Dip-Buyers Emerge Following Oracle Woes & Fed Rate Cut

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 11 December 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, December 11th, 2025

Featuring:
1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.
2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.
3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.

See omnystudio.com/listener for privacy information.

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. Hello and welcome. This is
0:35.1	the Michelle Hussein show. I'm Michelle Hussein. I speak with people like Elon Musk.
0:40.8	I think I've done enough.
0:41.7	And Shonda Rhymes.
0:42.8	That's so cute. This will be a place where every weekend you can count on one essential conversation to help make sense of the world.
0:51.7	So please join me, listen and subscribe
0:54.4	to the Michelle Hussein show
0:56.3	from Bloomberg Weekend,
0:58.4	wherever you get your podcasts.
1:00.0	You certainly ask interesting questions.
1:05.4	Bloomberg Audio Studios,
1:07.8	podcasts, radio news.
1:10.2	Music studios. Podcasts Radio News.
1:30.1	This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on YouTube.
1:31.9	Robert Kaplan with us right now.
1:36.3	I'm affiliated with Goldman Sachs and, of course, his public service at the Dallas Fed.
	...

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