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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Instant Reaction: The Fed Decides

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Single Best Idea with Tom Keene: Alicia Levine & David Seif

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Alicia Levine & David Seif. Watch Tom and Paul LIVE e...

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Bloomberg Surveillance TV: September 16th, 2025

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- Steven Ricchiuto, Chief US Economist at Mizuho- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP- Elyas Galou, Senior Investm...

16 Sep 202526min

Retail Sales and Previewing the Fed Decision

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 16th, 2025Featuring:1) Alicia Levine, Head of Investment Strategy...

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