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.

Episoder(4303)

Brown:the UK may end up leaving the EU

Brown:the UK may end up leaving the EU

Mitsubishi UFJs' Brendan Brown discusses how the consequences of immigration can impact central banks and European unity. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omny...

24 Mar 201622min

Sowerby:small cap stocks have out performed large cap stocks

Sowerby:small cap stocks have out performed large cap stocks

Loomis Sayles' David Sowerby speaks about stocks and how they are still the best asset class. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for priv...

24 Mar 201620min

Berson: credit availabilty is tighter now and less available

Berson: credit availabilty is tighter now and less available

David Berson from Nationwide Insurance speaking on how housing markets are having a sustainable rise. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener fo...

23 Mar 201622min

Bullard: Fed should edge to more normal rates

Bullard: Fed should edge to more normal rates

St. Louis Fed President James Bullard says that the Fed needs to normalize rates, but not while inflation expectations are falling. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See o...

23 Mar 201620min

Normand: dot plots and forward guidance

Normand: dot plots and forward guidance

JP Morgans' John Normand discussing dot plots and how they can help or hinder cconsumers and investors on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

23 Mar 201622min

Gabriel: Trump can have enormous leverage

Gabriel: Trump can have enormous leverage

Capital Alpha Partners' Chuck Gabriel discusses Donal Trump and his policies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Mar 201620min

Kotok: markets are becoming used to terror attacks

Kotok: markets are becoming used to terror attacks

Cumberland Advisors' David Kotok weighs in on how markets are becoming used to a sequence of terror attacks and are developing an expectation that there will be more of them on Bloomberg Surveillance ...

23 Mar 201622min

Hormats: looking to see how general eco weakness affects Fed

Hormats: looking to see how general eco weakness affects Fed

Kissinger Associates' Robert Hormats weighs in on how general weakness in the global economy is affecting Fed decisions on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

23 Mar 201620min

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