Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Berenberg’s Holger Schmieding & Dan Skelly of Morgan Stanley.
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Featuring:
Ed Yardeni, President, Founder & Chief Investment Strategist at Yardeni Research
Terry Haines, Founder of Pangaea Policy
Momei Qu, Managing Director: PSP Growth at PSP Capital Partners
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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 SweeneyTuesday, February 17th, 2026
Featuring:

1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.
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Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values.
The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington.
“We want Europe to prosper because we’re interconnected in so many different ways, and because our alliance is so critical,” Rubio told Bloomberg News Editor-in-Chief John Micklethwait on the sidelines of the conference on Saturday. “But it has to be an alliance of allies that are capable and willing to fight for who they are and what’s important.”
“What is it that binds us together? Ultimately, it’s the fact that we are both heirs to the same civilization, and it’s a great civilization,” he said. “It’s one we should be proud of.”
Rubio’s comments elaborated on a speech he delivered to the event, Europe’s premier annual security gathering, earlier Saturday morning. The speech was the most anticipated of the three-day conference, with fellow leaders eager to hear if he would double down on the contemptuous tone voiced a year earlier by Vice President JD Vance at the same venue.
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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 Morgan Stanley’s Jim Caron & Anurag Rana of Bloomberg Intelligence.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.