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)

Stock Rally Stalls Ahead of Big-Tech Earnings, Fed Decision

Stock Rally Stalls Ahead of Big-Tech Earnings, Fed Decision

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Bloomberg Surveillance TV: October 27th, 2025

Bloomberg Surveillance TV: October 27th, 2025

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigr...

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US-China Trade Talk Optimism Fuels Market Rally

US-China Trade Talk Optimism Fuels Market Rally

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaMonday, October 27th, 20251) Lori Calvasina, Head of US Equity Strategy...

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Single Best Idea with Tom Keene: Kit Juckes & Jordan Rochester

Single Best Idea with Tom Keene: Kit Juckes & Jordan Rochester

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Kit Juckes and Jordan Rochester.Watch Tom and Paul LIV...

24 Okt 20254min

US CPI Rises Less Than Expected, Keeping Fed on Track to Cut

US CPI Rises Less Than Expected, Keeping Fed on Track to Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, October 24th, 20251) Constance Hunter, Chief Economist at the Econo...

24 Okt 202533min

Bloomberg Surveillance TV: October 24th, 2025

Bloomberg Surveillance TV: October 24th, 2025

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist at PIMCO- George Pollack, Senior Analyst for US Policy at Signum Global- John Stoltzfus, Chief Investmen...

24 Okt 202527min

Single Best Idea with Tom Keene: Neil Dutta & Jeff deGraaf

Single Best Idea with Tom Keene: Neil Dutta & Jeff deGraaf

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Neil Dutta & Jeff deGraaf of Renaissance Macro.Watch T...

23 Okt 20253min

Bloomberg Surveillance TV: October 23rd, 2025

Bloomberg Surveillance TV: October 23rd, 2025

- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center- Sarah Bianchi, Senior Managing Director at Evercore ISI- Dan Ives, Global Head of Tech Research & Senior E...

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