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(4338)

Bloomberg Surveillance TV: September 20, 2024

Bloomberg Surveillance TV: September 20, 2024

- Jay Pelosky, TPW Advisory Principal & Founder- Veronica Clark, Citi US Economist- Tom Becker, BlackRock Global Tactical Asset Allocation Team Portfolio ManagerJay Pelosky of TPW Advisory says China ...

20 Sep 202426min

Single Best Idea with Tom Keene: Jim Caron & Joe Davis

Single Best Idea with Tom Keene: Jim Caron & Joe Davis

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Joe Davis. Watch Tom and Paul LIVE every ...

19 Sep 20247min

Bloomberg Surveillance TV: September 19, 2024

Bloomberg Surveillance TV: September 19, 2024

-Mark Zandi, Moody's Analytics Chief Economist-Gargi Chaudhuri, BlackRock Chief Investment and Portfolio Strategist-John Lovallo, UBS Homebuilders & Building Products AnalystMark Zandi of Moody's Anal...

19 Sep 202421min

Reaction to the Fed's Rate Cut

Reaction to the Fed's Rate Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024Featuring: Steve Eisman, Senior Portfolio Manager at...

19 Sep 202442min

Instant Reaction: Jerome Powell Defends 50 Point Rate Cut

Instant Reaction: Jerome Powell Defends 50 Point Rate Cut

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomb...

18 Sep 202426min

Instant Reaction: The Fed Cuts Rates 50-Basis-Points

Instant Reaction: The Fed Cuts Rates 50-Basis-Points

Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listen...

18 Sep 202429min

Potential Rate Cuts on Fed Day and Harris-Trump on the Economy

Potential Rate Cuts on Fed Day and Harris-Trump on the Economy

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 18th, 2024Featuring: Alicia Levine, Head of Investment Strateg...

18 Sep 202435min

Bloomberg Surveillance TV: September 18, 2024

Bloomberg Surveillance TV: September 18, 2024

-Joumanna Bercetche, Bloomberg News-Max Layton, Citi Global Head of Commodities Research-Mike Shepard, Bloomberg NewsBloomberg's Joumanna Bercetche joins Surveillance from Dubai with latest on the Isr...

18 Sep 202414min

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