Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull market. Holger Schmieding of Berenberg expects upside for Europe next year. Former FDIC Chair Sheila Bair says more banks are going to fail. 
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Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull market. Holger Schmieding of Berenberg expects upside for Europe next year. Former FDIC Chair Sheila Bair says more banks are going to fail. 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>

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

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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: Equity & Fixed Income Disjointment

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a598023b-70f3-4079-b667-b08800dfa5c2/transcript

Jeanine Pirro vowed to continue her investigation of Federal Reserve Chair Jerome Powell after a judge rejected subpoenas issued to the central bank, threatening to delay the confirmation of Kevin Warsh as Powell’s successor.

US District Judge James Boasberg said the government had advanced no evidence to justify the subpoenas — relating to renovations to the Fed’s headquarters and Powell’s comments about the project — and said they clearly reflected an “improper motive” of retaliating against Powell over policy differences. Pirro, who leads the US Attorney’s Office for the District of Columbia, called the ruling wrong and said they would appeal the decision.

“This process has been arbitrarily undermined by an activist judge,” Pirro said in a press conference Friday. “The process should have been allowed to run its course, and it wasn’t. And shame on them.”

For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol Massar and Tim Stenovec speak with:
June Grasso, Bloomberg legal analyst and host of Bloomberg Law
Michael McKee, Bloomberg International Economics & Policy correspondent
Tim O'Brien, Bloomberg Opinion senior executive editor 

Jeanine Pirro vowed to continue her investigation of Federal Reserve Chair Jerome Powell after a judge rejected subpoenas issued to the central bank, threatening to delay the confirmation of Kevin Warsh as Powell&rsquo;s successor.
US District Judge James Boasberg said the government had advanced no evidence to justify the subpoenas &mdash; relating to renovations to the Fed&rsquo;s headquarters and Powell&rsquo;s comments about the project &mdash; and said they clearly reflected an &ldquo;improper motive&rdquo; of retaliating against Powell over policy differences. Pirro, who leads the US Attorney&rsquo;s Office for the District of Columbia, called the ruling wrong and said they would appeal the decision.
&ldquo;This process has been arbitrarily undermined by an activist judge,&rdquo; Pirro said in a press conference Friday. &ldquo;The process should have been allowed to run its course, and it wasn&rsquo;t. And shame on them.&rdquo;
For instant reaction and analysis, Bloomberg Businessweek Daily cohosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>June Grasso, Bloomberg legal analyst and host of Bloomberg Law</li>
<li>Michael McKee, Bloomberg International Economics &amp; Policy correspondent</li>
<li>Tim O'Brien, Bloomberg Opinion senior executive editor&nbsp;</li>
</ul>

Instant Reaction: Judge Rejects Subpoenas of Fed in Powell Case, DOJ to Appeal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/13026eda-528e-4243-8060-b40c01604e3f/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 Ziad Daoud from Bloomberg Economics and Michael Nierenberg of Rithm Capital. 

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 Ziad Daoud from Bloomberg Economics and Michael Nierenberg of Rithm Capital.&nbsp;
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Ziad Daoud & Michael Nierenberg

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eac7cf35-abea-40fe-8740-b40c00ee4b20/transcript

Featuring:
Eugene Seroka, Port of Los Angeles Executive Director
Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association
Rachel Ziemba, Adjunct Senior Fellow at the Center for New American Security

Featuring:
<ul>
<li>Eugene Seroka, Port of Los Angeles Executive Director</li>
<li>Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association</li>
<li>Rachel Ziemba, Adjunct Senior Fellow at the Center for New American Security</li>
</ul>

Bloomberg Surveillance TV: March 13th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8890edb0-56cd-41b2-b76a-b40c01065afe/transcript

Surveillance: Equity & Fixed Income Disjointment

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