Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners 
Pooja Sriram, Vice President of US Economic Research at Barclays 
Keith Lerner, Co-CIO and Chief Market Strategist at Truist 

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

<ul>
<li>Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods</li>
<li>Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners&nbsp;</li>
<li>Pooja Sriram, Vice President of US Economic Research at Barclays&nbsp;</li>
<li>Keith Lerner, Co-CIO and Chief Market Strategist at Truist&nbsp;</li>
</ul>
<p>Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he&rsquo;s unsure if his economic policies will lead to Republican wins in next year&rsquo;s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday&rsquo;s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.</p>

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

<p>The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. </p>

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance TV: December 15th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af60f190-0aa7-4744-9e3f-b3b401065b4b/transcript

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