Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker.

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: Earnings Recession with Wilson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e1ae77da-9eb1-4196-b320-af8000fa775d/transcript

Featuring:
Peter Tchir, Director & Head of Macro Strategy at Academy Securities
Priya Misra, Managing Director & Portfolio Manager at JP Morgan Investment Management
Stephanie Roth, Chief Economist at Wolfe Research

Featuring:
<ul>
<li>Peter Tchir, Director &amp; Head of Macro Strategy at Academy Securities</li>
<li>Priya Misra, Managing Director &amp; Portfolio Manager at JP Morgan Investment Management</li>
<li>Stephanie Roth, Chief Economist at Wolfe Research</li>
</ul>

Bloomberg Surveillance TV: July 2nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e96e1d3a-186d-46d8-93d4-b47b010dad08/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 2, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Katy Kaminski, Chief Research Strategist at AlphaSimplex, and Kristina Campmany, Senior Portfolio Manager: Global Debt at Invesco, react to the June jobs report.
2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses why she expects more upside surprise in the stock market.
3) Lia Taniguchi, Head of Labor Research at Bullhorn, talks the firm's findings on the recent hiring slowdown and the labor market's biggest outlier.

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 2, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Katy Kaminski, Chief Research Strategist at AlphaSimplex, and Kristina Campmany, Senior Portfolio Manager: Global Debt at Invesco, react to the June jobs report. 2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses why she expects more upside surprise in the stock market. 3) Lia Taniguchi, Head of Labor Research at Bullhorn, talks the firm's findings on the recent hiring slowdown and the labor market's biggest outlier.

June Jobs Day

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f6cd2b75-3033-4cf1-897a-b47b00faa010/transcript

Featuring:
Victoria Fernandez, Chief Market Strategist at Crossmark Global
Angelo Zino, Senior VP & Head: Technology at CFRA
Ivan Espinosa, President & CEO of Nissan Motor Co.

Featuring:
<ul>
<li>Victoria Fernandez, Chief Market Strategist at Crossmark Global</li>
<li>Angelo Zino, Senior VP &amp; Head: Technology at CFRA</li>
<li>Ivan Espinosa, President &amp; CEO of Nissan Motor Co.</li>
</ul>

Bloomberg Surveillance TV: July 1st, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/911bfbe1-e6c6-4f6a-8b55-b47a010b2e2a/transcript

Surveillance: Earnings Recession with Wilson

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