Bloomberg Surveillance

Featuring:
Keith Lerner, CEO & Chief Market Strategist at Truist Advisory Services
Dr. Jorge Leon, Senior VP & Head of Geopolitical Analysis at Rystad Energy
Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
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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 & Alexis ChristoforousThursday, March 12th, 2026
Featuring:
1) Gita Gopinath, Former IMF Deputy Managing Director and Professor of Economics at Harvard University, joins for an extended conversation on how a prolonged Iran conflict may slow global economic growth.
2) Ed Morse, Senior Advisor at Hartree Partners, talks energy market disruption and the efficacy of strategic petroleum reserve releases.
3) Steven Major, Global Macro Advisor at Tradition, on rising stagflation risk in bond markets.
4) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, discusses the headwinds guiding the Fed's path ahead.
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Featuring:
Stephen Auth, Executive VP & Chief Investment Officer: Equity at Federated Global Investment Management
Dean of the Purdue Business School & Former St. Louis Fed President James Bullard
Samantha Dart, Managing Director & Head: Natural Gas Research at Goldman Sachs
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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 & Damian Sassower

Featuring:
1) Troy Ludtka, Senior US Economist at SMBC Nikko, and Erin McLaughlin, Senior Economist at The Conference Board, react to the February US CPI print.
2) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, on the shift from policy risk to geopolitical risk.
3) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, examines why markets remain resilient despite war and oil shocks.
4) Angelo Kourkafas, Senior Investment Strategist at Edward Jones, assesses how markets are responding to short term uncertainty.
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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 Vontobel’s Chairman of the Board Andreas Utermann & Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.
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