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

In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi.

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 Neil Dutta, Claudia Sahm, &amp; Mark Zandi.
Watch Tom and Paul LIVE every day on YouTube: 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. 

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

Single Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark Zandi

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bd87a837-3230-46d4-9728-b1e300ea730a/transcript

Featuring:
Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management
Paul Sankey, Founder of Sankey Research
James Bullard, Dean of Purdue University Business School & Former St. Louis Fed President

Featuring:
<ul>
<li>Barbara Reinhard, CIO: Multi Asset Strategies &amp; Solutions at Voya Investment Management</li>
<li>Paul Sankey, Founder of Sankey Research</li>
<li>James Bullard, Dean of Purdue University Business School &amp; Former St. Louis Fed President</li>
</ul>

Bloomberg Surveillance TV: July 30th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cce25f2d-eefd-41de-ab45-b497010013b8/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 SweeneyThursday July 30, 2026
Featuring:

1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday.
2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price.
3) Gil Luria, Head: Technology Research at DA Davidson & Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple.
4) Sophia Drossos, Economist at Point72, talks about whether the Fed's in wait and see mode and if less Fed speak is sustainable.

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 SweeneyThursday July 30, 2026 Featuring: 1) Tani Fukui, Senior Director of Economic &amp; Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday. 2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price. 3) Gil Luria, Head: Technology Research at DA Davidson &amp; Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple. 4) Sophia Drossos, Economist at Point72, talks about whether the Fed's in wait and see mode and if less Fed speak is sustainable.

Reacting to PCE, GDP, and Kevin Warsh

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/235390c5-764e-4d93-9043-b49700e0a084/transcript

Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting, with officials repeating their pledge to “deliver price stability.”

Bloomberg&rsquo;s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve&rsquo;s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers&rsquo; decision to leave interest rates unchanged wasn&rsquo;t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland&rsquo;s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee&rsquo;s post-meeting statement was otherwise identical to the one issued following their June meeting, with officials repeating their pledge to &ldquo;deliver price stability.&rdquo;

Instant Reaction: Fed Chair Kevin Warsh's News Conference

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9215ada6-77c1-41a9-a09a-b496014ac81d/transcript

Single Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark Zandi

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