Bloomberg Surveillance

Featuring:
Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Stuart Benjamin, Professor at the Duke Center for Innovation Policy
Torsten Slok, Partner & Chief Economist at Apollo 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, August 27th, 2026
Featuring:
1) Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, joins to discuss bond market signals and global credit opportunities as central bankers convene at Jackson Hole.
2) Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.
3) Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks the broken rate hike case and how the bond market is pricing in Kevin Warsh and Scott Bessent.
4) Aoifinn Devitt, Managing Director: Global Wealth at Moneta Group, on the big themes for Jackson Hole and markets.
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Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday. Though analysts had estimated $105.2 billion on average, some projections exceeded $110 billion, according to data compiled by Bloomberg. Gross margin, the percentage of sales remaining after deducting the cost of production, will be roughly 74%.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Lisa Mateo speak with Ed Ludlow, Bloomberg Tech co-host, and Rami Sarafa, CEO at Cordoba Advisory Partners.
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Featuring:
Marvin Loh, Senior Strategist: Global Macro at State Street
Stephanie Roth, Chief Economist at Wolfe Research
Mark Ein, Co-Chairman at Kastle Systems
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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, August 26th, 2026
Featuring:
1) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, Michael Ball, Macro Strategist with Bloomberg News, Jess Menton, Deputy Team Lead: Equities with Bloomberg News, react to PCE
2) Tobin Marcus, US Policy Analyst at Wolfe Research, talks economic D-Day and looking ahead to the midterms
3) Ben Cook, Portfolio Manager at Hennessy Energy Transition Fund as well as the Hennessy Midstream Fund, talks about the latest move downward in oil amid stalled Iran talks.
4) Dan Tannebaum, Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Scott Bessent and why he's skeptical of economic D-Day.
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