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(4327)

Bloomberg Surveillance TV: March 24, 2025

Bloomberg Surveillance TV: March 24, 2025

- Jean Boivin, Global Head: Research & Investment Institute at BlackRock- Kathy Bostjancic, Chief Economist at Nationwide- Sharon Miller, Co-President: Business Banking at Bank of America- Dana Telsey...

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Concerns over US Growth as US Tariffs Appear More Targeted

Concerns over US Growth as US Tariffs Appear More Targeted

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 24th, 2025Featuring: 1) Joe Lavorgna, Chief Economist at SMBC Nikko S...

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Bloomberg Surveillance TV: March 21, 2025

Bloomberg Surveillance TV: March 21, 2025

- Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital- Seema Shah, Chief Global Strategist at Principal Asset Management- Jeetendra Patel, Chief Product Officer at Cisco- ...

21 Mar 202533min

Uncertainty Weighs on Markets as Trump Looks to Dismantle the Education Department

Uncertainty Weighs on Markets as Trump Looks to Dismantle the Education Department

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 21st, 2025Featuring:1) Karen Manna, Investment Director, Fixed Income...

21 Mar 202533min

Single Best Idea with Tom Keene: Jay Bryson & David Rosenberg

Single Best Idea with Tom Keene: Jay Bryson & David Rosenberg

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

20 Mar 20254min

Bloomberg Surveillance TV: March 20, 2025

Bloomberg Surveillance TV: March 20, 2025

- Iain Stealey, CIO: Fixed Income at JPMorgan Asset Management- Mike Pyle, Deputy Head: Portfolio Management Group at BlackRock- Brooke Roach, Analyst at Goldman Sachs- Luke Tilley, Chief Economist Wi...

20 Mar 202526min

Fed's Lays Out Path Forward amid Uncertain Trump Policies

Fed's Lays Out Path Forward amid Uncertain Trump Policies

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 20th, 2025Featuring:1) Julian Emanuel, Chief Equity and Quantitative ...

20 Mar 202537min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillanc...

19 Mar 202526min

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