Alpine Saxon Woods' Chief Market Strategist Sarah Hunt discusses tech earnings with a preview to Nvidia, concentration risk and consumer stress. She speaks with Bloomberg's Manus Cranny, Lisa Abramowicz and Annmarie Hordern. 

Alpine Saxon Woods' Chief Market Strategist Sarah Hunt discusses tech earnings with a preview to Nvidia, concentration risk and consumer stress. She speaks with Bloomberg's Manus Cranny, Lisa Abramowicz and Annmarie Hordern.

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. 

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: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance: Alpine Saxon Woods' Sarah Hunt Talks Nvidia Mania

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2cf17a0d-74ef-415f-ba24-b1180139bc55/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 23rd, 2025

Featuring:
1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.

2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.

3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Tuesday, December 23rd, 2025 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.
3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

Markets React to Last Major US Eco Data of 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55f201de-04bc-44e5-8499-b3bc0112ec99/transcript

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

In this episode, we feature our conversations with JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets. 

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

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.&nbsp;
In this episode, we feature our conversations with JPMorgan&rsquo;s David Kelly &amp; Lori Calvasina of RBC Capital Markets.&nbsp;
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: David Kelly & Lori Calvasina

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1002ee3e-2f30-4e40-8e2f-b3bb00ffaebd/transcript

Federal Reserve Governor Stephen Miran 
Neil Dutta, Head of US Economic Research at Renaissance Macro Research
Marvin Loh, Senior Strategist: Global Macro at State Street 
Patrick McHenry, Former Chair of the House Financial Services Committee 

Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.

<ul>
<li>Federal Reserve Governor Stephen Miran&nbsp;</li>
<li>Neil Dutta, Head of US Economic Research at Renaissance Macro Research</li>
<li>Marvin Loh, Senior Strategist: Global Macro at State Street&nbsp;</li>
<li>Patrick McHenry, Former Chair of the House Financial Services Committee&nbsp;</li>
</ul>
Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.

Bloomberg Surveillance TV: December 22nd, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6138975f-9f7f-452a-a37e-b3bb011620ff/transcript

Bloomberg Surveillance: Alpine Saxon Woods' Sarah Hunt Talks Nvidia Mania

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