Tech Spending in Focus as Nvidia Report Looms

Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 19th, 2025

Featuring:
1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty.
2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026.
3) Scott Diamond, Co-Head of the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space compelling.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on Paramount Skydance's David Ellison seeking backing from Saudi Arabia's sovereign wealth fund for its bid to buy rival Warner Bros. Discovery, and a Wall Street Journal story on a Gustav Klimt painting that sold for a historic $236.4 million.

See omnystudio.com/listener for privacy information.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 19th, 2025

Featuring:
1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty.
2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026.
3) Scott Diamond, Co-Head of the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space compelling.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on Paramount Skydance's David Ellison seeking backing from Saudi Arabia's sovereign wealth fund for its bid to buy rival Warner Bros. Discovery, and a Wall Street Journal story on a Gustav Klimt painting that sold for a historic $236.4 million.

See omnystudio.com/listener for privacy information.

2025-11-19 35 min Transcript
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