BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich discusses his expectation that the Fed will cut rates in June even after a hotter-than-expected January CPI report and says now is the time to stay long equities. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.

BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich discusses his expectation that the Fed will cut rates in June even after a hotter-than-expected January CPI report and says now is the time to stay long equities. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

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. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">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>.&nbsp;

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: BlackRock's Russ Koesterich

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a423d917-5a90-4cc5-b6c2-b1160104f3f5/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 Partners Group’s Anastasia Amoroso & Dina Esfandiary of Bloomberg Economics. 

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 Partners Group&rsquo;s Anastasia Amoroso &amp; Dina Esfandiary of Bloomberg Economics.&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: Anastasia Amoroso & Dina Esfandiary

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a30f990e-3eff-4700-a04b-b3f701181a7f/transcript

Featuring:
Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations
Alicia Reese, Senior VP: Equity Research at Wedbush Securities
Jitania Kandhari, Managing Director & Deputy CIO: Solutions & Multi-Asset at Morgan Stanley Investment Management

Featuring:
<ul>
<li>Steven Cook, Senior Fellow: Middle East &amp; Africa Studies at the Council on Foreign Relations</li>
<li>Alicia Reese, Senior VP: Equity Research at Wedbush Securities</li>
<li>Jitania Kandhari, Managing Director &amp; Deputy CIO: Solutions &amp; Multi-Asset at Morgan Stanley Investment Management</li>
</ul>

Bloomberg Surveillance TV: February 20th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a3c19f57-5220-4765-9e58-b3f701153476/transcript

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 Sweeney
Friday, February 20th, 2026

Featuring:
1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses AI disruption fears and the outlook for European growth.
2) Lindsey Piegza, Chief Economist at Stifel, on how the latest economic data will weigh on the Fed's path ahead.
3) Jane Foley, Head of FX Strategy at Rabobank, talks de-dollarization and currency positioning trends.
4) Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics, examines the US military buildup in the Middle East.

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 &amp; Paul Sweeney Friday, February 20th, 2026
Featuring: 1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses AI disruption fears and the outlook for European growth. 2) Lindsey Piegza, Chief Economist at Stifel, on how the latest economic data will weigh on the Fed's path ahead. 3) Jane Foley, Head of FX Strategy at Rabobank, talks de-dollarization and currency positioning trends. 4) Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics, examines the US military buildup in the Middle East.

US Eco Data in Focus as Iran Tensions Simmer

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a0c1565-b980-4e4d-a614-b3f700ed2b4a/transcript

Bloomberg Surveillance: BlackRock's Russ Koesterich

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