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(4312)

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

AI Angst Leads Election Day Stock Selloff

AI Angst Leads Election Day Stock Selloff

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousTuesday, November 4th, 20251) Meera Pandit, Global Market Strate...

4 Nov 202525min

Bloomberg Surveillance TV: November 3rd, 2025

Bloomberg Surveillance TV: November 3rd, 2025

- Federal Reserve Governor Stephen Miran- Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley- Amanda Lynam, Head of Macro Credit Strategy at BlackRock- Nancy Lazar, Chief Global Economist...

3 Nov 202535min

AI Bulls Fuel Rally as Markets Turn to Private Eco Data

AI Bulls Fuel Rally as Markets Turn to Private Eco Data

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, November 3rd, 20251) Bob Michele, CIO: Fixed Income at J...

3 Nov 202533min

Bloomberg Surveillance TV: October 31st, 2025

Bloomberg Surveillance TV: October 31st, 2025

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management- Gene Munster, Managing Partner at Deepwater Asset Management- Ed Mills, Washington Policy Analyst at Raymond James- ...

31 Okt 202527min

Big Tech Earnings Boosts AI Sentiment

Big Tech Earnings Boosts AI Sentiment

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, October 30th, 20251) Sarah Hunt, Chief Market Strategist...

31 Okt 202523min

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