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. 

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: Equity & Fixed Income Disjointment

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

Featuring:
Stephen Auth, Executive VP & Chief Investment Officer: Equity at Federated Global Investment Management
Dean of the Purdue Business School & Former St. Louis Fed President James Bullard
Samantha Dart, Managing Director & Head: Natural Gas Research at Goldman Sachs

Featuring:
<ul>
<li>Stephen Auth, Executive VP &amp; Chief Investment Officer: Equity at Federated Global Investment Management</li>
<li>Dean of the Purdue Business School &amp; Former St. Louis Fed President James Bullard</li>
<li>Samantha Dart, Managing Director &amp; Head: Natural Gas Research at Goldman Sachs</li>
</ul>

Bloomberg Surveillance TV: March 11th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/388eeb2e-5290-4940-9914-b40a0106366b/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 & Damian Sassower


Featuring:
1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print.
2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk.
3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks.
4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.

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; Damian Sassower
 Featuring: 1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print. 2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk. 3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks. 4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.

Oil Surge Overshadows Tame US CPI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/738c51b5-5aaf-462e-b015-b40a00dd9f6f/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 Vontobel’s Chairman of the Board Andreas Utermann & Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.

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 Vontobel&rsquo;s Chairman of the Board Andreas Utermann &amp; Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.
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: Andreas Utermann & Patrick Murphy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f26ad628-71b9-4890-840a-b40900fad09e/transcript

Surveillance: Equity & Fixed Income Disjointment

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