Dip-Buyers Emerge Following Oracle Woes & Fed Rate Cut

Dip-Buyers Emerge Following Oracle Woes & Fed Rate Cut

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

Featuring:
1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.
2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.
3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.

See omnystudio.com/listener for privacy information.

Episoder(4383)

Single Best Idea with Tom Keene: Andreas Utermann & Patrick Murphy

Single Best Idea with Tom Keene: Andreas Utermann & Patrick Murphy

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Vontobel’s Chairman of the Board Andreas Uterman...

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Bloomberg Surveillance TV: March 10th, 2026

Bloomberg Surveillance TV: March 10th, 2026

Featuring: Nate Thooft, CIO of Equities & Multi-Asset Solutions at Manulife Investment Management Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Abigail Watt, US Economist f...

10 Mar 18min

Relief Rally Stalls as Energy Concerns Linger

Relief Rally Stalls as Energy Concerns Linger

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 & Damian SassowerTuesday, March 10th, 20...

10 Mar 52min

Single Best Idea with Tom Keene: Leslie Palti-Guzman & Golnar Motevalli

Single Best Idea with Tom Keene: Leslie Palti-Guzman & Golnar Motevalli

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Energy Vista’s Leslie Palti-Guzman & Golnar Mote...

9 Mar 3min

Bloomberg Surveillance TV: March 9th, 2026

Bloomberg Surveillance TV: March 9th, 2026

Featuring: Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Jeannette Lowe, Managing Director of Policy Research at Strategas Former Kansas City Fed President Esther George See omnystudio.co...

9 Mar 18min

Oil Soars Above $100 as Iran Signals No Letup in War

Oil Soars Above $100 as Iran Signals No Letup in War

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 & Alexis ChristoforousMonday, March 9th, ...

9 Mar 26min

Single Best Idea with Tom Keene: Claudia Sahm & Eric Van Nostrand

Single Best Idea with Tom Keene: Claudia Sahm & Eric Van Nostrand

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Eric Van No...

6 Mar 3min

Bloomberg Surveillance TV: March 6th, 2026

Bloomberg Surveillance TV: March 6th, 2026

Featuring: Republican Congressman French Hill of Arkansas Federal Reserve Governor Christopher Waller Dan Jorgensen, European Commission Energy Commissioner See omnystudio.com/listener for privacy in...

6 Mar 23min

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