Alastair Pinder, Global Equity Strategist at HSBC Ian Harnett, Chief Investment Strategist at Absolute Strategy Research Amanda Lynam, Head of Macro Credit Research at BlackRock Sen. Bill Cassidy, (R) Louisiana Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer.See omnystudio.com/listener for privacy information.
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33:06
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33:06
Stocks Drop & Bitcoin Slides in Weak December Start
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 1st, 2025Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, explains why 2026 calls for cautious optimism and broad portfolio diversification.2) Henrietta Treyz, Co-Founder at Veda Partners, discusses the latest headlines out of Washington including President Trump hinting at his pick for Fed chair.3) Brian Levitt, Chief Global Market Strategist at Invesco, discusses why private credit remains attractive amid stable inflation and easing policy.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the a strong holiday weekend at the box office for Disney's Zootopia 2, and a Wall Street Journal story on how DNA matches on sites like 23andMe are leading states to reconsider estate laws.See omnystudio.com/listener for privacy information.
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29:46
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29:46
Stocks Set for Monthly Loss as CME Outage Disrupts Trading
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 28th, 2025Featuring:1) Max Kettner, Chief Multi-Asset Strategist at HSBC, explains why Q4 earnings expectations are at their lowest and what it means for markets.2) Steve Sadove, former Chairman and CEO of Saks Inc., talks about holiday retail trends with 4 percent sales growth and strong inventory management.3) Jeffrey Roach, Chief Economist at LPL Financial, examines how policy easing and tax refunds may provide economic tailwinds into next year.4) Jordan Rochester, Head of FICC Strategy: EMEA at Mizuho, breaks down why the market is skeptical of long-term UK borrowing forecasts and leadership stability.See omnystudio.com/listener for privacy information.
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37:51
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37:51
Single Best Idea with Tom Keene: Andrew Slimmon
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Andrew Slimmon of Morgan Stanley Investment ManagementSee omnystudio.com/listener for privacy information.
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4:14
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4:14
Bloomberg Surveillance TV: November 26th, 2025
Featuring: Amy Wu Silverman, Head of Derivatives Strategy for RBC Wendy Schiller, professor at Brown University Barbara Doran, BD8 Capital Partners CEO/CIO See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And 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.
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