Geoffrey Yu, Senior Market Strategist at BNY 
Dana Peterson, Chief Economist at The Conference Board 
Andrew Bishop, Global Head of Policy Research at Signum Global 
Dan Ives, Global Head of Tech Research at Wedbush Securities 

Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump’s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead.

<ul>
<li>Geoffrey Yu, Senior Market Strategist at BNY&nbsp;</li>
<li>Dana Peterson, Chief Economist at The Conference Board&nbsp;</li>
<li>Andrew Bishop, Global Head of Policy Research at Signum Global&nbsp;</li>
<li>Dan Ives, Global Head of Tech Research at Wedbush Securities&nbsp;</li>
</ul>
Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump&rsquo;s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead.

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 TV: January 2nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2656f6a3-7716-4636-9087-b3c600fc87ac/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Isabelle Lee
Friday, January 2nd, 2026

Featuring:
1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains.

2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead.

3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure.

4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.

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 Paul Sweeney &amp; Isabelle Lee Friday, January 2nd, 2026 Featuring: 1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains. 2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead. 3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure. 4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.

AI Optimism Kicks Off New Year

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/be8e9202-58c5-4b1c-94d5-b3c600e8c0b2/transcript

Michael Purves, CEO at Tallbacken Capital Advisors 
Michael Reid, Senior US Economist at RBC 
George Pollack, Senior US Policy Analyst at Signum Global 
Barbara Doran, CEO & CIO at BD8 Capital 

Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO & CIO at BD8 Capital, gives her market outlook for the year ahead.

<ul>
<li>Michael Purves, CEO at Tallbacken Capital Advisors&nbsp;</li>
<li>Michael Reid, Senior US Economist at RBC&nbsp;</li>
<li>George Pollack, Senior US Policy Analyst at Signum Global&nbsp;</li>
<li>Barbara Doran, CEO &amp; CIO at BD8 Capital&nbsp;</li>
</ul>
Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO &amp; CIO at BD8 Capital, gives her market outlook for the year ahead.

Bloomberg Surveillance TV: December 31st, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/407e69b7-b486-4597-852e-b3c400e1ed9c/transcript

Mark Cabana, Head of US Rates Strategy at BofA Global Research 
Constance Hunter, Chief Economist at Economist Intelligence Unit 
Dana D’Auria, Co-CIO & Group President at Envestnet 
Nicole Bachaud, Labor Economist at ZipRecruiter 

Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.

<ul>
<li>Mark Cabana, Head of US Rates Strategy at BofA Global Research&nbsp;</li>
<li>Constance Hunter, Chief Economist at Economist Intelligence Unit&nbsp;</li>
<li>Dana D&rsquo;Auria, Co-CIO &amp; Group President at Envestnet&nbsp;</li>
<li>Nicole Bachaud, Labor Economist at ZipRecruiter&nbsp;</li>
</ul>
Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D&rsquo;Auria, Co-CIO &amp; Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.

Bloomberg Surveillance TV: December 30th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7affa5f4-cb78-4cc0-a7b3-b3c301004dd7/transcript

Bloomberg Surveillance TV: January 2nd, 2026

In 1 playlist(s)

Bloomberg Surveillance

Social links

Follow podcast

Recent clips