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(4299)

Bloomberg Surveillance TV: January 16th, 2026

Bloomberg Surveillance TV: January 16th, 2026

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Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousFriday, January 16th, 2026Featuring:1) Stephen Parker, Co-Head of G...

16 Jan 34min

Single Best Idea with Tom Keene: Dominic Konstam & Anna Wong

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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 Mizuho's Dominic Konstam & Anna Wong of Bloomberg Econ...

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Bloomberg Surveillance TV: January 15th, 2026

Bloomberg Surveillance TV: January 15th, 2026

Featuring: Nela Richardson, Chief Economist for ADP French Hill, Republican Congressman for Arkansas Terry Haines, Founder of Pangaea Policy See omnystudio.com/listener for privacy information.

15 Jan 21min

Dollar-Yen in Focus

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Single Best Idea with Tom Keene: Gerard Cassidy & Nathalie Tocci

Single Best Idea with Tom Keene: Gerard Cassidy & Nathalie Tocci

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with RBC Capital Markets’ Gerard Cassidy & Professor Nath...

14 Jan 3min

Bloomberg Surveillance TV: January 14th, 2026

Bloomberg Surveillance TV: January 14th, 2026

Featuring: Ed Bastian, Delta Air Lines CEO Edward Mills, Managing Director and Washington Policy Analyst at Raymond James Alexander Altmann, Managing Director and Global Head of Equities Tactical Str...

14 Jan 21min

Big Bank Earnings and Greenland in Focus

Big Bank Earnings and Greenland in Focus

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 14th, 2026Featuring:1) Gerard Cassidy, Head of US Bank E...

14 Jan 24min

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