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

In this episode, we feature conversations with Lindsey Piegza & Katy Kaminski

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 Lindsey Piegza &amp; Katy Kaminski
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: Lindsey Piegza & Katy Kaminski

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/83b24e54-86e5-4c84-9d3b-b37200f1be4a/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 PIMCO's Tiffany Wilding & Keith Lerner of Truist.

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 our conversations with PIMCO's Tiffany Wilding &amp; Keith Lerner of Truist. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3ce9242c-3121-47e5-a531-b3940106b349/transcript

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services 
Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research 
Lisa Hornby, Head of US Fixed Income at Schroders Investment Management 
Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco 

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls’ side. Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on how shutdown-related data delays complicate Federal Reserve decision making ahead of their December meeting. Lisa Hornby, Head of US Fixed Income at Schroders Investment Management, on why she thinks the FOMC is still on track for a December cut. Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco, discusses market crossroads post shutdown and opportunities in steepening yield curves.

<ul>
<li>Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services&nbsp;</li>
<li>Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research&nbsp;</li>
<li>Lisa Hornby, Head of US Fixed Income at Schroders Investment Management&nbsp;</li>
<li>Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco&nbsp;</li>
</ul>
Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls&rsquo; side. Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research, on how shutdown-related data delays complicate Federal Reserve decision making ahead of their December meeting. Lisa Hornby, Head of US Fixed Income at Schroders Investment Management, on why she thinks the FOMC is still on track for a December cut. Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco, discusses market crossroads post shutdown and opportunities in steepening yield curves.

Bloomberg Surveillance TV: November 13th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1cc5b44c-d2a8-422b-9c6d-b3940119da61/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 13th, 2025

Featuring:
1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schiller, Professor of Political Science at Brown University, examines the political fallout in Washington after seven Senate Democrats broke ranks and voted with Republicans to pass the shutdown-ending spending bill.3) Kimberly LaPointe, Head of Wealth for Macquarie Asset Management, talks infrastructure as a core driver of diversification and inflation protection.4) Selma Hepp, Senior Vice President and Chief Economist at Cotality, explains the impact of rising insurance and non-mortgage costs on US housing.

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 Thursday, November 13th, 2025 Featuring: 1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schiller, Professor of Political Science at Brown University, examines the political fallout in Washington after seven Senate Democrats broke ranks and voted with Republicans to pass the shutdown-ending spending bill.3) Kimberly LaPointe, Head of Wealth for Macquarie Asset Management, talks infrastructure as a core driver of diversification and inflation protection.4) Selma Hepp, Senior Vice President and Chief Economist at Cotality, explains the impact of rising insurance and non-mortgage costs on US housing.

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e933f3f1-facb-40c3-a281-b3940108e04f/transcript

Single Best Idea with Tom Keene: Lindsey Piegza & Katy Kaminski

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