Michael Purves, CEO at Tallbacken Capital Advisors 
Michael Reid, Senior US Economist at RBC 
George Pollack, Senior US Policy Analyst at Signum Global 
Barbara Doran, CEO & CIO at BD8 Capital 

Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO & CIO at BD8 Capital, gives her market outlook for the year ahead.

<ul>
<li>Michael Purves, CEO at Tallbacken Capital Advisors&nbsp;</li>
<li>Michael Reid, Senior US Economist at RBC&nbsp;</li>
<li>George Pollack, Senior US Policy Analyst at Signum Global&nbsp;</li>
<li>Barbara Doran, CEO &amp; CIO at BD8 Capital&nbsp;</li>
</ul>
Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO &amp; CIO at BD8 Capital, gives her market outlook for the year ahead.

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 31st, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/407e69b7-b486-4597-852e-b3c400e1ed9c/transcript

Mark Cabana, Head of US Rates Strategy at BofA Global Research 
Constance Hunter, Chief Economist at Economist Intelligence Unit 
Dana D’Auria, Co-CIO & Group President at Envestnet 
Nicole Bachaud, Labor Economist at ZipRecruiter 

Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.

<ul>
<li>Mark Cabana, Head of US Rates Strategy at BofA Global Research&nbsp;</li>
<li>Constance Hunter, Chief Economist at Economist Intelligence Unit&nbsp;</li>
<li>Dana D&rsquo;Auria, Co-CIO &amp; Group President at Envestnet&nbsp;</li>
<li>Nicole Bachaud, Labor Economist at ZipRecruiter&nbsp;</li>
</ul>
Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D&rsquo;Auria, Co-CIO &amp; Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.

Bloomberg Surveillance TV: December 30th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7affa5f4-cb78-4cc0-a7b3-b3c301004dd7/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Tuesday, December 30th, 2025

Featuring:
1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026.

2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets.

3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses why the bull rally still has room to run in the year ahead.


4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, reflects on the first year of President Trump's second term.

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 Paul Sweeney &amp; Alexis Christoforous Tuesday, December 30th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026.
2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets.
3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses why the bull rally still has room to run in the year ahead.
 4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, reflects on the first year of President Trump's second term.

US Stocks Drift as Precious Metals Bounce Back

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2734e055-84ec-4112-afae-b3c300e64eb7/transcript

Cameron Dawson, Chief Investment Officer at NewEdge Wealth 
Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes 
Veronica Clark, Director of Citi Research at Citigroup Global Markets 
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group 

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.

<ul>
<li>Cameron Dawson, Chief Investment Officer at NewEdge Wealth&nbsp;</li>
<li>Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes&nbsp;</li>
<li>Veronica Clark, Director of Citi Research at Citigroup Global Markets&nbsp;</li>
<li>Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group&nbsp;</li>
</ul>
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.

Bloomberg Surveillance TV: December 29th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3640d1c9-de7f-4b51-afac-b3c200fa9cba/transcript

Bloomberg Surveillance TV: December 31st, 2025

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