Julian Emanuel, Evercore ISI Chief Equity and Quantitative Strategist, outlines the conditions necessary for his bear case of the S&P 500 falling to 2,900. Nick Bennenbroek, Wells Fargo International Economist, reacts to the ECB decision. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says to invest in growth in regions outside of Europe. Seema Shah, Principal Global Investors Chief Strategist, thinks we could see a bear market rally. 

Julian Emanuel, Evercore ISI Chief Equity and Quantitative Strategist, outlines the conditions necessary for his bear case of the S&amp;P 500 falling to 2,900. Nick Bennenbroek, Wells Fargo International Economist, reacts to the ECB decision. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says to invest in growth in regions outside of Europe. Seema Shah, Principal Global Investors Chief Strategist, thinks we could see a bear market rally.&nbsp;

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: Bear Case with Emanuel (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b0b4feab-e794-49ce-afa5-aeaf0105d830/transcript

Featuring:
Darius Dale, Founder and CEO at 42 Macro
Max Layton, Global Head: Commodities Research at Citigroup Global Markets
Terry Haines, Founder of Pangaea Policy

Featuring:
<ul>
<li>Darius Dale, Founder and CEO at 42 Macro</li>
<li>Max Layton, Global Head: Commodities Research at Citigroup Global Markets</li>
<li>Terry Haines, Founder of Pangaea Policy</li>
</ul>

Bloomberg Surveillance TV: May 7th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1db8cc54-400d-4149-a1fd-b443010792b3/transcript

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

In this episode, we feature our conversation with Cam Dawson & Liz Ann Sonders.

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 conversation with Cam Dawson &amp; Liz Ann Sonders.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Cam Dawson & Liz Ann Sonders

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/20a589d0-ccdc-49ea-bbba-b44300eb89c0/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, May 7, 2026
Featuring:
1) Cam Dawson, CIO at NewEdge Wealth, joins to discuss what's to like, and not to like, in the equity market.
2) Ellen Wald, Senior Fellow at the Atlantic Council, offers her outlook for oil and energy prices amid the ongoing Iran war.
3) Richard Portes, Economics Professor at London Business School, joins to talk about private credit, global imbalances, and US debt from abroad.
4) Michael Conrath, Chief Retirement Strategist at JPMorgan Asset Management, talks about the firm's findings on retirement and silent risks in retirement spending.

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, May 7, 2026 Featuring: 1) Cam Dawson, CIO at NewEdge Wealth, joins to discuss what's to like, and not to like, in the equity market. 2) Ellen Wald, Senior Fellow at the Atlantic Council, offers her outlook for oil and energy prices amid the ongoing Iran war. 3) Richard Portes, Economics Professor at London Business School, joins to talk about private credit, global imbalances, and US debt from abroad. 4) Michael Conrath, Chief Retirement Strategist at JPMorgan Asset Management, talks about the firm's findings on retirement and silent risks in retirement spending.

Outlook for Oil and Market All-Time Highs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fd637a5b-4f90-4e1b-83a1-b44300f53d9f/transcript

Surveillance: Bear Case with Emanuel (Podcast)

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