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 SweeneyThursday, July 16, 2026 Featuring: 1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss how the market&#x27;s pricing in the Fed, inflation, and earnings. 2) RaeAnne Mitrione, Partner at Callan Family Office, talks earnings, AI volatility, and the path of the S&amp;P. 3) Brian Belski, CEO at Humilis Investment Strategies, and Dan Ives, Partner at Yorkville Ives &amp; Co., discuss bull cases for tech and the market. 4) Atsi Sheth, Chief Credit Officer for Moody&#x27;s Ratings, discusses her 2H fixed income outlook and global credit trends. See omnystudio.com/listener for privacy information.

The Equity Bull Case

Bloomberg Surveillance

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The Equity Bull Case

Read the full transcript

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

The Equity Bull Case

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.