-Pierre Ferragu, New Street Research Managing Partner
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy
-Rubeela Farooqi, High Frequency Economics Chief U.S. Economist

Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

-Pierre Ferragu, New Street Research Managing Partner -Henrietta Treyz, Veda Partners Director Economic Policy Research -Zachary Griffiths, CreditSights Head of US IG &amp; Macro Strategy -Rubeela Farooqi, High Frequency Economics Chief U.S. Economist Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

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: July 8, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/887ccd5d-a0d7-48ae-b91b-b1a700e2ebe1/transcript

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners 
Pooja Sriram, Vice President of US Economic Research at Barclays 
Keith Lerner, Co-CIO and Chief Market Strategist at Truist 

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

<ul>
<li>Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods</li>
<li>Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners&nbsp;</li>
<li>Pooja Sriram, Vice President of US Economic Research at Barclays&nbsp;</li>
<li>Keith Lerner, Co-CIO and Chief Market Strategist at Truist&nbsp;</li>
</ul>
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he&rsquo;s unsure if his economic policies will lead to Republican wins in next year&rsquo;s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday&rsquo;s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

Bloomberg Surveillance TV: December 15th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af60f190-0aa7-4744-9e3f-b3b401065b4b/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 15th, 2025

Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.

2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.

3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today’s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.

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 Monday, December 15th, 2025 Featuring: 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.
2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.
3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today&rsquo;s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.

Bullish Calls for 2026 Emerge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/99a0cfd6-4000-4001-b5b6-b3b401087d08/transcript

Peter Tchir, Head of Macro Strategy at Academy Securities 
Yelena Shulyatyeva, Senior US Economist at The Conference Board 
Jason Bazinet, Global Head of Media and Entertainment at Citi 
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab 

Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.

<ul>
<li>Peter Tchir, Head of Macro Strategy at Academy Securities&nbsp;</li>
<li>Yelena Shulyatyeva, Senior US Economist at The Conference Board&nbsp;</li>
<li>Jason Bazinet, Global Head of Media and Entertainment at Citi&nbsp;</li>
<li>Liz Ann Sonders, Chief Investment Strategist at Charles Schwab&nbsp;</li>
</ul>
Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.

Bloomberg Surveillance TV: December 12th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcf1fecc-fda1-4f05-b786-b3b101058ca7/transcript

Bloomberg Surveillance TV: July 8, 2024

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