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 New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research.
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Featuring:
Brian Levitt, Invesco Global Market Strategist
Stephanie Roth, Chief Economist at Wolfe Research
Jeannette Lowe, Managing Director: Policy Research for Strategas Securities
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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 SweeneyFriday, February 6th, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.
2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.
3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.
4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.
5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.
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Amazon said it plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on artificial intelligence will take longer to pay off than anticipated.The company reported $39.5 billion on property and equipment expenses in the fourth quarter, topping estimates by almost $5 billion, and said its capital expenditures would reach $200 billion this year. Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal and James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capita
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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 Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.