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(4309)

Stocks Rise at Start of Week as Nvidia, Data Await

Stocks Rise at Start of Week as Nvidia, Data Await

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Bloomberg Surveillance TV: November 14th, 2025

Bloomberg Surveillance TV: November 14th, 2025

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Bill Beach, Former Bureau of Labor Statistics Commissioner Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP D...

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Traders Pare Bets on December Fed Cut

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Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with PIMCO's Tiffany Wilding & Keith Lerner of Truist.W...

13 Nov 20254min

Bloomberg Surveillance TV: November 13th, 2025

Bloomberg Surveillance TV: November 13th, 2025

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research Lisa Hornby, Head of US Fixed Inco...

13 Nov 202532min

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 13th, 2025Featuring:1) Tiffany Wilding, Managing Directo...

13 Nov 202532min

Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield

Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infra...

12 Nov 20254min

Bloomberg Surveillance TV: November 12th, 2025

Bloomberg Surveillance TV: November 12th, 2025

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Inve...

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