Bloomberg Surveillance

The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, November 6th, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, Constance Hunter, Chief Economist at EIU, and Kristina Campmany, Senior Portfolio Manager at Invesco, and Stephanie Roth, Chief Economist at Wolfe Research, react to the US jobs report.
2) Max Kettner, Chief Multi-Asset Strategist at HSBC, talks about why the AI trade is following market narratives and not market fundamentals.
3) Anthony Stephens, Markets Reporter with Bloomberg News, joins from Hong Kong to make sense of the chip and broad market selloff.
4) Tony Crescenzi, Executive VP and Generalist Portfolio Manager at PIMCO, on the Treasury rally and opportunities in short- and long-term bonds.
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US job growth surged in October and the unemployment rate edged lower, a sign of labor-market strength in an expanding economy. Nonfarm payrolls increased 165,000 last month, topping all forecasts, after an upward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. The unemployment rate fell to 4.1%. Employers across a broad range of sectors added jobs, led by professional and business services and healthcare. Private-sector payroll growth was the strongest since March.
For details Bloomberg's Tom Keene and Paul Sweeney speak with:
Claudia Sahm, Chief Economist at New Century Advisors
Constance Hunter, Chief Economist at EIU
Kristina Campmany, Senior Portfolio Manager at Invesco
Stephanie Roth, Wolfe Research Chief Economist

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Featuring:
Manish Kabra, Chief US Equity Strategist at Societe Generale London
George Pollack, Senior Analyst of US Policy at Signum Global Advisors
Dr. Stephen Miran, Senior Strategist at Hudson Bay Capital Management
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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
Thursday, November 5th, 2026

Featuring:

1) Erin Covey, Editor: US House with Cook Political Report, talks about Republican infighting post-Midterms and what the Democratic Congress strategy will be the next two years.

2) Christopher Hodge, Chief US Economist with Natixis, previews tomorrow's jobs report and why the near-term trajectory for economic policies won't change much post-election.

3) Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, talks AI cycle rotations, where we are in the AI buildout, and where it could diverge post-Midterms.

4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks why the Blue Tsunami is proving good for many risk assets.
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Featuring:
Julian Emanuel, Senior Managing Director, Chief Equity & Quantitative Strategist at Evercore ISI
Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
Daleep Singh, Vice Chair & Chief Global Economist at PGIM
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