Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, December 17th, 2025

Featuring:
1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble.

2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026.

3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Costco's vacation packages, and a Bloomberg News story on how high coffee prices are changing how people get their daily brew.

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 Wednesday, December 17th, 2025 Featuring: 1) Steve Auth, Executive Vice President &amp; CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble.
2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026.
3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Costco's vacation packages, and a Bloomberg News story on how high coffee prices are changing how people get their daily brew.

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

Traders Stick With Two 2026 Fed Cuts After Jobs Data

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8ee3865a-27b2-44c8-b703-b3b6010cf7d9/transcript

Advertisement