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(4386)

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8am-9am ET: Hoffman, Rattner & Stanley

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Cantrill: Trump not good for markets

Cantrill: Trump not good for markets

Pimco's Libby Cantrill weighs in on the presidential elections and how that affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

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Maki: inflation, economic data would indicate Fed rate hike

Maki: inflation, economic data would indicate Fed rate hike

Point72 Asset Management's Dean Maki discusses the labor market and the likelihood of the Fed raising interest rates in March. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

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Bernstein: Obama spending cuts from non-defense, discretionary

Bernstein: Obama spending cuts from non-defense, discretionary

The Center on Budget and Policy Priorities' Jared Bernstein discusses spending cuts from President Obama on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

2 Mars 20168min

Bernstein: Hillary Clinton disciplined in budget proposals

Bernstein: Hillary Clinton disciplined in budget proposals

The Center on Budget and Policy Priorities' Jared Bernstein says Hillary Clinton is disciplined in her budget proposals but will face a gridlocked congress. She speaks on Bloomberg Surveillance with T...

2 Mars 201612min

Sinche: dollar is near mid-point of long-term range

Sinche: dollar is near mid-point of long-term range

Amherst Pierpont's Bob Sinche says that the dollar's moves are being driven by the Fed's changing outlook. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

2 Mars 201611min

9am-10am ET: Chen, Elleithee, Hassett & Sinche

9am-10am ET: Chen, Elleithee, Hassett & Sinche

It's a special "Super Wednesday" edition of Bloomberg Surveillance. Tom Keene and Michael McKee are in DC to get perspective on the primaries from Rubio policy adviser Lanhee Chen, Georgetown's Mo Ell...

2 Mars 201642min

Hassett: candidates should prioritize boosting productivity

Hassett: candidates should prioritize boosting productivity

AEI's Kevin Hassett says U.S. presidential candidates need to focus on increasing the productivity of workers, to drive wage growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

2 Mars 201611min

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