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13.12.25 - 01:12
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The Fed′s Next Chair Faces AI Uncertainty, Political Heat and Credit Risks (Bloomberg)
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The Federal Reserve has just cut rates by 25 basis points into an economy it still expects to grow faster next year, raising questions about why it eased and how much further it can go. Former Council of Economic Advisers chair Glenn Hubbard discusses the decision, the neutral rate and why he doesn't see much more room for rate cuts going into 2026. (Source: Bloomberg)...
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13.12.25 - 01:12
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OpenTable CEO on 2026 Dining Trends (Bloomberg)
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Debby Soo, OpenTable CEO, says consumers continue to prioritize dining out and the overall restaurant experience. She speaks with Romaine Bostick and Katie Greifeld on “The Close.” (Source: Bloomberg)...
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13.12.25 - 00:18
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Affordability a 2026 Concern: Amalgamated CEO (Bloomberg)
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Priscilla Sims Brown, Amalgamated Bank CEO, says most people agree affordability is a major concern. She tells Romaine Bostick and Katie Greifeld on “The Close” that the bank is deeply engaged in its Commercial Property Assessed Clean Energy program and that 40% of its lending is climate related. (Source: Bloomberg)...
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12.12.25 - 23:18
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Agnellis Opposes Tether′s Football Club Juventus Bid (Bloomberg)
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Tether Holdings SA has submitted a binding all-cash proposal to acquire the remaining stake in the Italian football club Juventus Football Club SpA, seeking full ownership after the El Salvador-based crypto firm invested in the team earlier this year....
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12.12.25 - 23:12
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Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps (Bloomberg)
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On "Bloomberg Real Yield", Maureen O'Connor, global head of high-grade debt syndicate at Wells Fargo Corporate & Investment Bank, and Amanda Lynam, head of macro credit research at BlackRock, talks with Matt Miller about credit spreads, issuance and risks tied to the boom in AI growth. There's a frenzy of development going on to support the AI revolution, and with it an insatiable demand for debt to fund it. Some estimate the overall infrastructure roll-out cost could reach $10 trillion, and with so many lenders lining up to throw cash at the assets, the fear is a bubble is building. (Source: Bloomberg)...
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12.12.25 - 23:06
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Broadcom Follows Oracle in Disappointing AI-Focused Investors | Bloomberg Tech 12/12/2025 (Bloomberg)
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Bloomberg's Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump's executive order aimed at limiting state-level regulation of AI. (Source: Bloomberg)...
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12.12.25 - 23:06
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"Real Yield" Debate on Credit: Own or Not Own? (Bloomberg)
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On "Bloomberg Real Yield", Alexander Wolf, global head of macro and fixed income strategy at J.P. Morgan Private Bank, and Mike Contopoulos, deputy chief investment officer at Richard Bernstein Advisors, talks with Matt Miller about the Fed's rate decision this week, the next Fed chair and corporate credit. Analysts say that there's plenty to worry about when it comes to credit, from AI oversupply and private market distress to asset-backed blowups and runaway rates. (Source: Bloomberg)...
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