Bloomberg Surveillance

Cameron Dawson, Chief Investment Officer at NewEdge Wealth Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes Veronica Clark, Director of Citi Research at Citigroup Global Markets Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.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 ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead. 3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs. 4) Vanessa McMichael, Head of Corporate & Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.See omnystudio.com/listener for privacy information.

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.