Bloomberg Surveillance

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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 Frances Donald and Jordan Rochester. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Sweeney Friday, April 24th, 2026 Featuring: 1) Kay Herr, CIO: US GFICC at JPMorgan, talks about market fundamentals remaining strong, as well as the outlook for Fed policy amid the Iran war. 2) Elisabeth Reynolds, MIT Professor, discusses her new book on "priority technologies" for the United States and the global industrial and supply chain battle. 3) Winnie Cisar, Global Head of Strategy at CreditInsights, talks about fading the credit rally and being careful to mistake calm for clarity. 4) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US economic and labor risks. See omnystudio.com/listener for privacy information.

Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents. The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations. Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

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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 Anna Wong & Marc Champion. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Sweeney Thursday, April 23rd, 2026 Featuring: 1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, joins for an extended discussion on the market zoning in on AI. 2) Paul Sankey, founder at Sankey Research, joins to talk energy and oil prices amid US-Iran deadlocked talks. 3) Michael Purves, CEO and founder at Tallbacken Capital Advisors, joins to discuss his weekly volatility note, the "convexity conundrum," and how AI is affecting jobs. 4) Nisha Patel, SMA Fixed Income portfolio Manager at Parametric, on high quality duration and tax efficiency. See omnystudio.com/listener for privacy information.

Tesla beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. Adjusted earnings rose to 41 cents a share in the first quarter, the company said Wednesday in a statement, higher than the 34-cent average of analyst estimates compiled by Bloomberg. It’s the second straight quarter Tesla’s earnings have exceeded expectations. Tesla said it “saw continued growth in demand for our vehicles” in parts of Asia-Pacific and South America, along with a rebound in North America and the Europe-Middle East region. The surprisingly optimistic comments come several weeks after the automaker reported one of its worst quarters of auto sales in years. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

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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 22nd, 2026 Featuring: 1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines. 2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war. 3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook. 4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair. See omnystudio.com/listener for privacy information.

President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to expire, even as plans for a fresh round of talks between the two countries fell apart. In a Truth Social post, Trump said Tuesday he would maintain a blockade over ships coming to and from Iran in the Strait of Hormuz. He said Pakistan, which had mediated between the two sides, asked for the US to hold off on fresh strikes and he was extending the ceasefire until Iran submits a new proposal “and discussions are concluded, one way or the other.” For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: 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 our conversations with PwC’s Alexis Crow & Ed Ludlow of Bloomberg News. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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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 Tuesday, April 21st, 2026 Featuring: 1) Alexis Crow, Partner & Chief Economist at PwC US, discusses how markets may be underestimating the severity of the Iran conflict. 2) Becca Wasser, Bloomberg Economics Defense Lead, on the looming expiration of the US-Iran ceasefire. 3) Troy Gayeski, Chief Market Strategist at Future Standard, talks investment opportunities in volatile markets. 4) Steve Laipply, Global Co-Head of iShares Fixed Income ETFs at BlackRock, examines demand for fixed income assets. See omnystudio.com/listener for privacy information.

Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman. Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent. Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

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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 Paul Sweeney & Alexis ChristoforousMonday, April 20th, 2026 Featuring: 1) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, discusses how global policymakers are positioning against geopolitical risk. 2) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, talks earnings resilience and Fed policy expectations. 3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, examines the state of play in the Strait of Hormuz. 4) Matt Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard, on credit spreads and carry strategies. 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 our conversations with Wells Fargo’s Darrell Cronk & Amy Wu Silverman of RBC Capital Markets. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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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 SweeneyFriday, April 17th, 2026 Featuring: 1) Darrell Cronk, President of Wells Fargo Investment Institute, on earnings expectations and portfolio positioning. 2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discusses falling volatility and hedging opportunities. 3) Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, assesses the catalysts keeping markets near record highs. 4) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, examines the impact of rising energy costs on the Eurozone inflation outlook. See omnystudio.com/listener for privacy information.