Stocks Get Tech Lift as US Yields Fall on Soft CPI

Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, December 18th, 2025

Featuring:
1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish outlook for US equities into 2026.3) Dan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Trump Media & Technology Group's announced merger with TAE Technologies.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Financial Times reporting on a prominent New York investor being approached with by a major WBD shareholder, and a Wall Street Journal story on wealthy renters are customizing their spaces.

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2025-12-18 30 min Transcript

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