Volatility Skew Shows Defensive Tilt in Markets

Volatility Skew Shows Defensive Tilt in Markets

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 SweeneyTuesday, February 3rd, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market.

2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.

3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.

See omnystudio.com/listener for privacy information.

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Weinberg: We are bearish on the global economy

Weinberg: We are bearish on the global economy

High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

15 Huhti 201620min

Lele: Global growth and liquidity positions are improving

Lele: Global growth and liquidity positions are improving

Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

15 Huhti 201622min

Dumas: Chinese GDP is strong with fiscal stimulus

Dumas: Chinese GDP is strong with fiscal stimulus

Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

15 Huhti 201620min

Mayo: Bullish on bank stocks

Mayo: Bullish on bank stocks

CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informa...

14 Huhti 201611min

French: what BOE says is moving into political sphere

French: what BOE says is moving into political sphere

Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for...

14 Huhti 201622min

Russo: Cost that make products are lower than a few years ago

Russo: Cost that make products are lower than a few years ago

Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael M...

14 Huhti 201620min

Oja: Wells Fargo had traditional strong long growth

Oja: Wells Fargo had traditional strong long growth

S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom Keene and Michael McKee on Bloomberg Surveillance.See...

14 Huhti 201620min

Derman: Stocks aren't going to behave the way they should

Derman: Stocks aren't going to behave the way they should

Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...

14 Huhti 201612min

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