Daragh Maher, HSBC US Head of FX Strategy, says investors always ask if it's time to sell the dollar. Terry Haines, Evercore ISI Senior Political Strategist and Head of Political Analysis, predicts markets will understand that policy rollback in the U.S. is very unlikely. Sonali Basak, Bloomberg News Investment Banking Reporter, discusses her recent piece on Howard Lutnick, Cantor Fitzgerald CEO. And Doug Kass, Seabreeze Partners President, says his approach has always been to average into positions, both long and short. 

Daragh Maher, HSBC US Head of FX Strategy, says investors always ask if it's time to sell the dollar. Terry Haines, Evercore ISI Senior Political Strategist and Head of Political Analysis, predicts markets will understand that policy rollback in the U.S. is very unlikely. Sonali Basak, Bloomberg News Investment Banking Reporter, discusses her recent piece on Howard Lutnick, Cantor Fitzgerald CEO. And Doug Kass, Seabreeze Partners President, says his approach has always been to average into positions, both long and short.

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

Surveillance: A Strong Dollar Kills The EM Story, Maher Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/caf77d43-dbdc-446a-a456-ae27009e823b/transcript

Featuring:
Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute
Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution
Michael Gapen, Managing Director & Chief US Economist at Morgan Stanley

Featuring:
<ul>
<li>Katherine Thompson, Senior Fellow: Defense &amp; Foreign Policy at the Cato Institute</li>
<li>Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution</li>
<li>Michael Gapen, Managing Director &amp; Chief US Economist at Morgan Stanley</li>
</ul>

Bloomberg Surveillance TV: May 12th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a004670b-3f16-4bc4-a4cb-b44801024fcb/transcript

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

In this episode, we feature conversations with Ed Yardeni & Constance Hunter.

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 conversations with Ed Yardeni &amp; Constance Hunter.
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: Ed Yardeni & Constance Hunter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/77bf3cb1-b861-4bd3-b8ed-b44800ea277e/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, May 12, 2026
Featuring:
1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook.
2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&P call to 8250, the highest on Wall Street.
3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test.
4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.

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, May 12, 2026 Featuring: 1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook. 2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&amp;P call to 8250, the highest on Wall Street. 3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test. 4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.

Markets Price in April CPI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a8f56eac-dd63-4afc-9414-b44800f1d13c/transcript

Surveillance: A Strong Dollar Kills The EM Story, Maher Says

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