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.

Avsnitt(4303)

Tech Megacaps Drag US Stocks

Tech Megacaps Drag US Stocks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Inf...

29 Dec 202529min

Bloomberg Surveillance TV: December 26th, 2025

Bloomberg Surveillance TV: December 26th, 2025

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Erin McLaughlin, Senior Economist at The Conference Board Ed Mills, Washington Policy Analyst at Raymond James George Gon...

26 Dec 202532min

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridg...

26 Dec 202531min

Bloomberg Surveillance TV: December 24th, 2025

Bloomberg Surveillance TV: December 24th, 2025

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Mi...

24 Dec 202535min

Santa Rally Optimism Grows as Stocks Hold Near Record High

Santa Rally Optimism Grows as Stocks Hold Near Record High

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief ...

24 Dec 202529min

Single Best Idea with Tom Keene: Steven Major & Jim Caron

Single Best Idea with Tom Keene: Steven Major & Jim Caron

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan S...

23 Dec 20253min

Bloomberg Surveillance TV: December 23rd, 2025

Bloomberg Surveillance TV: December 23rd, 2025

Vincent Reinhart, Chief Economist at BNY Dan Skelly, Managing Director at Morgan Stanley Wealth Management Mona Mahajan, Head of Investment Strategy at Edward Jones Peter Supino, Senior Analyst at ...

23 Dec 202530min

Markets React to Last Major US Eco Data of 2025

Markets React to Last Major US Eco Data of 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, December 23rd, 2025Featuring:1) Steven Major, Global Macro Advisor...

23 Dec 202540min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
avanzapodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
24fragor
lastbilspodden
bathina-en-podcast
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
svd-tech-brief
borsmorgon
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
market-makers
montrosepodden