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 AllianceBernstein’s Nelson Yu & Nancy Tengler of Laffer Tengler Investments. 

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 AllianceBernstein&rsquo;s Nelson Yu &amp; Nancy Tengler of Laffer Tengler Investments.&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: Nelson Yu & Nancy Tengler

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0966974-7d44-4e10-a5ad-b41600ef28f3/transcript

Featuring:
Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies
Michael Haigh, Managing Director & Head of FIC and Commodity Research at Societe Generale London
Federal Reserve Board of Governors Member Stephen Miran

Featuring:
<ul>
<li>Norman Roule, Senior Adviser: Warfare &amp; Terrorism Program at the Center for Strategic &amp; International Studies</li>
<li>Michael Haigh, Managing Director &amp; Head of FIC and Commodity Research at Societe Generale London</li>
<li>Federal Reserve Board of Governors Member Stephen Miran</li>
</ul>

Bloomberg Surveillance TV: March 23rd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5b59549b-9d98-4313-b981-b416010397d8/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 SweeneyMonday, March 23rd, 2026
Featuring:
1) Onur Ant, Bloomberg News Middle East & North Africa Managing Editor, on the latest developments out of Iran.
2) Nelson Yu, Senior Vice President & Head of Equities at AllianceBernstein, discusses market fragility and concentration risk.
3) Nancy Tengler, CEO & CIO at Laffer Tengler Investments, examines long term opportunity beyond geopolitical headlines.
4) Olivia White, Senior Partner & Director at McKinsey Global Institute, on the geopolitical factors reshaping global trade.

The latest in finance, economics and investment. 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 SweeneyMonday, March 23rd, 2026 Featuring: 1) Onur Ant, Bloomberg News Middle East &amp; North Africa Managing Editor, on the latest developments out of Iran. 2) Nelson Yu, Senior Vice President &amp; Head of Equities at AllianceBernstein, discusses market fragility and concentration risk. 3) Nancy Tengler, CEO &amp; CIO at Laffer Tengler Investments, examines long term opportunity beyond geopolitical headlines. 4) Olivia White, Senior Partner &amp; Director at McKinsey Global Institute, on the geopolitical factors reshaping global trade.

Trump Postpones Iran Energy Strikes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/49fb8d6b-1c73-4339-8bd2-b41600df59b9/transcript

Bloomberg Surveillance: BlackRock's Russ Koesterich

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