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(4287)

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 Feb 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 Feb 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 Feb 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...

22 Feb 201642min

7am-8am: Khan & Collender

7am-8am: Khan & Collender

ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how that affects the budget debate. All this and more on...

19 Feb 201642min

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

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