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.

Episoder(4302)

Bull Run’s Third Year Nears Close

Bull Run’s Third Year Nears Close

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 31st, 2025Featuring:1) Kristina Hooper, Chie...

3 Jan 31min

Bloomberg Surveillance TV: January 2nd, 2026

Bloomberg Surveillance TV: January 2nd, 2026

Geoffrey Yu, Senior Market Strategist at BNY Dana Peterson, Chief Economist at The Conference Board Andrew Bishop, Global Head of Policy Research at Signum Global Dan Ives, Global Head of Tech Rese...

2 Jan 29min

AI Optimism Kicks Off New Year

AI Optimism Kicks Off New Year

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Isabelle LeeFriday, January 2nd, 2026Featuring:1) Bret Kenwell, US Investment and Op...

2 Jan 32min

Bloomberg Surveillance TV: December 31st, 2025

Bloomberg Surveillance TV: December 31st, 2025

Michael Purves, CEO at Tallbacken Capital Advisors Michael Reid, Senior US Economist at RBC George Pollack, Senior US Policy Analyst at Signum Global Barbara Doran, CEO & CIO at BD8 Capital Micha...

31 Des 202528min

Bloomberg Surveillance TV: December 30th, 2025

Bloomberg Surveillance TV: December 30th, 2025

Mark Cabana, Head of US Rates Strategy at BofA Global Research Constance Hunter, Chief Economist at Economist Intelligence Unit Dana D’Auria, Co-CIO & Group President at Envestnet Nicole Bachaud, L...

30 Des 202533min

US Stocks Drift as Precious Metals Bounce Back

US Stocks Drift as Precious Metals Bounce Back

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousTuesday, December 30th, 2025Featuring:1) Dan Ives, Global Head o...

30 Des 202535min

Bloomberg Surveillance TV: December 29th, 2025

Bloomberg Surveillance TV: December 29th, 2025

Cameron Dawson, Chief Investment Officer at NewEdge Wealth Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes Veronica Clark, Director of Citi Research at Citigroup Global Mark...

29 Des 202524min

Tech Megacaps Drag US Stocks

Tech Megacaps Drag US Stocks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Inf...

29 Des 202529min

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