Bloomberg Surveillance

• Single Best Idea with Tom Keene: Win Thin & Mandeep Singh

  Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

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• Bloomberg Surveillance TV: November 19th, 2025

  Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth Frances Donald, Chief Economist at RBC Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into year end. Frances Donald, Chief Economist at RBC, discusses her expectations for Thursday’s jobs report. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, explains what factors he sees driving a market shift. Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, breaks down the likelihood of tariff dividend checks and what it could mean for the White House’s shift toward affordability.See omnystudio.com/listener for privacy information.

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• Tech Spending in Focus as Nvidia Report Looms

  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 19th, 2025Featuring:1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty.2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026.3) Scott Diamond, Co-Head of the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space compelling.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on Paramount Skydance's David Ellison seeking backing from Saudi Arabia's sovereign wealth fund for its bid to buy rival Warner Bros. Discovery, and a Wall Street Journal story on a Gustav Klimt painting that sold for a historic $236.4 million.See omnystudio.com/listener for privacy information.

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• Single Best Idea with Tom Keene: Stuart Kaiser & Tony Crescenzi

  Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

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• Bloomberg Surveillance TV: November 18th, 2025

  Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management Stephanie Roth, Chief Economist at Wolfe Research Kay Herr, CIO: US GFICC at JPMorgan Asset Management Rep. French Hill, Chairman of the House Financial Services Committee Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy ahead of Thursday’s jobs report. Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses the Fed’s hawkish tone and how limited data may shape the December meeting. Rep. French Hill, Chairman of the House Financial Services Committee, talks potential tariff dividend checks and the state of play in post-shutdown Washington.See omnystudio.com/listener for privacy information.

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