Bloomberg Surveillance

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values.
The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington.
“We want Europe to prosper because we’re interconnected in so many different ways, and because our alliance is so critical,” Rubio told Bloomberg News Editor-in-Chief John Micklethwait on the sidelines of the conference on Saturday. “But it has to be an alliance of allies that are capable and willing to fight for who they are and what’s important.”
“What is it that binds us together? Ultimately, it’s the fact that we are both heirs to the same civilization, and it’s a great civilization,” he said. “It’s one we should be proud of.”
Rubio’s comments elaborated on a speech he delivered to the event, Europe’s premier annual security gathering, earlier Saturday morning. The speech was the most anticipated of the three-day conference, with fellow leaders eager to hear if he would double down on the contemptuous tone voiced a year earlier by Vice President JD Vance at the same venue.
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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 Bloomberg Intelligence.
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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
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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
Featuring:

1) Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, Michael Ball, Bloomberg News Macro Strategist, and Veronica Clark, US Economist at Citi, react to the January US CPI print.
2) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, talks global central bank divergence.
3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on sector rotation and high valuations.
4) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on how the US has put itself in the middle of China's Venezuela oil trade.
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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 conversation with Peter Navarro, Senior White House Counselor for Trade and Manufacturing.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.