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, 2025
Featuring:
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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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, December 11th, 2025
Featuring:
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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