Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Sheila Kahyaoglu, Senior Equity Research Analyst, Jefferies Rep. French Hill (R-AR) Elizabeth Economy, Hoover Institution Senior Fellow, US Commerce Department Former Senior China adviser 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 SweeneyWednesday, December 17th, 2025Featuring:1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble. 2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026. 3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Costco's vacation packages, and a Bloomberg News story on how high coffee prices are changing how people get their daily brew.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 Rosenberg Research founder David Rosenberg & Martha Gimbel of the Yale Budget Lab.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Frances Donald, Chief Economist at RBC Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income Terry Haines, Founder at Pangaea Policy Elyas Galou, Senior Investment Strategist at BofA Securities Lucy Baldwin, Global Head of Research at Citi Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey. Lucy Baldwin, Global Head of Research at Citi, discusses her bullish projections for 2026.See omnystudio.com/listener for privacy information.