Traders Pare Bets on December Fed Cut
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 November 2025
⏱️ 29 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Friday, November 14th, 2025
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment.
2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy.
3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Paramount, Comcast, and Netflix preparing bids for Warner Bros. Discovery, and a Bloomberg News story on how the Miss Universe Pageant has erupted into a power struggle between organizers.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | To all the financial advisors listening, let's talk bonds for a minute. We've seen a lot of big |
| 0:04.7 | firms throw a couple of flashy funds your way and call it a day. But not Vanguard. Vanguard bonds |
| 0:10.2 | are institutional quality. We're talking top-grade products across the board of over 80 bond funds, |
| 0:16.6 | actively managed by a 200-person global team. So if you're looking to give your clients consistent |
| 0:21.5 | results year in and year out, go see the record for yourself at vanguard.com slash audio. That's |
| 0:27.5 | vanguard.com slash audio. All investing is subject to risk, Vanguard Marketing Corporation |
| 0:32.3 | distributor. You can get the news whenever you want it with Bloomberg News Now. I'm Amy Morris. And I'm Karen |
| 0:39.6 | Moscow here to tell you about our new on-demand news report delivered right to your podcast feed. |
| 0:45.6 | Bloomberg News Now is a short five-minute audio report on the day's top stories. Episodes are |
| 0:51.1 | published throughout the day with the latest information and data to keep you informed. |
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| 1:28.2 | now on Apple, Spotify, or anywhere you listen. |
| 1:34.4 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:47.0 | 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. |
| 1:54.0 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
... |
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