Podcast
Bloomberg Surveillance
Hosted by Bloomberg · EN
Listen for the latest in finance, economics and investment.
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television.
Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.
Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ.
Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
309episodes
Episodes
Newest firstAll episodes
Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter
2w ago00:18:10Summary readyAmazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Anurag Rana, Bloomberg Intelligence Senior Technology Analyst See omnystudio.com/listener for privacy information.
SummaryBloomberg Surveillance TV: July 30th, 2026
2w ago00:18:45Summary readyFeaturing: Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management Paul Sankey, Founder of Sankey Research James Bullard, Dean of Purdue University Business School & Former St. Louis Fed President See omnystudio.com/listener for privacy information.
SummaryReacting to PCE, GDP, and Kevin Warsh
2w ago00:42:23Summary readyThe 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 SweeneyThursday July 30, 2026Featuring:1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, and Seema Shah, Chief Global Strategist at Principal Asset Management, react to today's inflation data and Fed Chair Kevin Warsh's press conference yesterday.2) Paul Sankey, founder at Sankey Research, talks about the Houthi v. Saudi escalation and how it's affecting energy, and why everyone's focused on the wrong oil price.3) Gil Luria, Head: Technology Research at DA Davidson & Co., breaks down Meta and Microsoft earnings and previews Amazon and Apple.4) Sophia Drossos, Economist at Point72, talks about whether the Fed's in wait and see mode and if less Fed speak is sustainable.See omnystudio.com/listener for privacy information.
SummaryEarnings Roundup: Meta, Microsoft & Qualcomm
2w ago00:17:40Summary readyListen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Fed Chair Kevin Warsh's News Conference
2w ago00:30:52Summary readyBloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting, with officials repeating their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: The Fed Decides
2w ago00:30:44Summary readyBloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged, but a fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting. Officials repeated their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.
SummaryBloomberg Surveillance TV: July 29th, 2026
2w ago00:19:02Summary readyFeaturing: Dan Suzuki, Global Investment Strategist at iCapital Claudia Sahm, Chief Economist at New Century Advisors Esther George, Former Kansas City Fed President See omnystudio.com/listener for privacy information.
SummaryMarkets Ready for Fed and Tech Earnings
2w ago00:29:03Summary readyThe 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 SweeneyThursday, July 30, 2026Featuring:1) Kay Haigh, CIO: Fixed Income at Goldman Sachs Asset Management, talks about the fixed income outlook even if the Fed hikes today.2) Ian Wyatt, Chief Economist at Huntington Bank, talks about the Fed holding rates and why the "K" economy is old news.3) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, discusses the hawkish pause position.4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the squeezed consumer and back-to-school acceleration affecting eco data.See omnystudio.com/listener for privacy information.
SummaryBloomberg Surveillance TV: July 28th, 2026
2w ago00:18:50Summary readyFeaturing: Cameron Dawson, CIO of NewEdge Wealth Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Matthew Hornbach, Managing Director & Global Head: Macro Strategy at Morgan Stanley See omnystudio.com/listener for privacy information.
SummaryMarket Choppiness Ahead of Fed and Earnings
2w ago00:37:57Summary readyThe 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, July 28, 2026Featuring:1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, join together for an extended markets discussion, talking markets chop and options market pricing.2) Jay Hatfield, CEO at Infrastructure Capital Management, talks about why it would be "incredibly stupid" for the Fed to raise rates this year.3) Laura Mayfield, Senior Portfolio Manager, Securitized Products at Port Washington Investment Advisors, on value perception and market pressure points.4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, brings us into the market open and discusses consumer resilience and the labor market.See omnystudio.com/listener for privacy information.
Summary