Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Monday, December 29th, 2025

Featuring:
1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026.

2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead.

3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs.


4) Vanessa McMichael, Head of Corporate & Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.

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 Monday, December 29th, 2025 Featuring: 1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026.
2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead.
3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs.
 4) Vanessa McMichael, Head of Corporate &amp; Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.

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

Tech Megacaps Drag US Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e481a253-353a-4485-a931-b3c200e966b1/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

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 
Erin McLaughlin, Senior Economist at The Conference Board 
Ed Mills, Washington Policy Analyst at Raymond James 
George Goncalves, Head of US Macro Strategy at MUFG Americas 

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.

<ul>
<li>Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments&nbsp;</li>
<li>Erin McLaughlin, Senior Economist at The Conference Board&nbsp;</li>
<li>Ed Mills, Washington Policy Analyst at Raymond James&nbsp;</li>
<li>George Goncalves, Head of US Macro Strategy at MUFG Americas&nbsp;</li>
</ul>
Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy&rsquo;s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.

Bloomberg Surveillance TV: December 26th, 2025 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/341741ef-59e8-4cb8-b38b-b3bf00f7c846/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, December 26th, 2025

Featuring:
1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close.
4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&A activity heading into 2026.

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 Friday, December 26th, 2025 Featuring: 1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close. 4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&amp;A activity heading into 2026.

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/44e208b2-e8be-46ba-a8d3-b3bf00e94a42/transcript

Tech Megacaps Drag US Stocks

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