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: Chris Whalen & Steve Auth

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Bloomberg Surveillance TV: October 14th, 2025

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- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets- Joe Davis, Global Chief Economist and Global Head of the I...

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 14th, 2025- Lisa Shalett, Chief Investment Officer at Morgan Stanl...

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Bloomberg Surveillance TV: October 13th, 2025

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