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(4303)

Retreat From Risk Assets Fades

Retreat From Risk Assets Fades

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaTuesday, December 2nd, 2025Featuring:1) Wei Li, Global Chief Investment...

2 Des 202535min

Bloomberg Surveillance TV: December 1st, 2025

Bloomberg Surveillance TV: December 1st, 2025

Alastair Pinder, Global Equity Strategist at HSBC Ian Harnett, Chief Investment Strategist at Absolute Strategy Research Amanda Lynam, Head of Macro Credit Research at BlackRock Sen. Bill Cassidy, ...

1 Des 202533min

Stocks Drop & Bitcoin Slides in Weak December Start

Stocks Drop & Bitcoin Slides in Weak December Start

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 1st, 2025Featuring:1) Seema Shah, Chief Global ...

1 Des 202529min

Stocks Set for Monthly Loss as CME Outage Disrupts Trading

Stocks Set for Monthly Loss as CME Outage Disrupts Trading

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 28th, 2025Featuring:1) Max Kettner, Chief Multi-Asset Stra...

28 Nov 202537min

Single Best Idea with Tom Keene: Andrew Slimmon

Single Best Idea with Tom Keene: Andrew Slimmon

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Andrew Slimmon of Morgan Stanley Investment Manage...

26 Nov 20254min

Bloomberg Surveillance TV: November 26th, 2025

Bloomberg Surveillance TV: November 26th, 2025

Featuring: Amy Wu Silverman, Head of Derivatives Strategy for RBC Wendy Schiller, professor at Brown University Barbara Doran, BD8 Capital Partners CEO/CIO See omnystudio.com/listener for privacy in...

26 Nov 202521min

Artificial Intelligence Valuations and Previewing Black Friday

Artificial Intelligence Valuations and Previewing Black Friday

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday November 26th, 2025Featuring:1) Dan Ives, Global Head of Tech Res...

26 Nov 202532min

Single Best Idea with Tom Keene: Elizabeth Economy

Single Best Idea with Tom Keene: Elizabeth Economy

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Elizabeth Economy, Hargrove Senior Fellow at Stan...

25 Nov 20253min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengepodden-2
pengesnakk
utbytte
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
lederpodden
okonomiamatorene
rss-markedspuls-2
flypodden
rss-fa-makro