Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Bob Hormats & George Ball.

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.
In this episode, we feature conversations with Bob Hormats &amp; George Ball.
Watch Tom and Paul LIVE every day on YouTube: 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: 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

Single Best Idea with Tom Keene: Bob Hormats & George Ball

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a896fb43-6d5a-4bd4-96fe-b1ab00ea10da/transcript

Frances Donald, Chief Economist at RBC 
Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income 
Terry Haines, Founder at Pangaea Policy 
Elyas Galou, Senior Investment Strategist at BofA Securities 
Lucy Baldwin, Global Head of Research at Citi 

Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026.

<ul>
<li>Frances Donald, Chief Economist at RBC&nbsp;</li>
<li>Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income&nbsp;</li>
<li>Terry Haines, Founder at Pangaea Policy&nbsp;</li>
<li>Elyas Galou, Senior Investment Strategist at BofA Securities&nbsp;</li>
<li>Lucy Baldwin, Global Head of Research at Citi&nbsp;</li>
</ul>
Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America&rsquo;s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026.

Bloomberg Surveillance TV: December 16th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cc6bcb49-70db-4e83-94af-b3b50110f2e1/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 16th, 2025

Featuring:
1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Hermès Birkin and Kelly handbags are so scarce that they're beating gold and the S&P 500.

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 Tuesday, December 16th, 2025 Featuring: 1) Jeffrey Cleveland, Director &amp; Chief Economist at Payden &amp; Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Herm&egrave;s Birkin and Kelly handbags are so scarce that they're beating gold and the S&amp;P 500.

US Payrolls Rise After October Drop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/58672727-4f2c-4d5f-a927-b3b500fea773/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

Single Best Idea with Tom Keene: Bob Hormats & George Ball

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