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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Zandi: odds of recession in U.S. between 15-20%

Zandi: odds of recession in U.S. between 15-20%

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Kass: we are at risk of saving ourselves into a recession

Kass: we are at risk of saving ourselves into a recession

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Kass: algos exaggerating short-term market moves

Kass: algos exaggerating short-term market moves

Seabreeze Partners' Doug Kass weighs in on tepid economic growth and algos that are exaggerating short-term market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

22 Helmi 201612min

Sinche: countries eyeing competitive devaluation

Sinche: countries eyeing competitive devaluation

Amherst Pierpont's Robert Sinche says competitive devaluation is something countries are looking at because monetary policy is ineffective on Bloomberg Surveillance with Tom Keene and Michael McKee.Se...

22 Helmi 201611min

Sinche: markets more excited about "Brexit" than is justified

Sinche: markets more excited about "Brexit" than is justified

Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy infor...

22 Helmi 201611min

Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

22 Helmi 20168min

Hintz: fixed income remains a problem child for banks

Hintz: fixed income remains a problem child for banks

NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy in...

22 Helmi 201612min

7am-8am: Hintz & Sinche

7am-8am: Hintz & Sinche

NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surv...

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