Bloomberg Surveillance

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 9th, 2026
Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, on the balance between inflation hedging and equity exposure.
2) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, examines the fragility of the US-Iran ceasefire and its impact on the Strait of Hormuz.
3) André Perold, Partner & CIO at HighVista Strategies, discusses investing in a world of exponential change.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, on the shift in US strategy toward NATO and the Iran conflict.5) Andrew Jackson, Head of Investments & Fixed Income Boutique at Vontobel Asset Management, talks EM resilience and growing dispersion in credit markets.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversation with Golnar Motevalli of Bloomberg News.
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Featuring:
Dr. Seth Jones, President: Defense & Security at the Center for Strategic & International Studies
Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
Julian Emanuel, Senior Managing Director & Chief Equity, Quantitative Strategist at Evercore ISI
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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 Sweeney
Wednesday, April 8th, 2026
Featuring:
1) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management, assesses US economic resilience amid conflict in the Middle East.
2) Golnar Motevalli, Bloomberg News Middle East Reporter, discusses the path ahead after the US & Iran reach a two-week ceasefire.
3) Max Kettner, Chief Multi-Asset Strategist at HSBC, talks investing strategy amid heightened market volatility.
4) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, examines the balance between inflation and labor market risks.
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The US and Iran agreed to a two-week ceasefire that’s expected to halt the American-Israeli military campaign in exchange for Tehran reopening the Strait of Hormuz.

President Donald Trump announced the agreement Tuesday on social media hours after Pakistan, a mediator in talks, implored the US leader to back off his deadline to unleash massive devastation on Iran if it did not meet his demands. The deal buys time for the two sides to reach a longer agreement to end the six-week-old war, which has killed thousands of people and sparked a global energy crisis.
Trump said he had agreed “to suspend the bombing and attack of Iran for a period of two weeks” as long as Iran agrees to “the COMPLETE, IMMEDIATE, and SAFE OPENING of the Strait of Hormuz.”

For instant reaction and analysis, Bloomberg Radio host Doug Krizner speaks with:

Bloomberg State Department and Foreign Policy Reporter Eric Martin
Bloomberg This Weekend co-host Christina Ruffini
Bloomberg White House and Washington correspondent Jeff Mason
Terry Haines, founder of Pangea Policy
Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center
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