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(4303)

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Bloomberg Surveillance TV: November 4th, 2025

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AI Angst Leads Election Day Stock Selloff

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Bloomberg Surveillance TV: November 3rd, 2025

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, November 3rd, 20251) Bob Michele, CIO: Fixed Income at J...

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Bloomberg Surveillance TV: October 31st, 2025

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- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management- Gene Munster, Managing Partner at Deepwater Asset Management- Ed Mills, Washington Policy Analyst at Raymond James- ...

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Big Tech Earnings Boosts AI Sentiment

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, October 30th, 20251) Sarah Hunt, Chief Market Strategist...

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Bloomberg Surveillance TV: October 30th, 2025

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- Stuart Kaiser, Head of Equity Trading Strategy at Citi- Leland Miller, CEO of China Beige Book- Sonal Desai, CIO for Fixed Income at Franklin Templeton- US Energy Secretary Chris WrightStuart Kaiser...

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