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.

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Bloomberg Surveillance TV: January 30th, 2026

Bloomberg Surveillance TV: January 30th, 2026

Featuring: Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co. Republican Senator Thom Tillis of North Carolina Dan Ives, Wedbush Securities Managing Director & Global Head: Te...

30 Jan 20min

Trump Picks Kevin Warsh as Fed Chair

Trump Picks Kevin Warsh as Fed Chair

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30 Jan 43min

Single Best Idea with Tom Keene: Brian Wieser & Nancy Lazar

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Madison and Wall’s Brian Wieser & Nancy Lazar of Pip...

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Bloomberg Surveillance TV: January 29th, 2026

Bloomberg Surveillance TV: January 29th, 2026

Featuring: Claudia Sahm, Chief Economist at New Century Advisors Angelo Zino, CFRA Senior VP and Head of Technology Jeanette Lowe, Managing Director of Policy Research at Strategas Securities See omn...

29 Jan 20min

AI Spending Separates Tech Winners and Losers

AI Spending Separates Tech Winners and Losers

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29 Jan 29min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

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

28 Jan 27min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

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

28 Jan 30min

Single Best Idea with Tom Keene: Win Thin & Constance Hunter

Single Best Idea with Tom Keene: Win Thin & Constance Hunter

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Bank of Nassau's Win Thin & Constance Hunter of EIU.Wa...

28 Jan 4min

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