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)

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Single Best Idea with Tom Keene: Wei Li & Ed Morse

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Bloomberg Surveillance TV: October 22nd, 2025

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Stocks Struggle as Gold Rout Deepens

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Instant Reaction: Netflix Says Tax Dispute Hurt Solid Quarter

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Netflix said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates. The world’s most valuable entertainment company posted ...

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Single Best Idea with Tom Keene: Dominic Konstam & Rohit Goel

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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 conversations with Dominic Konstam & Rohit Goel.Watch Tom and Paul LIVE e...

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Bloomberg Surveillance TV: October 21st, 2025

Bloomberg Surveillance TV: October 21st, 2025

- Drew Matus, Chief Market Strategist at MetLife- Paul Jacobson, Chief Financial Officer at General Motors- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management- Earl Davis, Head of Fi...

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Navigating the Fed's Dual Mandate

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 21st, 2025Featuring:1) Dominic Konstam, Managing Director and He...

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