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(4297)

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Bloomberg Surveillance TV: December 29th, 2025

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Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

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Bloomberg Surveillance TV: December 24th, 2025

Bloomberg Surveillance TV: December 24th, 2025

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Mi...

24 Des 202535min

Santa Rally Optimism Grows as Stocks Hold Near Record High

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief ...

24 Des 202529min

Single Best Idea with Tom Keene: Steven Major & Jim Caron

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