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 &amp; Paul SweeneyMonday, June 29, 2026 Featuring: 1) Aditya Bhave, Head: US Economics at Bank of America, joins to discuss why his team is changing their rate call to multiple rate hikes this year. 2) Alicia Levine, CIO at BNY Wealth, talks about her S&amp;P call and the sustainability of the equity rally. 3) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks whether AI is a bubble or true market revolution. 4) Chad Beynon, Senior Gaming, Lodging, and Theaters Analyst at Macquarie, talks about how the World Cup is benefitting the US sports betting market and which stocks stand to benefit. See omnystudio.com/listener for privacy information.

Markets and Fed Uncertainty

Bloomberg Surveillance

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[SPEAKER_B] Okay, before we get into it, little side note for the IT leaders listening in. I was reading up on a Microsoft-commissioned survey the other day and learned that teams using Windows 11 Pro PCs report 62% fewer security incidents compared to Windows 10 PCs, including 3 times fewer firmware attacks. Pretty significant. With security built in, you'll have AI-ready IT that sets you up for operational efficiency as well as long-term resilience. Upgrade to Windows 11 Pro at WindowsMeansBusiness.com.

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Markets and Fed Uncertainty

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Markets and Fed Uncertainty

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.