Bloomberg Surveillance TV: December 30th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 30 December 2025
⏱️ 38 minutes
🧾️ Download transcript
Summary
- Mark Cabana, Head of US Rates Strategy at BofA Global Research
- Constance Hunter, Chief Economist at Economist Intelligence Unit
- Dana D’Auria, Co-CIO & Group President at Envestnet
- Nicole Bachaud, Labor Economist at ZipRecruiter
Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.
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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. I'm Carol Masser. And I'm Tim |
| 0:35.0 | Steneveck, inviting you to join us for the Bloomberg Businessweek Daily podcast. Now, every day, we are bringing you reporting from the magazine that helps global leaders stay ahead. We've got insight on the people, the companies and trends that are shaping today's complex economy. That's right. Tim, we're all over global business, finance, tech news, all as it is happening in real time. And we've got complete coverage of the U.S. market close. Got to say, basically, if it impacts financial markets, if it impacts companies, if it's impacting trends and narratives that are out there, we are on it. We also have a lot of fun doing it. Bloomberg Business Week also brings you the analysis behind the headlines through conversations with our expert guests. And we are doing this all live each weekday. |
| 1:12.9 | And then we bring you the best analysis in our daily podcast. |
| 1:16.1 | Search for Bloomberg Business Week on YouTube, Apple, Spotify, or anywhere else you listen. |
| 1:20.3 | Check it out on your way home from work to catch up on the conversations that you miss during the business day. |
| 1:24.7 | And on the weekend, check it out for a complete wrap-up of your business Week. That's the Bloomberg Business Week Daily podcast. I'm Carol Masser. |
| 1:31.6 | And I'm Tim Stanovex. Subscribe today wherever you get your podcasts. Bloomberg Audio Studios. Podcasts, Radio, News. |
| 1:49.0 | This is the Bloomberg Surveillance Podcast. |
| 1:52.0 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:55.7 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 2:00.3 | From our global headquarters in New York |
| 2:01.8 | City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the |
| 2:07.2 | podcast on Apple, Spotify, or anywhere else you listen. And as always, on the Bloomberg Terminal |
| 2:12.1 | and the Bloomberg Business app. The president saying he has a preferred Fed Chair candidate, |
| 2:16.8 | but is in no hurry to make an |
| 2:18.8 | announcement. Mark Havanaugh, Bank of America, joins us now for more. Mark, I am curious from your |
... |
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