Bloomberg Surveillance11 Nov 2025

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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(4478)

Bloomberg Surveillance: Ross, Abramowicz & White

Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on th...

10 Feb 201642min

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

10 Feb 201642min

Bloomberg Surveillance: Sinche and Chandler on Currencies

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Robert Sinche Global Strategist Amherst Pierpont Securities LLC on global market weakness and potential causes Marc Chan...

10 Feb 201642min

Bloomberg Surveillance: Lee, Milligan and Todd

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Eric Lee Vice President Citigroup Global Markets Inc on global commodity markets Andrew Milligan Head:Global Strategy St...

9 Feb 201642min

Bloomberg Surveillance: Zingales and Marinov on Markets

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Luigi Zingales Professor:Finance/Economist University of Chicago Booth School of Business on economy Valentin Marinov MD...

8 Feb 201642min

Bloomberg Surveillance: Glassman and Gross

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: James E Glassman Senior Economist JP Morgan Securities LLC on Jobs Day William Hunt Gross "Bill" Fund Manager Janus Capi...

5 Feb 201642min