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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Zentner: Fed's outlook is too lofty

Zentner: Fed's outlook is too lofty

Morgan Stanley's Ellen Zentner defends her new Fed call. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Maalis 201611min

8am-9am ET: Masters & Zentner

8am-9am ET: Masters & Zentner

Bernstein's Seth Masters says risk premiums are too low right now. Morgan Stanley's Ellen Zentner says the Fed's outlook is too lofty. They join Tom Keene and Michael McKee on Bloomberg Surveillance.S...

14 Maalis 201642min

7am-8am ET: Haass & Sankey

7am-8am ET: Haass & Sankey

Council on Foreign Relations' Richard Haass weighs in on the divergence of monetary and fiscal policy. Wolfe Research's Paul Sankey discuss a bullish outlook for oil stocks. All this and more on Bloom...

14 Maalis 201642min

Sankey: Chevron seeing falling capex, rising growth

Sankey: Chevron seeing falling capex, rising growth

Wolfe Research's Paul Sankey weighs in on his outlook for Chevron, Exxon Mobil and ConocoPhillips on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

14 Maalis 201611min

Sankey: Iran has complicated oil price forecasts

Sankey: Iran has complicated oil price forecasts

Wolfe Research's Paul Sankey weighs in on the rebound in oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Maalis 201611min

Haass: balance of power in Europe helps U.S.

Haass: balance of power in Europe helps U.S.

Council on Foreign Relations' Richard Haass weighs in on how the balance of power in Europe serves U.S. interests as well on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

14 Maalis 20168min

Haass: fiscal policy is political process and it's gridlocked

Haass: fiscal policy is political process and it's gridlocked

Council on Foreign Relations' Richard Haass discusses central bank actions and the divergence of monetary policy and fiscal action on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnyst...

14 Maalis 201612min

Foley: ECB may focus on LTROs over negative rates

Foley: ECB may focus on LTROs over negative rates

Rabobank's Jane Foley weighs in on currency reactions after the ECB stimulus program was announced. She speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

11 Maalis 201611min

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