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>

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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

Featuring:
Torsten Slok, Partner & Chief Economist at Apollo Management
USMC Retired Major General Mastin Robeson
Ryan Petersen, Chairman, CEO & Founder of Flexport Inc.

Featuring:
<ul>
<li>Torsten Slok, Partner &amp; Chief Economist at Apollo Management</li>
<li>USMC Retired Major General Mastin Robeson</li>
<li>Ryan Petersen, Chairman, CEO &amp; Founder of Flexport Inc.</li>
</ul>

Bloomberg Surveillance TV: March 3rd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/25b67931-1aed-4852-ad8d-b4020113042c/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 Sweeney
Tuesday, March 3rd, 2026

Featuring:
1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum.
2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets.
3) Ali Safavi, President of Near East Policy Research & Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran.
4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation.
5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.

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 &amp; Paul Sweeney Tuesday, March 3rd, 2026
Featuring: 1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum. 2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets. 3) Ali Safavi, President of Near East Policy Research &amp; Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran. 4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation. 5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.

Oil Surges as Iran War Disrupts Supplies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e3f430c1-ea90-4a2c-ad09-b40200f2f3da/transcript

Featuring:
Norman Roule, Senior Adviser: Warfare & Terrorism Program for the Center for Strategic & International Studies
Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East
Stephen Schork, President & Founder of the Schork Group

Featuring:
<ul>
<li>Norman Roule, Senior Adviser: Warfare &amp; Terrorism Program for the Center for Strategic &amp; International Studies</li>
<li>Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East</li>
<li>Stephen Schork, President &amp; Founder of the Schork Group</li>
</ul>

Bloomberg Surveillance TV: March 2nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59892d4c-1b2a-4725-938d-b4010111297c/transcript

Surveillance: Equity & Fixed Income Disjointment

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