Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, thinks the Euro will move to the downside. Julia Coronado, Macropolicy Perspectives Founder, thinks markets were not expecting Draghi to deliver a lot-and he didn't. Mike Mayo, Wells Fargo Securities Senior Analyst, says it's time to increase the effectiveness of bank regulations. 

Julian Emanuel, BTIG Chief Equity &amp; Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, thinks the Euro will move to the downside. Julia Coronado, Macropolicy Perspectives Founder, thinks markets were not expecting Draghi to deliver a lot-and he didn't. Mike Mayo, Wells Fargo Securities Senior Analyst, says it's time to increase the effectiveness of bank regulations.

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: "Wait And See" Mode After Draghi, Coronado Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eed1517d-4e86-4ff7-b3a8-ae2700928ea3/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 SweeneyTuesday, May 12, 2026
Featuring:
1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook.
2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&P call to 8250, the highest on Wall Street.
3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test.
4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.

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; Paul SweeneyTuesday, May 12, 2026 Featuring: 1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook. 2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&amp;P call to 8250, the highest on Wall Street. 3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test. 4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.

Markets Price in April CPI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a8f56eac-dd63-4afc-9414-b44800f1d13c/transcript

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

In this episode, we feature conversations with BlackRock’s Wei Li & Leslie Vinjamuri of the Chicago Council of Global Affairs. 

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 conversations with BlackRock&rsquo;s Wei Li &amp; Leslie Vinjamuri of the Chicago Council of Global Affairs.&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: Wei Li & Leslie Vinjamuri

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4df7cc54-d95c-4a70-8c0c-b44700ec94fd/transcript

Featuring:
Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Rachel Ziemba, Adjunct Senior Fellow at the Center for A New American Security
Roukaya Ibrahim, Chief Strategist: Commodity & Energy Strategy for BCA Research

Featuring:
<ul>
<li>Aaron Kennon, CEO &amp; Co-Founder of Clear Harbor Asset Management</li>
<li>Rachel Ziemba, Adjunct Senior Fellow at the Center for A New American Security</li>
<li>Roukaya Ibrahim, Chief Strategist: Commodity &amp; Energy Strategy for BCA Research</li>
</ul>

Bloomberg Surveillance TV: May 11th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a2be3ca8-7445-4a8b-a58a-b4470106a436/transcript

Surveillance: "Wait And See" Mode After Draghi, Coronado Says

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