The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF (http://bit.ly/3vTiACF).Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 12th, 2026 Featuring: 1) Peter Navarro, Senior Counselor to the President for Trade and Manufacturing, on the House's rebuke of Canada tariffs and the January jobs report. 2) Brian Belski, CEO & CIO at Humilis Investment Strategies, examines the rotation from mega cap growth to value. 3) Monica DiCenso, Head of Global Investment Strategy at JPMorgan Private Bank, examines the software bear market amid AI disruption fears.4) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the state of the US labor market. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Listen to more Bloomberg Surveillance: https://youtube.com/playlist?list=PLe4PRejZgr0OA0Pnb-62GrhgZ_ziGyxMJ #Bloomberg #Podcast #Surveillance #News #Markets Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake For coverage on news, markets and more: http://www.bloomberg.com/video