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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.

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