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.

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Episoder(4338)

Bloomberg Surveillance TV: September 13, 2024

Bloomberg Surveillance TV: September 13, 2024

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Market Outlook Post-CPI and a Tech Breakdown

Market Outlook Post-CPI and a Tech Breakdown

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 13th, 2024Featuring: Katy Kaminski, Chief Research Strategist ...

13 Sep 202427min

Bloomberg Surveillance TV: September 12, 2024

Bloomberg Surveillance TV: September 12, 2024

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion Columnist-Pooja Kumra, Senior Strategist, TD Securities European & UK Rates Senior Strategist-Lindsey Piegza, Stifel Chief E...

12 Sep 202423min

Outlook for Inflation in the US and Europe

Outlook for Inflation in the US and Europe

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 12th, 2024Featuring: Dominic Konstam, Head: Macro Strategy Miz...

12 Sep 202432min

Single Best Idea with Tom Keene: Dominic Konstam & Mohamed El-Erian

Single Best Idea with Tom Keene: Dominic Konstam & Mohamed El-Erian

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dominic Konstam & Mohamed El-Erian. Watch Tom and Pau...

12 Sep 20245min

Single Best Idea with Tom Keene: Constance Hunter & Wendy Schiller

Single Best Idea with Tom Keene: Constance Hunter & Wendy Schiller

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Constance Hunter & Wendy Schiller. Watch Tom and Paul...

11 Sep 20244min

Bloomberg Surveillance TV: September 11, 2024

Bloomberg Surveillance TV: September 11, 2024

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO-Rob Casey, Signum Global Partner & Senior Analyst-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist...

11 Sep 202425min

Markets Price in the Latest CPI and Trump-Harris Debate

Markets Price in the Latest CPI and Trump-Harris Debate

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 11th, 2024Featuring: Ebrahim Rahbari, independent economist an...

11 Sep 202440min

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