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(4296)

Bloomberg Surveillance TV: February 4th, 2026

Bloomberg Surveillance TV: February 4th, 2026

Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas See omnystudio.com...

4 Feb 21min

Stocks Waver After AI Scare as Gold Hits $5,000

Stocks Waver After AI Scare as Gold Hits $5,000

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, February 4th, 20...

4 Feb 32min

Single Best Idea with Tom Keene: Eswar Prasad & Jed Kolko

Single Best Idea with Tom Keene: Eswar Prasad & Jed Kolko

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Cornell University’s Eswar Prasad & Jed Kolko of...

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Bloomberg Surveillance TV: February 3rd, 2026

Bloomberg Surveillance TV: February 3rd, 2026

Featuring: Steven Englander, Standard Chartered Bank, Global Head: G10 FX Research Terry Haines, Founder of Pangaea Policy Yelena Shulyatyeva, Senior US Economist for The Conference Board See omnystu...

3 Feb 18min

Volatility Skew Shows Defensive Tilt in Markets

Volatility Skew Shows Defensive Tilt in 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 SweeneyTuesday, February 3rd, 2026...

3 Feb 41min

Bloomberg Surveillance TV: February 2nd, 2026

Bloomberg Surveillance TV: February 2nd, 2026

Featuring: Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Andrew Hollenhorst, Citigroup Global Markets Chief US Economist Henrietta Treyz, Co-Founder of Veda Partners See om...

2 Feb 24min

Gold and Silver Fall as Record Rally Unwinds

Gold and Silver Fall as Record Rally Unwinds

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, February...

2 Feb 27min

Single Best Idea with Tom Keene: Neil Dutta & Claudia Sahm

Single Best Idea with Tom Keene: Neil Dutta & Claudia Sahm

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of...

30 Jan 3min

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