AI Jitters Cloud Market Optimism Over Shutdown Resolution

AI Jitters Cloud Market Optimism Over Shutdown Resolution

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 11th, 2025

Featuring:
1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are justified and how the Supreme Court ruling could reshape America's tariff framework and global trade strategy.
2) Blerina Uruci, Chief US Economist at T. Rowe Price, looks at how a government reopening will restore key economic data and clarify the Fed’s December outlook.
3) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses how strong earnings and resilient fundamentals continue to support the bull market, and why the recent stock pullback looks like a 'trim' - and not a 'tumble'.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how wealthy travelers are splurging on luxury hotels like never before, and a Washington Post report on how just a 15-minute walk can help boost longevity.

See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance TV: August 20th, 2025

Bloomberg Surveillance TV: August 20th, 2025

Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management-Eugenio Aleman, Raymond James Chief Economist-Eric Freedman, US Bank CIOSee omnystudio.com/listener for privacy information.

20 Elo 202526min

Jackson Hole's Impact on the Economy, Markets React

Jackson Hole's Impact on the Economy, Markets React

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring:1) David Rosenberg, Founder and President Rosenb...

20 Elo 202531min

Single Best Idea with Tom Keene: Terry Haines & Lori Calvasina

Single Best Idea with Tom Keene: Terry Haines & Lori Calvasina

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Terry Haines & Lori Calvasina. Watch Tom and Paul LIV...

19 Elo 20253min

Bloomberg Surveillance TV: August 19th, 2025

Bloomberg Surveillance TV: August 19th, 2025

- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities- Kit Juckes, Chief FX Strategist at Societe Gen...

19 Elo 202524min

Staying Invested amid Market Risks

Staying Invested amid Market Risks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025Featuring:1) Monica DiCenso, Head of Global Investment Opp...

19 Elo 202529min

Single Best Idea with Tom Keene: Angela Stent

Single Best Idea with Tom Keene: Angela Stent

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Angela Stent. Watch Tom and Paul LIVE every day on Y...

18 Elo 20252min

Bloomberg Surveillance TV: August 18th, 2025

Bloomberg Surveillance TV: August 18th, 2025

- Claudia Sahm, Chief Economist at New Century Advisors- Neil Dutta, Head: US Economic Research at Renaissance Macro- Gennadiy Goldberg, Head: US Rates Strategy at TD Securities- Kelly Grieco, Senior ...

18 Elo 202529min

Ukraine Developments and Previewing Jackson Hole

Ukraine Developments and Previewing Jackson Hole

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025Featuring:1) Michael Darda, Chief Economist at Roth Capita...

18 Elo 202528min

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