Bloomberg Surveillance

Samantha Dart, Goldman Sachs natural gas lead, tracks gas and oil price moves and supply risks. Edward Fishman, CFR geoeconomics director, explains Iran’s leverage over the Strait of Hormuz and low-cost maritime threats. They discuss possible reopen strategies for Hormuz, energy market pricing of export risks, infrastructure damage, and fertilizer supply risks in South Asia.

Anna Wong, Chief U.S. Economist at Bloomberg Economics, offers concise Fed and inflation perspective. Ian Lyngen, Head of U.S. Rates Strategy at BMO, breaks down interest-rate moves and yield forecasts. They discuss energy-driven inflation and its Fed implications. They also cover war shocks to rates, yield outlooks, and how energy swings affect inflation expectations.

Mike McKee, a Fed reporter with legal and procedural insight, Jeff Rosenberg, BlackRock portfolio strategist, and Torsten Sløk, Apollo chief economist, react to Jay Powell’s press conference. They discuss market moves after the rate decision. They unpack Powell’s comments on tenure and succession. They examine inflation risks from tariffs and Middle East energy shocks and how markets are repricing rate-cut expectations.

Bob Michael, J.P. Morgan asset management executive, discusses emerging markets and FX moves. Diane Swank, KPMG chief economist, analyzes inflation, labor markets, and stagflation risks. Richard Clarida, former Fed vice chair, explains Fed decision-making, oil and geopolitical pressures, and succession uncertainty. They debate market reactions, policy interpretation, and global spillovers in short, sharp segments.

Will Kennedy, Bloomberg reporter covering commodities and the Middle East, brings on-the-ground energy and geopolitical context. Alicia Levine, BNY Wealth equity strategist, offers concise quantitative views on market structure and volatility. They explore commodity price spikes, anticipated market swings, and the timing of coverage in fast-moving energy markets.

Seth Jones, a national security expert on military strategy and munitions, Neil Dutta, an economist focused on inflation and labor, and Dan Pickering, an oil markets analyst, discuss Iran-linked risks pushing oil prices, supply tightness and futures premiums. They cover how energy shocks reshape inflation and labor risks, U.S. munitions strains, China’s military lessons, and alliance dynamics.

Alicia Levine, BNY Wealth investment strategist who advises on asset allocation and risk, and Will Kennedy, Bloomberg News director covering geopolitics and energy. They unpack Iran-related strikes and immediate energy market shock. They discuss regional fuel disruptions, impacts on petrochemicals and industrial feedstocks. They also cover inflation risks from oil and how investors hedge amid sudden crises.

Discussion of risks and hidden exposures in private equity and credit that could affect pensions and endowments. Examination of London policing strategies, including how a dense camera network boosts homicide clearance. Consideration of ethical deployment and public trust around facial recognition and surveillance technology.

Gil Luria, tech research head at DA Davidson, offers sharp takes on Nvidia, supply chains and AI hardware. Bob McNally, energy markets expert and Rapidan founder, breaks down oil price risks, tanker moves and refined product strains. Victoria Coates, former deputy national security advisor, analyzes Iran’s leadership disruption, diplomatic options and NATO escort challenges.

Sir Mark Rowley, Metropolitan Police Commissioner focused on counterterrorism and urban safety. Alexis Crow, PwC Chief Economist specializing in macro trends and energy shocks. They discuss energy-driven market shocks and AI versus labor effects. Conversation also covers policing tech like data science and facial recognition, and international security cooperation.