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.

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Episoder(4478)

Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance: Ross, Abramowicz & White

Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on th...

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Bloomberg Surveillance: Ricchiuto & Newport

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

10 Feb 201642min

Bloomberg Surveillance: Sinche and Chandler on Currencies

Bloomberg Surveillance: Sinche and Chandler on Currencies

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Robert Sinche Global Strategist Amherst Pierpont Securities LLC on global market weakness and potential causes Marc Chan...

10 Feb 201642min

Bloomberg Surveillance: Lee, Milligan and Todd

Bloomberg Surveillance: Lee, Milligan and Todd

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Eric Lee Vice President Citigroup Global Markets Inc on global commodity markets Andrew Milligan Head:Global Strategy St...

9 Feb 201642min

Bloomberg Surveillance: Zingales and Marinov on Markets

Bloomberg Surveillance: Zingales and Marinov on Markets

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Luigi Zingales Professor:Finance/Economist University of Chicago Booth School of Business on economy Valentin Marinov MD...

8 Feb 201642min

Bloomberg Surveillance: Glassman and Gross

Bloomberg Surveillance: Glassman and Gross

(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: James E Glassman Senior Economist JP Morgan Securities LLC on Jobs Day William Hunt Gross "Bill" Fund Manager Janus Capi...

5 Feb 201642min

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