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Member SIPC. Welcome to the Bloomberg Surveillance Podcast.

I'm Tom Keene with David Gura.

Daily, we bring you insight from the best in economics, finance,

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John Sylvia Chief Economist at Wells Park was with us here in our Bloomberg

1130 studios in New York. I imagine you were among those hoping for, looking for specifics

last night, give us a sense of what stood out to you,

what you heard and what you didn't hear.

A more general presidential tone,

I think was very, very positive.

I think perhaps the lack of detail tells us that they're in negotiations,

that they're trying to bring in the Democrats in different areas

...