 Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, says EUR-USD towards parity is possible. Mike Darda, Roth MKM Chief Economist & Macro Strategist, says yield trades can be unwound over the course of the year if we see softer data. Rep. French Hill (R) Arkansas, discusses congress averting a US government shutdown. 
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Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, says EUR-USD towards parity is possible. Mike Darda, Roth MKM Chief Economist &amp; Macro Strategist, says yield trades can be unwound over the course of the year if we see softer data. Rep. French Hill (R) Arkansas, discusses congress averting a US government shutdown. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

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: Concern, Not Fear with Calvasina

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/654f6bd9-2efb-45cf-aa97-b08f00e5f72f/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 Steve Englander & Meredith Whitney. 

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 conversations with Steve Englander &amp; Meredith Whitney.&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: Steve Englander & Meredith Whitney

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d97f6d5-6114-48ba-969e-b3e70109297f/transcript

Featuring:
Libby Cantrill, Managing Director and Head of Public Policy at PIMCO
Gene Seroka, Port of Los Angeles Executive Director
James Egelhof, Chief US Economist at BNP Paribas

Featuring:
<ul>
<li>Libby Cantrill, Managing Director and Head of Public Policy at PIMCO</li>
<li>Gene Seroka, Port of Los Angeles Executive Director</li>
<li>James Egelhof, Chief US Economist at BNP Paribas</li>
</ul>

Bloomberg Surveillance TV: February 4th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9df089fd-3f56-4252-ab48-b3e7010fdedb/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 SweeneyWednesday, February 4th, 2026

Featuring:

1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data.

2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis.

3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.

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 SweeneyWednesday, February 4th, 2026 Featuring: 1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data. 2) Freya Beamish, Chief Economist &amp; Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fiscal crisis. 3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.

Stocks Waver After AI Scare as Gold Hits $5,000

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d9174856-7384-41a7-9d33-b3e700f3817a/transcript

Surveillance: Concern, Not Fear with Calvasina

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