Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousThursday, January 15th, 2026Featuring:1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026.2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets.3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with RBC Capital Markets’ Gerard Cassidy & Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Ed Bastian, Delta Air Lines CEO Edward Mills, Managing Director and Washington Policy Analyst at Raymond James Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 14th, 2026Featuring:1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe’s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed’s cautious approach to easing.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with New York Life Investments' Lauren Goodwin & Leslie Vinjamuri of the Chicago Council on Global Affairs.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.