Alastair Pinder, Global Equity Strategist at HSBC 
Ian Harnett, Chief Investment Strategist at Absolute Strategy Research 
Amanda Lynam, Head of Macro Credit Research at BlackRock 
Sen. Bill Cassidy, (R) Louisiana 

Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer.

<ul>
<li>Alastair Pinder, Global Equity Strategist at HSBC&nbsp;</li>
<li>Ian Harnett, Chief Investment Strategist at Absolute Strategy Research&nbsp;</li>
<li>Amanda Lynam, Head of Macro Credit Research at BlackRock&nbsp;</li>
<li>Sen. Bill Cassidy, (R) Louisiana&nbsp;</li>
</ul>
Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer.

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. 

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>.

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 1st, 2025 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2d7363e8-40f9-4583-82ad-b3a60106ccce/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Morgan Stanley's Lisa Shalett & Erin McLaughlin of The Conference Board.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley's Lisa Shalett &amp; Erin McLaughlin of The Conference Board. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Lisa Shalett & Erin McLaughlin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/00450538-d2ce-4ade-8081-b3a9010a0709/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney 
Thursday, December 4th, 2025

Featuring:
1) Mona Mahajan, Head of Investment Strategy at Edward Jones, shares her expectations for a Fed rate cut next week and her earnings outlook for 2026.
2) Neil Shearing, Group Chief Economist at Capital Economics, discusses he believes why the Fed is unlikely to deliver the deep cuts markets expect.
3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine negotiations.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on how tired Americans are spending more to avoid doing chores, and how sales of Manhattan luxury homes have surged following the election of Zohran Mamdani.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Thursday, December 4th, 2025 Featuring: 1) Mona Mahajan, Head of Investment Strategy at Edward Jones, shares her expectations for a Fed rate cut next week and her earnings outlook for 2026. 2) Neil Shearing, Group Chief Economist at Capital Economics, discusses he believes why the Fed is unlikely to deliver the deep cuts markets expect. 3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine negotiations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on how tired Americans are spending more to avoid doing chores, and how sales of Manhattan luxury homes have surged following the election of Zohran Mamdani.

US Jobless Claims Fall to Three-Year Low

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/91b1b9bd-7ed0-4b35-9573-b3a90114b4c8/transcript

Featuring: 
Binky Chadha, Chief Global Strategist, Deutsche Bank
Sonal Desai, Fixed Income CIO, Franklin Templeton
Angelo Zino, Head:Technology, CFRA

Featuring:&nbsp;
<ul>
<li>Binky Chadha, Chief Global Strategist, Deutsche Bank</li>
<li>Sonal Desai, Fixed Income CIO, Franklin Templeton</li>
<li>Angelo Zino, Head:Technology, CFRA</li>
</ul>

Bloomberg Surveillance TV: December 4th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0763c922-9549-4ec8-a23a-b3a900df10da/transcript

Bloomberg Surveillance TV: December 1st, 2025

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