Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Ross Mayfield, Investment Strategy Analyst at Baird Private Wealth Management Norman Roule, Senior Adviser: Warfare & Terrorism Program at Center for Strategic & International Studies Former New York Fed President Bill Dudley See omnystudio.com/listener for privacy information.

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 SweeneyMonday, May 4th, 2026 Featuring:1) Geoffrey Yu, Senior EMEA Market Strategist at BNY, talks persistent inflation and growing volatility in global markets. 2) Matthew Luzzetti, Chief US Economist at Deutsche Bank, examines the Federal Reserve's policy path ahead. 3) Henrietta Treyz, Co-Founder at Veda Partners, discusses Washington's latest plan for the Strait of Hormuz and reaction from European allies. 4) Stephen Trent, Founder at SDT Capital Advisors, on the shutdown of Spirit Airlines and the aviation industry at large.See omnystudio.com/listener for privacy information.

Featuring: Ed Mills, Managing Director & Washington Policy Analyst at Raymond James Abigail Yoder, US Equity Strategist at JP Morgan Securities Nasa Administrator Jared Isaacman See omnystudio.com/listener for privacy information.

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 SweeneyFriday, May 1, 2026Featuring:1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, discusses AI-related debt issuance and the long term view of the bond market.2) Ken Kim, Senior Economist at KPMG, brings us into the market open and talks rising oil prices, earnings, and US economic and consumer health.3) Barbara Humpton, CEO at USA Rare Earth, discusses rare Earth production and mining as well as the Trump admin taking a stake in the company and what it means for their operations4) Odeta Kushi, Deputy Chief Economist at First American, discusses affordability and housing across income levels in the US amid continued inflation and oil shocks.See omnystudio.com/listener for privacy information.

Apple delivered second-quarter revenue that edged past analysts’ estimates, helped by demand for the iPhone and Mac, while failing to produce the blowout results that some investors were anticipating. Revenue gained 17% to $111.2 billion during the period, which ended March 28, the company said in a statement Thursday. Analysts had anticipated $109.7 billion on average. Apple itself had projected sales growth of 13% to 16%.The company is benefiting from a series of new products launched in March, including the MacBook Neo, iPhone 17e, updated iPad Air models and a fresh MacBook Pro. The $599 Neo — Apple’s first major push into low-cost laptops — has been particularly popular and remains sold out at several retailers.Still, the results were uneven. Apple fell short of expectations in the Americas and Europe regions, while exceeding projections in China and other parts of Asia. The iPhone — its flagship product — was in line with the average Wall Street estimate. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Anurag Rana, Bloomberg Intelligence Senior Technology Analyst See omnystudio.com/listener for privacy information.

Featuring: Sharmin Mossavar-Rahmani, CIO: Wealth Management & Head: Investment Strategy at Goldman Sachs National Economic Council Director, Kevin Hassett Victoria Coates, Vice President of the Heritage Foundation See omnystudio.com/listener for privacy information.

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 SweeneyThursday, April 30th, 2026Featuring:1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, joins to discuss his S&P call amid more big tech beats and whether AI spending or other factors will ultimately determine the market direction3) Ed Hirs, Energy Fellow and lecturer at University of Houston, joins to discuss broken energy markets and what Brent Crude's melt up means for both oil and electricity markets in the US4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissentSee omnystudio.com/listener for privacy information.

Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off.- Microsoft's cloud business reported growth that narrowly beat analysts’ estimates, disappointing investors concerned that the company isn’t fully capitalizing on demand for AI services. - Amazon spent more than anticipated to expand data center capacity in the quarter, fueling the fastest sales growth for its cloud unit in more than three years.- Alphabet (GOOGL) reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit, signaling that the internet giant’s unprecedented investments in AI infrastructure are beginning to pay off. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, cohost of Bloomberg Tech Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & Practice Leader Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Matt Day, Bloomberg News Technology Reporter See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve Chair Jerome Powell said he’ll remain at the central bank as a governor after his term as chair ends. “After my term as chair ends on May 15, I will continue to serve as a governor for a period of time to be determined,” Powell said Wednesday at a press conference.While Powell’s term as Fed chair ends on May 15, his seat on the Board of Governors doesn’t expire until 2028. “I plan to keep a low profile as a governor,” he said. “There is only ever one chair of the Federal Reserve Board. When Kevin Warsh is confirmed and sworn in, he will be that chair.”See omnystudio.com/listener for privacy information.