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)

Bloomberg Surveillance TV: November 25th, 2025

Bloomberg Surveillance TV: November 25th, 2025

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Trump Moves to Preserve Xi Truce While Reassuring Ally Japan

Trump Moves to Preserve Xi Truce While Reassuring Ally Japan

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25 Nov 202535min

Single Best Idea with Tom Keene: Lori Calvasina and Mike McGlone

Single Best Idea with Tom Keene: Lori Calvasina and Mike McGlone

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Lori Calvasina of RBC and Bloomberg Intelligence'...

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Bloomberg Surveillance TV: November 24th, 2025

Bloomberg Surveillance TV: November 24th, 2025

Featuring: Howard Lutnick, United States Secretary of Commerce Neil Dutta, Renaissance Macro Partner/Head:US Economic Research Morgan Stanley Chief US Equity Strategy Mike Wilson See omnystudio.com/...

24 Nov 202533min

Big Tech Continues to Push Markets; Bitcoin Weakness Persists

Big Tech Continues to Push Markets; Bitcoin Weakness Persists

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday November 24th, 2025Featuring:1) Lori Calvasina, Head of US Equity St...

24 Nov 202523min

Bloomberg Surveillance TV: November 21st, 2025

Bloomberg Surveillance TV: November 21st, 2025

Stephen Miran, Federal Reserve Governor Gil Luria, Head of Technology Research at DA Davidson Claudia Sahm, Chief Economist at New Century Advisors Ulrike Hoffman-Burchardi, CIO of Global Equities ...

21 Nov 202531min

AI Jitters Return as Market Plunge Baffles Traders

AI Jitters Return as Market Plunge Baffles Traders

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, November 21th, 2025Featuring:1) Cameron Dawson, CIO at N...

21 Nov 202530min

Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass

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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 Payden & Rygel’s Jeffrey Cleveland & former Worl...

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