Bloomberg Surveillance TV: December 12th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 12 December 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Peter Tchir, Head of Macro Strategy at Academy Securities
Yelena Shulyatyeva, Senior US Economist at The Conference Board
Jason Bazinet, Global Head of Media and Entertainment at Citi
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab

Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.

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Transcript

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0:00.0	Is passive investing costing you more than you think?
0:02.8	Active ETFs aim to beat the benchmark, while passive ETFs just settle for them.
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0:17.4	Visit jp.morgon.com slash get active to learn more. JPMorgan Asset Management is the brand name for the
0:23.5	asset management business of JPMorgan Chase & Co and its affiliates worldwide. This communication
0:28.4	is issued by JPMorgan Distribution Services Incorporated, member of FINRA.
0:33.8	So what will Rachel Reeves' pivotal new budget mean for you?
0:38.0	Has an innovative think tank just come up with a solution for replacing stamp duty?
0:42.6	Hello, I'm Steph McGovern.
0:44.3	And I'm Robert Peston.
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0:53.5	Look, we get it.
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0:56.6	You're a Bloomberg listener, after all.
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1:04.8	us on YouTube.
1:05.8	Twice a week, the rest is money tells you everything you need to know about the money matters
1:10.8	affecting all our lives.
1:12.4	Fiscal and monetary policy, housing, immigration, even the High Street.
	...

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