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

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Hartree Partners’ Ed Morse & Audrey Childe-Freeman of Bloomberg Intelligence. 

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 Hartree Partners&rsquo; Ed Morse &amp; Audrey Childe-Freeman of Bloomberg Intelligence.&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: Ed Morse & Audrey Childe-Freeman

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/077f8652-2414-4449-ac2a-b40b00f6f3ed/transcript

Featuring:
Keith Lerner, CEO & Chief Market Strategist at Truist Advisory Services
Dr. Jorge Leon, Senior VP & Head of Geopolitical Analysis at Rystad Energy
Libby Cantrill, Managing Director & Head of Public Policy at PIMCO

Featuring:
<ul>
<li>Keith Lerner, CEO &amp; Chief Market Strategist at Truist Advisory Services</li>
<li>Dr. Jorge Leon, Senior VP &amp; Head of Geopolitical Analysis at Rystad Energy</li>
<li>Libby Cantrill, Managing Director &amp; Head of Public Policy at PIMCO</li>
</ul>

Bloomberg Surveillance TV: March 12th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0a81631c-f0cd-40fb-a108-b40b01066774/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 & Alexis ChristoforousThursday, March 12th, 2026
Featuring:
1) Gita Gopinath, Former IMF Deputy Managing Director and Professor of Economics at Harvard University, joins for an extended conversation on how a prolonged Iran conflict may slow global economic growth.
2) Ed Morse, Senior Advisor at Hartree Partners, talks energy market disruption and the efficacy of strategic petroleum reserve releases.
3) Steven Major, Global Macro Advisor at Tradition, on rising stagflation risk in bond markets.
4) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, discusses the headwinds guiding the Fed's path ahead.

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; Alexis ChristoforousThursday, March 12th, 2026 Featuring: 1) Gita Gopinath, Former IMF Deputy Managing Director and Professor of Economics at Harvard University, joins for an extended conversation on how a prolonged Iran conflict may slow global economic growth. 2) Ed Morse, Senior Advisor at Hartree Partners, talks energy market disruption and the efficacy of strategic petroleum reserve releases. 3) Steven Major, Global Macro Advisor at Tradition, on rising stagflation risk in bond markets. 4) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, discusses the headwinds guiding the Fed's path ahead.

The Risks of a Prolonged Iran War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f5edb5bc-c755-40dc-88db-b40b00e1e804/transcript

Surveillance: Equity & Fixed Income Disjointment

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