Bloomberg Surveillance

Featuring:
Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at Bank of America Securities
Tobin Marcus, Head of Policy & Politics at Wolfe Research
Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus
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The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, July 27, 2026
Featuring:

1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins to preview a slew of central bank decisions this week and talks about how each are pricing in effects of Iran war

2) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, talks AI debt issuance and the latest spreads in credit.

3) Alvina Lo, Head of Advice, Planning & Fiduciary Services at BNY Wealth, discusses wealth planning for families and how she's allocating around client concerns.

4) Celine Woo, Portfolio Manager at Lazard Asset Management, talks the infrastructure, enabling, and application layers of tech and AI ahead of a key week of tech earnings.
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, July 24, 2026
Featuring:
1) Joe Lavorgna, Chief Economist as SMBC Nikko Securities, joins for a discussion on President Trump's new tariff plan and whether the President can execute his economic policy effectively amid the war in Iran.
2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices).
3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher.
4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.
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In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset Management
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