Bloomberg Surveillance

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Erin McLaughlin, Senior Economist at The Conference Board Ed Mills, Washington Policy Analyst at Raymond James George Goncalves, Head of US Macro Strategy at MUFG Americas Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close.4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&A activity heading into 2026.See omnystudio.com/listener for privacy information.

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Michael O’Rourke, Chief Market Strategist at JonesTrading Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market outlook as 2025 draws to a close. Terry Haines, Founder at Pangaea Policy, discusses the Supreme Court’s ruling in favor of a $100,000 fee for H1B visa applicants. Michael O’Rourke, Chief Market Strategist at JonesTrading, shares why he believes the market is currently in bubble territory.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses AI driven market volatility and how productivity gains could reshape markets.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post reporting on a study examining how abandoning homeownership may be changing how people behave at work and home, and a Wall Street Journal story on smaller airports and their fan base.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.