Bloomberg Surveillance TV: December 15th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 15 December 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners
Pooja Sriram, Vice President of US Economic Research at Barclays
Keith Lerner, Co-CIO and Chief Market Strategist at Truist

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector 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.
0:07.6	Embrace an active strategy that helps you build stronger portfolios.
0:11.5	Invest with a global leader in active fixed income ETFs with JPMorgan Asset Management.
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.
0:45.5	And we wanted to recommend you.
0:47.4	Our podcast, The Rest is Money, where we answer questions like these to try and make sense of the UK's economy.
0:53.5	Look, we get it.
0:54.3	You're a discerning sort of person.
0:56.6	You're a Bloomberg listener, after all.
0:58.7	So we're not going to waste your time.
1:00.4	Here's why it's worth you searching for the rest is money in your podcast app or watching
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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