Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 23rd, 2025

Featuring:
1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.

2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.

3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

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 Tuesday, December 23rd, 2025 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.
3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

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

Markets React to Last Major US Eco Data of 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55f201de-04bc-44e5-8499-b3bc0112ec99/transcript

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