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)

Bloomberg Surveillance TV: November 7th, 2025

Bloomberg Surveillance TV: November 7th, 2025

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Mi...

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Stocks Fall as Burst of Dip-Buying Fades

Stocks Fall as Burst of Dip-Buying Fades

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 7th, 20251) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and co...

7 Nov 202530min

Single Best Idea with Tom Keene: Holger Schmieding & Brian Belski

Single Best Idea with Tom Keene: Holger Schmieding & Brian Belski

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Holger Schmieding & Brian Belski.Watch Tom and Paul LI...

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Bloomberg Surveillance TV: November 6th, 2025

Bloomberg Surveillance TV: November 6th, 2025

- Cathie Wood, CEO at ARK Invest- Seema Shah, Chief Global Strategist at Principal Asset Management- Esther George, Former Kansas City Fed President- Jon Lieber, Managing Director: US, at The Eurasia ...

6 Nov 202526min

Rate Cut Bets Spur Modest Market Gains

Rate Cut Bets Spur Modest Market Gains

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 6th, 20251) Brian Belski, CEO and CIO at Humilis Investm...

6 Nov 202531min

Bloomberg Surveillance TV: November 5th, 2025

Bloomberg Surveillance TV: November 5th, 2025

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley- Kathryn Wylde, President & CEO at Partnership for New York City- Nazak Nikakhtar, Former Unders...

5 Nov 202544min

Tech Selloff Drives Second Day of Stock Losses

Tech Selloff Drives Second Day of Stock Losses

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, November 5th, 20251) Cameron Dawson, Chief Investment...

5 Nov 202527min

Bloomberg Surveillance TV: November 4th, 2025

Bloomberg Surveillance TV: November 4th, 2025

- Torsten Slok, Chief Economist at Apollo Global Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Henry Allen, Macro Strategist at Deutsche Bank- Whitney Tilson, For...

4 Nov 202529min

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