Featuring:

• Stuart Kaiser, Head of US Equity Trading Strategy at Citi
• Seema Shah, Chief Global Strategist at Principal Asset Management
• Mark Cabana, Head of US Rates Strategy at BofA Global Research

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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 & Paul Sweeney

Tuesday, August 18th, 2026

Featuring:
1) Kay Herr, Managing Director & CIO: US GFICC at JPMorgan Asset Management, examines the shifting expectations for Fed policy.
2) Mark McCormick, Chief FX Strategist at BMO Capital Markets, on how geopolitical headwinds are weighing on currency markets.
3) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the gap between sell-side consensus and buy-side expectations
4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, assesses the latest on the war in Iran and the ramp-up of American military production.

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Featuring:

• Lori Calvasina, Head of US Equity Strategies, RBC
• Ed Mills, Raymond James Managing Director/Washington Policy Analyst
• Neil Dutta, Head of US Economic Research, Renaissance Macro Research

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