Traders Pare Bets on December Fed Cut

Traders Pare Bets on December Fed Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Friday, November 14th, 2025

Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment.

2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy.

3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Paramount, Comcast, and Netflix preparing bids for Warner Bros. Discovery, and a Bloomberg News story on how the Miss Universe Pageant has erupted into a power struggle between organizers.

See omnystudio.com/listener for privacy information.

Episoder(4445)

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Konstam: Sweden negative rates has increased lending

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Bogle: passive investing does really well in down markets

Bogle: passive investing does really well in down markets

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8 Mar 201612min

Krawcheck: diversity leads to higher returns

Krawcheck: diversity leads to higher returns

Ellevest's Sallie Krawcheck discusses how the percentage of women working in investment banking hasn't changed since the 1980s. She speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.Se...

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9am-10am ET: Bogle, Regan & Jacobsen

9am-10am ET: Bogle, Regan & Jacobsen

Vanguard Founder Jack Bogle makes the case for passive investing. Bloomberg Gadfly's Michael Regan covers the big market movers at the open. And Wells Fargo's Brian Jacobsen has his eye on emerging ma...

8 Mar 201642min

Zandi: we're not measuring GDP correctly

Zandi: we're not measuring GDP correctly

Moody's Mark Zandi says that GDP doesn't accurately measure the modern economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8 Mar 201611min

Zandi: don't bet against the American economy

Zandi: don't bet against the American economy

Moody's Mark Zandi says investors should heed Warren Buffett's warning not to bet against the U.S. economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

8 Mar 201611min

Stanziale: natural gas can't catch a break

Stanziale: natural gas can't catch a break

Eurasia Group's Bruno Stanziale says that power generation is going overwhelmingly into natural gas because of coal plant retirement. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

8 Mar 20168min

Stanziale: no longer in the commodity supercycle

Stanziale: no longer in the commodity supercycle

Eurasia Group's Bruno Stanziale says that the oil market will balance slowly. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8 Mar 201612min

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