Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend.


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Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend.
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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. 

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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: Rajappa's Recession Call

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5670fd6b-2802-4382-8385-b03100e64dcb/transcript

The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that threatens to spiral across the oil-rich Middle East.   

“The hour for your freedom is at hand,” Trump said, addressing Iranians in a video posted on Truth Social on Saturday. “When we’re finished, take over your government. It will be yours to take. This will be probably your only chance for generations.”   

The military campaign could be a defining moment for Trump, risking a drawn-out regional war that leads to a surge in energy prices and American casualties ahead of mid-term elections this year. Iran quickly responded by firing missiles on Israel and US bases around the region, and countries in the Persian Gulf closed their airspace.  

Israel’s military said the campaign would target “dozens of military targets,” and Iran media reported strikes on defensive and civilian sites, including more than 50 people dead in a strike on a school in Hormozgan, in the south of the country. Several large explosions were reported in the capital, Tehran.   
Bloomberg's David Gura and Christina Ruffini lead our team coverage in this instant reaction podcast.

The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that threatens to spiral across the oil-rich Middle East.&nbsp; &nbsp; &ldquo;The hour for your freedom is at hand,&rdquo; Trump said, addressing Iranians in a video posted on Truth Social on Saturday. &ldquo;When we&rsquo;re finished, take over your government. It will be yours to take. This will be probably your only chance for generations.&rdquo;&nbsp; &nbsp; The military campaign could be a defining moment for Trump, risking a drawn-out regional war that leads to a surge in energy prices and American casualties ahead of mid-term elections this year. Iran quickly responded by firing missiles on Israel and US bases around the region, and countries in the Persian Gulf closed their airspace.&nbsp;&nbsp; Israel&rsquo;s military said the campaign would target &ldquo;dozens of military targets,&rdquo; and Iran media reported strikes on defensive and civilian sites, including more than 50 people dead in a strike on a school in Hormozgan, in the south of the country. Several large explosions were reported in the capital, Tehran.&nbsp; &nbsp; Bloomberg's David Gura and Christina Ruffini lead our team coverage in this instant reaction podcast.

Instant Reaction: US, Israel Attack Iran as Trump Urges Regime Change

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0aebccf5-0cb8-46ed-8365-b3ff00e36765/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 Strategas Research Partners’ Chris Verrone & Constantine Courcoulas of Bloomberg News. 

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 Strategas Research Partners&rsquo; Chris Verrone &amp; Constantine Courcoulas of Bloomberg News.&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: Chris Verrone & Constantine Courcoulas

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ba50eba-4dbf-44e9-a897-b3fe010e4193/transcript

Featuring:
Stephen Auth, Executive VP & CIO: Equity at Federated Global Investment Management Group
Emil Michael, US Government Undersecretary of Defense
Amos Hochstein, Managing Partner of TWG Global

Featuring:
<ul>
<li>Stephen Auth, Executive VP &amp; CIO: Equity at Federated Global Investment Management Group</li>
<li>Emil Michael, US Government Undersecretary of Defense</li>
<li>Amos Hochstein, Managing Partner of TWG Global</li>
</ul>

Bloomberg Surveillance TV: February 27th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c571ba66-de4f-4f56-b870-b3fe0116fa80/transcript

Surveillance: Rajappa's Recession Call

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