Retreat From Risk Assets Fades

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 2 December 2025

⏱️ 41 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 Paul Sweeney & Norah Mulinda
Tuesday, December 2st, 2025

Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, discusses BII's 2026 global investment outlook.
2) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses how the lower end consumer is entering a second recession with no access to liquidity or credit buffers.
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Chipotle looking to push back against "slop bowl fatigue", and employers using bonus pools and cash awards to get workers using AI.

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.
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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