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)

7am-8am ET: Lew, Choyleva & Corr

7am-8am ET: Lew, Choyleva & Corr

U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis ...

24 Helmi 201642min

Silverstein: balance sheets are best drivers of performance now

Silverstein: balance sheets are best drivers of performance now

Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Todd: Nevada caucus not important unless Trump loses

Todd: Nevada caucus not important unless Trump loses

NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Porzecanski: Argentina bond bet suddenly isn't so hot

Porzecanski: Argentina bond bet suddenly isn't so hot

Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this and more with Tom Keene and Michael McKee on Bloomb...

23 Helmi 201611min

Cassidy: top 20 banks can manage commodity drop

Cassidy: top 20 banks can manage commodity drop

RBC's Gerard Cassidy weighs in on banks' exposure to the energy collapse on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Denbow: China won't cut commodity supply

Denbow: China won't cut commodity supply

USAA's Dan Denbow says China won't scale back its production of commodities, because Beijing's big priority is jobs. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/l...

23 Helmi 201612min

Shilling: deflation from Japan concerning central banks

Shilling: deflation from Japan concerning central banks

Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee....

23 Helmi 20168min

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski ...

23 Helmi 201642min

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