Bloomberg Surveillance

Featuring:
Claudia Sahm, Chief Economist at New Century Advisors
Dr. Patrick Harker, Former Philadelphia Fed President
Eugene Munster, Managing Partner & Co-Founder at Deepwater Asset 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
Friday, August 28th, 2026
Featuring:
1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.
3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.
4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&A activity and what it says about US economic health.
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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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