investments, says immigration is core to what built the U.S. Also, BNP Paribas' Stewart Warther says U.S. equity markets are getting close to being fully priced. Finally, Vince Reinhart, the chief economist at Standish Mellon, says stronger growth will be coupled with tighter Fed monetary policy than previously thought.

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Bloomberg Surveillance TV: February 17th, 2026

Bloomberg Surveillance TV: February 17th, 2026

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Bond Bulls Emerge as Risk-Off Sentiment Builds

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14 Feb 13min

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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 conversations with Morgan Stanley’s Jim Caron & Anurag Rana of Bloo...

13 Feb 3min

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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

June Back in Play for First 2026 Fed Cut After CPI

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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

Single Best Idea with Tom Keene: Peter Navarro

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...

12 Feb 2min

Bloomberg Surveillance TV: February 12th, 2026

Bloomberg Surveillance TV: February 12th, 2026

Featuring: French Hill, Republican Congressman from Arkansas Sharon Bell, Senior European Equity Strategist for Goldman Sachs Steven Ricchiuto, Managing Director & Chief Economist for Mizuho Securiti...

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