-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist

Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy. 

-Mike Wilson, Morgan Stanley Chief US Equity Strategist &amp; CIO -Rob Casey, Signum Global Partner &amp; Senior Analyst -David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy.

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 TV: September 11, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/434a8939-664d-4a62-a953-b1e800e35163/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 Dartmouth’s Douglas Irwin & Nathan Dean of Bloomberg Intelligence. 

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 Dartmouth&rsquo;s Douglas Irwin &amp; Nathan Dean of Bloomberg Intelligence.&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: Douglas Irwin & Nathan Dean

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b46c1fff-f16d-4878-8161-b3fb0101b89e/transcript

Featuring:
Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management
Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler
Beth Kindig, CEO & Lead Tech Analyst at I/O Fund

Featuring:
<ul>
<li>Bob Michele, Managing Director, CIO &amp; Head: GFICC at JP Morgan Investment Management</li>
<li>Doreen Edelman, Partner &amp; Chair: Global Trade Policy at Lowenstein Sandler</li>
<li>Beth Kindig, CEO &amp; Lead Tech Analyst at I/O Fund</li>
</ul>

Bloomberg Surveillance TV: February 24th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ac6341d2-fb9f-4827-91c5-b3fb01162a78/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 SweeneyTuesday, February 24th, 2026

Featuring:

1) Douglas Irwin, Professor of Economics at Dartmouth College, examines the implications of the Supreme Court's ruling on IEEPA tariffs.
2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the S&P 500's "duck market".
3) Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, previews tonight's State of the Union address.
4) Nadia Schadlow, Senior Fellow at Hudson Institute & Former Deputy National Security Advisor for Strategy, analyzes the clash between globalism and nation states.

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 SweeneyTuesday, February 24th, 2026 Featuring: 1) Douglas Irwin, Professor of Economics at Dartmouth College, examines the implications of the Supreme Court's ruling on IEEPA tariffs. 2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the S&amp;P 500's "duck market". 3) Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, previews tonight's State of the Union address. 4) Nadia Schadlow, Senior Fellow at Hudson Institute &amp; Former Deputy National Security Advisor for Strategy, analyzes the clash between globalism and nation states.

Stocks Seek Cautious Recovery as Tariff Uncertainty Lingers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4a5b5b9e-3abf-4fa2-a96b-b3fb00ee0438/transcript

Bloomberg Surveillance TV: September 11, 2024

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