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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, August 10th, 2026

Featuring:

1) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about the shift toward higher nominal growth.

2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, discusses his S&P target and his favorite charts of August.

3) Heather Rice, US Products Line of Business Leader at KPMG, talks pricing under energy and tariff cost pressures.

4) Steve Odland, CEO at The Conference Board, talks about TCB initiatives and its new CEO survey.