Bloomberg Surveillance TV: December 26th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 26 December 2025
⏱️ 37 minutes
🧾️ Download transcript
Summary
- 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.
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Transcript
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| 0:00.0 | Did you know that passive fixed income ETFs only capture about 50% of the U.S. public bond market? |
| 0:06.2 | But with J.P. Morgan Asset Management's active fixed income ETFs, we can help you capture 100% of the U.S. public bond market and explore twice as many opportunities. |
| 0:16.1 | Visit JPMorgan.com slash get active to learn more. |
| 0:20.0 | JPMorgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co |
| 0:24.6 | and its affiliates worldwide. |
| 0:26.4 | This communication is issued by JPMorgan Distribution Services Incorporated member of FINRA. |
| 0:31.7 | So what will Rachel Reeves' pivotal new budget mean for you? |
| 0:36.2 | Has an innovative think tank just come up with a solution for replacing stamp duty? |
| 0:40.6 | Hello, I'm Steph McGovern. |
| 0:42.2 | And I'm Robert Peston. |
| 0:43.4 | And we wanted to recommend you, our podcast The Rest is Money, |
| 0:47.0 | where we answer questions like these to try and make sense of the UK's economy. |
| 0:51.5 | Look, we get it. You're a discerning sort of person. |
| 0:54.6 | You're a Bloomberg listener, after all. |
| 0:56.7 | So we're not going to waste your time. |
| 0:58.3 | Here's why it's worth you searching for the rest is money in your podcast app or watching |
| 1:02.8 | us on YouTube. |
| 1:03.7 | Twice a week. |
| 1:04.4 | The rest is money tells you everything you need to know about the money matters affecting |
| 1:09.2 | all our lives. |
| 1:10.4 | Fiscal and monetary policy, housing, immigration, even the High Street. |
| 1:15.5 | Yeah, we do conversations for curious minds, no dry discussions here. |
... |
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