Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Management Global Market Strategist, says we are almost at a bipolar world in terms of economic spheres of influence. Bob Diamond, Atlas Merchant Capital CEO, says Deutsche Bank lacks a strong domestic retail business. Seema Shah, Bloomberg Intelligence Senior Consumer Analyst, says its an unknown for Home Depot if they will be impacted by tariffs. 

Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Management Global Market Strategist, says we are almost at a bipolar world in terms of economic spheres of influence. Bob Diamond, Atlas Merchant Capital CEO, says Deutsche Bank lacks a strong domestic retail business. Seema Shah, Bloomberg Intelligence Senior Consumer Analyst, says its an unknown for Home Depot if they will be impacted by tariffs.

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

Surveillance: China Is Not A Small Player Anymore, Kelly Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f7342832-083f-4d8d-a7da-ae2700907afd/transcript

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

In this episode, we feature conversations with Madison and Wall’s Brian Wieser & Nancy Lazar of Piper Sandler. 

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 Madison and Wall&rsquo;s Brian Wieser &amp; Nancy Lazar of Piper Sandler.&nbsp;
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: Brian Wieser & Nancy Lazar

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/76c32ff9-1c34-4070-8bda-b3e101045b60/transcript

Featuring:
Claudia Sahm, Chief Economist at New Century Advisors
Angelo Zino, CFRA Senior VP and Head of Technology
Jeanette Lowe, Managing Director of Policy Research at Strategas Securities

Featuring:
<ul>
<li>Claudia Sahm, Chief Economist at New Century Advisors</li>
<li>Angelo Zino, CFRA Senior VP and Head of Technology</li>
<li>Jeanette Lowe, Managing Director of Policy Research at Strategas Securities</li>
</ul>

Bloomberg Surveillance TV: January 29th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/084045cd-bd2b-4326-8983-b3e101143602/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, January 29th, 2026
Featuring:
1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings.

2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans.

3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.

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, January 29th, 2026 Featuring: 1) Brian Wieser, CEO &amp; Principal at Madison and Wall, reacts to the week's mega-cap tech earnings.
2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans.
3) Stefanie Stantcheva, Professor of Economics &amp; Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.

AI Spending Separates Tech Winners and Losers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/933bce70-1176-4985-8556-b3e100f64618/transcript

Surveillance: China Is Not A Small Player Anymore, Kelly Says

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