Bloomberg Surveillance

Geoffrey Yu, Senior Market Strategist at BNY Dana Peterson, Chief Economist at The Conference Board Andrew Bishop, Global Head of Policy Research at Signum Global Dan Ives, Global Head of Tech Research at Wedbush Securities Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump’s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Isabelle LeeFriday, January 2nd, 2026Featuring:1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains.2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead.3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure.4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousTuesday, December 30th, 2025Featuring: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.See omnystudio.com/listener for privacy information.