Volatility Skew Shows Defensive Tilt in Markets

Volatility Skew Shows Defensive Tilt in Markets

The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 3rd, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market.

2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.

3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.

See omnystudio.com/listener for privacy information.

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York: Lower for longer range trading in 40's and 50's

York: Lower for longer range trading in 40's and 50's

WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected ...

13 Apr 201620min

Straszheim: reports of death of Chinese economy exaggerated

Straszheim: reports of death of Chinese economy exaggerated

Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Apr 201622min

Bianco: 70% of companies will beat earnings expectations

Bianco: 70% of companies will beat earnings expectations

Bianco Research's Jim Bianco sits down to discuss another subpar year for earnings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Apr 201612min

Chandler: The Yen is a conundrum

Chandler: The Yen is a conundrum

Harriman's Marc Chandler says the Japanese have lost roughly one hundred million dollars in foreign assets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

12 Apr 201611min

Crescenzi: Significant slack in the labor market

Crescenzi: Significant slack in the labor market

PIMCO's Anthony Crescenzi says FOMC participants are losing confidencec in their own Phillips Curve Analyst. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/lis...

12 Apr 201620min

Duncan: No supply in low price for owned or rented property

Duncan: No supply in low price for owned or rented property

Fannie Mae's Douglas Duncan says the trend of house prices are moving up strongly and anticipating a five percent nominal. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

12 Apr 201622min

Peabody: Earnings will be ugly for banks in the next ten days

Peabody: Earnings will be ugly for banks in the next ten days

Portales Partners' Charles Peabody says earnings will be down in double digit numbers, but for the regional banks, earnings will be a bit more mixed. He speaks with Tom Keene and Michael McKee on Bloo...

12 Apr 201620min

Sinche: China may be quietly taking positions in yen, euro

Sinche: China may be quietly taking positions in yen, euro

Amherst Pierpont's Robert Sinche weighs in on non-dollar exchange rates on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

12 Apr 201611min

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