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(4316)

Bloomberg Surveillance TV: September 19th, 2025

Bloomberg Surveillance TV: September 19th, 2025

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Markets Price in the Fed's Rate Cut

Markets Price in the Fed's Rate Cut

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19 Sep 202528min

Single Best Idea with Tom Keene: Frances Donald & Robert Kaplan

Single Best Idea with Tom Keene: Frances Donald & Robert Kaplan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frances Donald & Robert Kaplan. Watch Tom and Paul LI...

18 Sep 20254min

Bloomberg Surveillance TV: September 18th, 2025

Bloomberg Surveillance TV: September 18th, 2025

- Gargi Chaudhuri, Chief Investment Strategist at BlackRock- Esther George, Former President at the Federal Reserve Bank of Kansas City- Dan Ives, Global Head: Technology at Wedbush Securities- Nela R...

18 Sep 202521min

Breaking Down the Fed's Interest Rate Cut

Breaking Down the Fed's Interest Rate Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 18th, 2025Featuring:1) Frances Donald, Chief Economist at RBC, jo...

18 Sep 202531min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillanc...

17 Sep 202523min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy ...

17 Sep 202545min

Single Best Idea with Tom Keene: Andrew Hollenhorst & Matthew Hornbach

Single Best Idea with Tom Keene: Andrew Hollenhorst & Matthew Hornbach

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Hollenhorst & Matthew Hornbach. Watch Tom and ...

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