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(4306)

Bloomberg Surveillance TV: August 22nd, 2025

Bloomberg Surveillance TV: August 22nd, 2025

- Bruce Kasman, Chief Economist at JPMorgan- Jean Boivin, Head: Investment Institute at BlackRock- Alex Nowrasteh, VP: Economic & Social Policy Studies at the Cato Institute- Betsey Stevenson, Profess...

22 Aug 202526min

Instant Reaction: Jay Powell's Jackson Hole Speech

Instant Reaction: Jay Powell's Jackson Hole Speech

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.The...

22 Aug 202536min

Previewing Jackson Hole

Previewing Jackson Hole

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 21st, 2025Featuring:1) Bloomberg Surveillance host Tom Keene joins f...

22 Aug 202528min

Bloomberg Surveillance TV: August 21st, 2025

Bloomberg Surveillance TV: August 21st, 2025

- Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City- Betsy Duke, former Federal Reserve Governor- Claudio Irigoyen, Head: Global Economics Research at Bank of America- John Stoltzfu...

21 Aug 202534min

Markets Cautious Ahead of Jackson Hole

Markets Cautious Ahead of Jackson Hole

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring:1) Michael McKee, International Economics & Poli...

21 Aug 202523min

Single Best Idea with Tom Keene: David Rosenberg & Michael McKee

Single Best Idea with Tom Keene: David Rosenberg & Michael McKee

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg & Michael McKee Watch Tom and Paul LI...

20 Aug 20253min

Bloomberg Surveillance TV: August 20th, 2025

Bloomberg Surveillance TV: August 20th, 2025

Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management-Eugenio Aleman, Raymond James Chief Economist-Eric Freedman, US Bank CIOSee omnystudio.com/listener for privacy information.

20 Aug 202526min

Jackson Hole's Impact on the Economy, Markets React

Jackson Hole's Impact on the Economy, Markets React

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025Featuring:1) David Rosenberg, Founder and President Rosenb...

20 Aug 202531min

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