Retreat From Risk Assets Fades

Retreat From Risk Assets Fades

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Tuesday, December 2nd, 2025

Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, discusses BII's 2026 global investment outlook.
2) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses how the lower end consumer is entering a second recession with no access to liquidity or credit buffers.
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Chipotle looking to push back against "slop bowl fatigue", and employers using bonus pools and cash awards to get workers using AI.

See omnystudio.com/listener for privacy information.

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Jaksot(4481)

Emos: markets don't agree that fundamentals are improving

Emos: markets don't agree that fundamentals are improving

Leader Capital's Ben Emos says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

29 Helmi 201612min

7am-8am ET: Emos & Swagel

7am-8am ET: Emos & Swagel

Leader Capital's Ben Emos discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Swagel talks about regulation and breaking up the banks. A...

29 Helmi 201642min

Arment: Honeywell offer likely won't be the last

Arment: Honeywell offer likely won't be the last

Sterne Agee's Peter Arment says that Honeywell will probably follow up on its bid for UTX with a better offer. He joins Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Helmi 201611min

Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

Raymond James' Kevin Giddis says that the world's economies are struggling with two big problems: low inflation and low growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

26 Helmi 201611min

Davidowitz: retailers have got their new priorities right

Davidowitz: retailers have got their new priorities right

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are wise to scale back stores and invest more in their online presence. He joins Tom Keene and Michael McKee on Bloomberg Surveil...

26 Helmi 20168min

Davidowitz: America's middle class has been decimated

Davidowitz: America's middle class has been decimated

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are struggling because Americans have less and less disposable income. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

26 Helmi 201612min

9am-10am ET: Davidowitz, Giddis & Arment

9am-10am ET: Davidowitz, Giddis & Arment

Davidowitz & Associates Chairman Howard Davidowitz discusses the retail implosion. Raymond James' Kevin Giddis focuses on fixed income. And Sterne Agee's Peter Arment explains why Honeywell's offer fo...

26 Helmi 201642min

Herrmann: data isn't as bad as sentiment

Herrmann: data isn't as bad as sentiment

Mitsubishi UFJ's John Herrmann says that current U.S. economic data is looking better than people think it is. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

26 Helmi 201611min

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