Bloomberg Surveillance

• Bloomberg Surveillance TV: December 12th, 2025

  Peter Tchir, Head of Macro Strategy at Academy Securities Yelena Shulyatyeva, Senior US Economist at The Conference Board Jason Bazinet, Global Head of Media and Entertainment at Citi Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to discuss the Disney-OpenAI deal and what it means for the entertainment industry going forward. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives her assessment of the macro environment heading into 2026.See omnystudio.com/listener for privacy information.

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• Global Stocks Eye Records

  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 12th, 2025Featuring:1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sector and balance sheet analysis.3) Sameer Singh, Co-Head of M&A North America at Citi, shares his 2026 outlook for the M&A space.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on growing interest in fully-furnished homes among luxury home buyers, and a Business Insider story on Canada's plans for its stockpiles of US-made alcohol.See omnystudio.com/listener for privacy information.

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• Single Best Idea with Tom Keene: Robert Kaplan & Anna Wong

  Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Goldman Sachs’ Robert Kaplan & Anna Wong of Bloomberg Economics. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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• Bloomberg Surveillance TV: December 11th, 2025

  Featuring: Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist See omnystudio.com/listener for privacy information.

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• Dip-Buyers Emerge Following Oracle Woes & Fed Rate Cut

  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 11th, 2025Featuring:1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn research regarding jobs that didn't exist 25 years ago, and a story on all-inclusive adventure resorts.See omnystudio.com/listener for privacy information.

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