Bloomberg Surveillance

Featuring:
Norman Roule, Senior Adviser: Warfare & Terrorism Program for the Center for Strategic & International Studies
Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East
Stephen Schork, President & Founder of the Schork Group
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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 & Alexis Christoforous
Monday, March 2nd, 2026
Featuring:
1) Javier Blas, Bloomberg Opinion Energy & Commodities Columnist, on Oil Prices Will Get Nasty But This Won't Be a Shock
2) Henrietta Treyz, Co-Founder at Veda Partners, on the domestic reaction to US strikes on Iran
3) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on the market reaction to this weekend's strike
4) Ethan Bronner, Bloomberg News Israel Bureau Chief, on Israel Hits Lebanon as New Front Opens in Widening Regional War
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The US and Israel began striking targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that threatens to spiral across the oil-rich Middle East.

“The hour for your freedom is at hand,” Trump said, addressing Iranians in a video posted on Truth Social on Saturday. “When we’re finished, take over your government. It will be yours to take. This will be probably your only chance for generations.”

The military campaign could be a defining moment for Trump, risking a drawn-out regional war that leads to a surge in energy prices and American casualties ahead of mid-term elections this year. Iran quickly responded by firing missiles on Israel and US bases around the region, and countries in the Persian Gulf closed their airspace.

Israel’s military said the campaign would target “dozens of military targets,” and Iran media reported strikes on defensive and civilian sites, including more than 50 people dead in a strike on a school in Hormozgan, in the south of the country. Several large explosions were reported in the capital, Tehran.
Bloomberg's David Gura and Christina Ruffini lead our team coverage in this instant reaction podcast.
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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 Strategas Research Partners’ Chris Verrone & Constantine Courcoulas of Bloomberg News.
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