Traders Pare Bets on December Fed Cut

Traders Pare Bets on December Fed Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Friday, November 14th, 2025

Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment.

2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy.

3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Paramount, Comcast, and Netflix preparing bids for Warner Bros. Discovery, and a Bloomberg News story on how the Miss Universe Pageant has erupted into a power struggle between organizers.

See omnystudio.com/listener for privacy information.

Episoder(4391)

Bloomberg Surveillance TV: March 27th, 2026

Bloomberg Surveillance TV: March 27th, 2026

Featuring: Russ Koesterich, Portfolio Manager, BlackRock Global Allocation Fund Pierre Wunsch, Belgian Central Bank Governor & ECB Governing Council Member Sonal Desai, Fixed Income CIO, Franklin Te...

27 Mar 21min

Iran and Israel Keep Up Attacks; President Trump Extends Deadline

Iran and Israel Keep Up Attacks; President Trump Extends Deadline

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, March 27th, 2026 F...

27 Mar 26min

Single Best Idea with Tom Keene: Robert Kaplan and Randy Schwimmer

Single Best Idea with Tom Keene: Robert Kaplan and Randy Schwimmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Rob Kaplan and Randy Schwimmer Watch Tom and Pau...

26 Mar 3min

Bloomberg Surveillance TV: March 26th, 2026

Bloomberg Surveillance TV: March 26th, 2026

Featuring: George Goncalves, US Macro Strategy Head, MUFG Jonathan Lieber, Eurasia Group Head of Research and Managing Director, United States Matthias Cormann, Secretary General, OECD See omnystudi...

26 Mar 17min

Iran Ceasefire Doubts Weigh on Markets

Iran Ceasefire Doubts Weigh on Markets

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, March 26th, 2026...

26 Mar 37min

Single Best Idea with Tom Keene: Richard Clarida & Francois Trahan

Single Best Idea with Tom Keene: Richard Clarida & Francois Trahan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with former Fed Vice Chair Richard Clarida & Francois...

25 Mar 3min

Bloomberg Surveillance TV: March 25th, 2026

Bloomberg Surveillance TV: March 25th, 2026

Featuring: Frances Donald, Senior VP & Chief Economist at RBC Ryan Petersen, Chairman, CEO & Founder of Flexport Inc Republican Senator Dave McCormick of Pennsylvania See omnystudio.com/listener for ...

25 Mar 24min

Stocks Bounce on Trump’s Iran Peace Push

Stocks Bounce on Trump’s Iran Peace Push

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 SweeneyWednesday, March 25th, 202...

25 Mar 39min

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