Stephen Miran, Federal Reserve Governor Gil Luria, Head of Technology Research at DA Davidson Claudia Sahm, Chief Economist at New Century Advisors Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management Federal Reserve Governor Stephen Miran discusses why recent economic data should push policymakers in a dovish direction. Gil Luria, Head of Technology Research at DA Davidson, explains why he’s remaining bullish on Nvidia. Claudia Sahm, Chief Economist at New Century Advisors, on the growing divide between Fed policymakers. Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management, gives her assessment of recent market volatility.See omnystudio.com/listener for privacy information.
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AI Jitters Return as Market Plunge Baffles Traders
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, November 21th, 2025Featuring:1) Cameron Dawson, CIO at NewEdge Wealth, reacts to recent market volatility and explains why the Fed faces a “choose your own adventure” policy dilemma.2) Yelena Shulyatyeva, Senior Economist at the Conference Board, on the lessons learned from Thursday's September US jobs report.3) Jeff Krumpelman, Chief Investment Strategist & Head of Equities at Mariner Wealth Advisors, explains why elevated valuations remain justified by today’s fundamentals.4) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses how global real estate markets are stabilizing as monetary easing takes hold.See omnystudio.com/listener for privacy information.
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Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former World Bank President David Malpass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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3:20
Bloomberg Surveillance TV: November 20th, 2025
Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management Nela Richardson, Chief Economist at ADP Saira Malik, Chief Investment Officer at Nuveen Angelo Zino, Senior Equity Analyst at CFRA Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management and Nela Richardson, Chief Economist at ADP, react to the long-awaited September jobs report. Saira Malik, Chief Investment Officer at Nuveen, shares her outlook for the Fed’s path ahead following Thursday’s read on the labor market. Angelo Zino, Senior Equity Analyst at CFRA, gives his perspective on the tech sector after strong earnings from Nvidia quelled investor fears over an AI bubble.See omnystudio.com/listener for privacy information.
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29:18
September US Payroll Gain Beats Most EstimatesSeptember US Payroll Gain Beats Most Estimates
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 20th, 2025Featuring:1) Jeffrey Cleveland, Director and Chief Economist at Payden & Rygel, reacts to the September US jobs report.2) David Malpass, former President at the World Bank, on why cautious rate cuts may backfire by tightening financial conditions and slowing growth.3) Marta Norton, Chief Investment Strategist at Empower, on how Nvidia’s results reaffirm AI demand and stabilize markets amid volatility.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the first round of bids for Warner Bros. Discovery expected today, and a Wall Street Journal piece on the 10 'subtle signs' that you are ready to retire.See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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