Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Robert Kaplan & Ed Yardeni.

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- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank
- Ohsung Kwon, Chief Equity Strategist at Wells Fargo
- Katy Kaminski, Chief Research Strategist at AlphaSimplex Group
- Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee

Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his expectations for the Fed's easing cycle into 2026. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses why he's raising his year-end price target for the S&P 500. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group, talks big tech earnings and the catalysts she sees driving markets. Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee, joins to discuss the latest on the US government shutdown.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu
Tuesday, October 28th, 2025
1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting.
2) Ed Yardeni, President at Yardeni Research, discusses the potential risks of a preemptive rate cut by Fed policymakers.
3) Drew Matus, Chief Market Strategist at MetLife, on how the lack of economic data will impact the Fed's strategy this week.
4) Steve Sosnick, Chief Strategist at Interactive Brokers, gives his take on mega-cap tech earnings and the impact of US tariff policy.

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• Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income
• Vito Sperduto, Head of RBC Capital Markets, US
• Terry Haines, Founder at Pangaea Policy
• Veronica Clark, Director of Citi Research at Citigroup Global Markets

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at the Asian open as prospect of a US-China trade agreement. Vito Sperduto, Head of RBC Capital Markets: US, on the recent surge of M&A activity. Terry Haines, Founder at Pangaea Policy, discusses the latest news out of Washington as the US government shutdown approaches the one-month mark. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for this week's FOMC meeting.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Monday, October 27th, 2025
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends.
2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-China trade talks and the ongoing US government shutdown.
3) David Rosenberg, Founder and President at Rosenberg Research & Associates, on the divergence between market optimism and real economic weakness.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including reporting from the Wall Street Journal that 'Yellowstone' creator Taylor Sheridan will leave Paramount for rival NBCUniversal, and a Bloomberg News scoop that Apple is working on a vapor chamber to improve cooling and performance in an iPad Pro slated for as early as 2027.

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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 conversations with Kit Juckes and Jordan Rochester.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, October 24th, 2025
1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader global economy.

2) Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, on the CPI report and the path ahead for the US economy.

3) Leslie Palti-Guzman, Founder at Vista Energy & Non-Resident Fellow at the Center on Global Energy Policy, discusses the state of US-China trade, and the implications it may have on the energy sector.

4) Jeff Schumacher, EY Growth Platforms Leader at EY-Parthenon, talks neurosymbolic AI and the potential for application for financial professionals.

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- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- George Pollack, Senior Analyst for US Policy at Signum Global
- John Stoltzfus, Chief Investment Strategist at Oppenheimer

David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Friday's September CPI report that showed underlying US inflation rose at the slowest pace in three months, keeping the Federal Reserve on course to lower interest rates next week. George Pollack, Senior Analyst for US Policy at Signum Global, shares his expectations for President Trump's meeting with Chinese President Xi Jinping next week. John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares his long-term outlook for markets and the US economy.

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