Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity Investments.
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Featuring:
Scott Lincicome, Vice President of General Economics and Stiefel Trade Policy Center at the CATO Institute
Michael Gapen, Managing Director and Chief US Economist for Morgan Stanley
Doug Burgum, United States Secretary of the Interior
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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 SweeneyWednesday, February 11th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, and Eric Winograd, Chief Economist at AllianceBernstein, react to the January jobs report.
2) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, explains why traditional macro hedges are failing.
3) Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data.
4) Jurrien Timmer, Director of Global Macro at Fidelity Investments, outlines the case for a global equity catch-up.
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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 conversations with CIO Group’s David Bailin & Ian Bremmer of Eurasia Group.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Featuring:
Marvin Loh, Senior Strategist: Global Macro at State Street
Jonathan Lieber, Managing Director & US Head of Research for Eurasia Group
Gregory Daco, Chief Economist for Ernst & Young
See omnystudio.com/listener for privacy information.