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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Avsnitt(4483)

9am-10am ET: Davidowitz, Giddis & Arment

9am-10am ET: Davidowitz, Giddis & Arment

Davidowitz & Associates Chairman Howard Davidowitz discusses the retail implosion. Raymond James' Kevin Giddis focuses on fixed income. And Sterne Agee's Peter Arment explains why Honeywell's offer fo...

26 Feb 201642min

Herrmann: data isn't as bad as sentiment

Herrmann: data isn't as bad as sentiment

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26 Feb 201611min

Piegza: retail data is stronger

Piegza: retail data is stronger

Stifel's Chief Economist Lindsey Piegza says that recent numbers point to an improving retail environment. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Rolland: Apple standoff with FBI has global implications

Rolland: Apple standoff with FBI has global implications

FBR Capital Markets' Analyst Christopher Rolland says that if Apple is forced to give the U.S. government a backdoor into its devices, then other countries like Saudi Arabia could abuse this to track ...

26 Feb 20168min

Murray: UK can cut red tape by leaving EU

Murray: UK can cut red tape by leaving EU

Bloomberg Intelligence's Jamie Murray says the UK can cut regulatory burdens by leaving the EU. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

26 Feb 201612min

8am-9am ET: Murray, Rolland, Piegza & Herrmann

8am-9am ET: Murray, Rolland, Piegza & Herrmann

Bloomberg Intelligence's Jamie Murray weighs the risk of 'Brexit.' FBR Capital Markets' Christopher Rolland discusses the latest developments in Apple's standoff with the FBI. Stifel's Lindsey Piegza ...

26 Feb 201642min

Ghahramani: there will be investment opportunities in Iran

Ghahramani: there will be investment opportunities in Iran

SGH Macro Advisors' Sassan Ghahramani speaks about the elections in Iran and effects on geopolitical calculations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

26 Feb 201611min

Ghahramani: G-20 needs to assure markets

Ghahramani: G-20 needs to assure markets

SGH Macro Advisors' Sassan Ghahramani says the G-20 needs to deliver the message that policy makers aren't out of ammunition on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

26 Feb 201611min

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