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 Edward Morse of Hartree Partners.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Ed Yardeni, President at Yardeni Research Norman Roule, Fmr. Senior US Intelligence Official Bob McNally, Founder & President at Rapidan Energy Advisors Jim Bianco, President and Macro Strategist at Bianco Research Ed Yardeni, President at Yardeni Research, shares his market outlook for 2026. Former Senior US Intelligence official Norman Roule reacts to the capture of Venezuelan President Nicolas Maduro. Bob McNally, Founder & President at Rapidan Energy Advisors, examines what this weekend’s US strike on Venezuela means for energy markets going forward. Jim Bianco, President and Macro Strategist at Bianco Research, discusses the state of fixed income as US treasuries extend gains after posting their best year since 2020.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 5th, 2026Featuring:1) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses the state of commodities markets at large following the capture of Venezuelan President Nicolas Maduro. 2) Keith Lerner, Chief Investment Officer at Truist, discusses how easing policy and earnings growth support the next leg of expansion. 3) Henrietta Treyz, Co-Founder at Veda Partners, joins for more analysis on the geopolitical fallout of the arrest of Nicolas Maduro. 4) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on why 2026 favors income over price gains in fixed income markets.See omnystudio.com/listener for privacy information.

President Donald Trump said the US would run Venezuela until a transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power after months of mounting military and economic pressure on his regime.“We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said Saturday at a press conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.”Trump said the US administration of Venezuela would include deploying US oil companies to the country, though indicated that his embargo “on all Venezuelan oil remains in full effect” and that US forces would stay on alert. Bloomberg's Joe Mathieu and Christina Ruffini speak with: Rep. Brad Schneider (D-Illinois) Justin Logan, director of defense and foreign policy studies at the Cato Institute. Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor & Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 31st, 2025Featuring:1) Kristina Hooper, Chief Market Strategist at Man Group, on why gold remains a key hedge in a slowing economy and uncertain policy cycle.2) Ian Wyatt, Chief Economist at Huntington Bank, on why inflation remains sticky despite moderating growth.3) Eric Sterner, Chief Investment Officer at Apollon Wealth Management, examines how Fed changes and fiscal risks could shape 2026 market performance.4) Lisa Sturtevant, Chief Economist at Bright MLS, discusses why 2026 will be a transition year for housing.See omnystudio.com/listener for privacy information.