Santa Rally Optimism Grows as Stocks Hold Near Record High

Santa Rally Optimism Grows as Stocks Hold Near Record High

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Wednesday, December 24th, 2025

Featuring:
1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses AI driven market volatility and how productivity gains could reshape markets.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post reporting on a study examining how abandoning homeownership may be changing how people behave at work and home, and a Wall Street Journal story on smaller airports and their fan base.

See omnystudio.com/listener for privacy information.

Avsnitt(4291)

Traders Brace for Economic Data Flood

Traders Brace for Economic Data Flood

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 10th, 2026Featuring:1) Jean Boivin, Global Head of Research at BlackRock Investment Institute, discusses EM strength and AI's role in the global macro outlook.2) Frances Donald, Chief Economist at RBC, shares her expectations for the week's eco data.3) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, on 'Sanaenomics' and Japan's productivity focused agenda.4) Ian Bremmer, Founder & President at Eurasia Group, on the 'post-America hedge'.See omnystudio.com/listener for privacy information.

10 Feb 38min

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

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 & Robert Schiffman of Bloomberg Intelligence.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

9 Feb 3min

Bloomberg Surveillance TV: February 9th, 2026

Bloomberg Surveillance TV: February 9th, 2026

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy Dana Peterson, Chief Economist, The Conference Board See omnystudio.com/listener for privacy information.

9 Feb 25min

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

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 SweeneyMonday, February 9th, 2026Featuring:1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, discusses the state of monetary policy and the US economy at large.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, examines the impact of AI disruption and retail-driven market momentum.3) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses the return of liquidity to the US commercial real estate market.4) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, on US-Iran talks and growing friction between the White House and European allies.See omnystudio.com/listener for privacy information.

9 Feb 38min

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

6 Feb 3min

Bloomberg Surveillance TV: February 6th, 2026

Bloomberg Surveillance TV: February 6th, 2026

Featuring: Brian Levitt, Invesco Global Market Strategist Stephanie Roth, Chief Economist at Wolfe Research Jeannette Lowe, Managing Director: Policy Research for Strategas Securities See omnystudio.com/listener for privacy information.

6 Feb 20min

The Outlook for a Kevin Warsh-Led Fed

The Outlook for a Kevin Warsh-Led Fed

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 6th, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.See omnystudio.com/listener for privacy information.

6 Feb 37min

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

5 Feb 3min

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