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.

Episoder(4331)

Bloomberg Surveillance TV: January 28, 2025

Bloomberg Surveillance TV: January 28, 2025

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DeepSeek Artificial Intelligence, Trump Tariffs and Oil

DeepSeek Artificial Intelligence, Trump Tariffs and Oil

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Single Best Idea with Tom Keene: Mandeep Singh & Anurag Rana

Single Best Idea with Tom Keene: Mandeep Singh & Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mandeep Singh and Anaurag Rana about China's DeepSeek...

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Bloomberg Surveillance TV: January 27, 2025

Bloomberg Surveillance TV: January 27, 2025

-Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments-Angelo Zino, Senior Equity Analyst, CFRA Research-Seema Shah, Chief Global Strategist, Principal Asset Management Wall Street...

27 Jan 202523min

DeepSeek, China AI Startup, Panics Markets

DeepSeek, China AI Startup, Panics Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 27th, 2025Featuring: Anurag Rana and Mandeep Singh, Bloomberg Inte...

27 Jan 202535min

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, r...

27 Jan 20258min

Single Best Idea with Tom Keene: Dan Ives, George Saravelos, and Victoria Fernandez.

Single Best Idea with Tom Keene: Dan Ives, George Saravelos, and Victoria Fernandez.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives, George Saravelos, and Victoria Fernandez. W...

24 Jan 20255min

Bloomberg Surveillance TV: January 24, 2025

Bloomberg Surveillance TV: January 24, 2025

- Margie Patel, Senior Portfolio Manager at Allspring Global Investments- Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank- Libby Cantrill, Head: Public Policy at PIMCO- Nor...

24 Jan 202524min

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