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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Hormats: china working to improve communication to markets

Hormats: china working to improve communication to markets

Kissinger Associates' Bob Hormats discusses generational shifts in China as the G-20 meets in Shanghai on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

26 Feb 20168min

Hormats: countries need to be concerned about devaluation

Hormats: countries need to be concerned about devaluation

Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

26 Feb 201612min

7am-8am ET: Hormats & Ghahramani

7am-8am ET: Hormats & Ghahramani

Kissinger Associates' Bob Hormats says most countries are concerned about the amount of currency volatility and competitive currency devaluation. SGH Macro Advisors' Sassan Ghahramani discusses the G-...

26 Feb 201642min

Admati: banks taking resources from rest of the economy

Admati: banks taking resources from rest of the economy

Stanford's Anat Admati says it shouldn't be a national objective for U.S. banks to be globally competitive. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener ...

25 Feb 201612min

Finkelstein: political race attracting more business candidates

Finkelstein: political race attracting more business candidates

Tuck School of Business Professor Sydney Finkelstein discusses his new book "Superbosses" and weighs in on the U.S. political race. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee...

25 Feb 201611min

Piazza: oil needs to see better sentiment on the demand side

Piazza: oil needs to see better sentiment on the demand side

Bloomberg's Vince Piazza says there is still a lot of wood to chop when it comes to oil and markets need to see better sentiment from the demand side before prices start to stabilize. He speaks on Blo...

25 Feb 201611min

Jacobsen: the Yen remains the most important Asia currency

Jacobsen: the Yen remains the most important Asia currency

Saxobank's Steen Jacobsen says China has the ability to contain its problems and so the Yen is where investors need to pay attention. He speaks on Bloomberg Surveillance with Tom Keene and Michael McK...

25 Feb 20168min

Jacobsen: markets will see volatility in March

Jacobsen: markets will see volatility in March

Saxobank's Steen Jacobsen weighs in on the markets in March and why he expects more volatility. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pri...

25 Feb 201612min

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