Bloomberg Surveillance TV: December 29th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 29 December 2025
⏱️ 30 minutes
🧾️ Download transcript
Summary
- 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.
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Transcript
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| 0:00.0 | Is passive investing costing you more than you think? |
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| 0:23.5 | asset management business of JPMorgan Chase & Co and its affiliates worldwide. This communication is |
| 0:28.8 | issued by JPMorgan Distribution Services Incorporated, member of FINRA. |
| 0:33.0 | Hi, I'm Stephen Carroll. And I'm Caroline Hepka, here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes. |
| 0:42.0 | It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world. |
| 0:48.2 | Each weekday morning, we're up early to bring you the latest news by 7am. |
| 0:52.2 | We've got everything you need to know. |
| 0:53.5 | From geopolitics and |
| 0:55.1 | global events to economics and what's moving markets. I'm covering it all from London. And I'm in |
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| 1:05.4 | what's happening, what it means and why it matters. It's more than just business headlines, |
| 1:10.2 | from the price of your breakfast |
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