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)

Bloomberg Surveillance TV: December 26th, 2025

Bloomberg Surveillance TV: December 26th, 2025

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Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

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Bloomberg Surveillance TV: December 24th, 2025

Bloomberg Surveillance TV: December 24th, 2025

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Mi...

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Santa Rally Optimism Grows as Stocks Hold Near Record High

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief ...

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Single Best Idea with Tom Keene: Steven Major & Jim Caron

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan S...

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Bloomberg Surveillance TV: December 23rd, 2025

Bloomberg Surveillance TV: December 23rd, 2025

Vincent Reinhart, Chief Economist at BNY Dan Skelly, Managing Director at Morgan Stanley Wealth Management Mona Mahajan, Head of Investment Strategy at Edward Jones Peter Supino, Senior Analyst at ...

23 Des 202530min

Markets React to Last Major US Eco Data of 2025

Markets React to Last Major US Eco Data of 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, December 23rd, 2025Featuring:1) Steven Major, Global Macro Advisor...

23 Des 202540min

Single Best Idea with Tom Keene: David Kelly & Lori Calvasina

Single Best Idea with Tom Keene: David Kelly & Lori Calvasina

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