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Bloomberg Surveillance · August 18 · 35 min

Central Bank Policy Pivots & Macro Sensitivity Risks

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. See omnystudio.com/listener for privacy information.

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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.

See omnystudio.com/listener for privacy information.

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