Bloomberg Surveillance Stocks Drop & Bitcoin Slides in Weak December Start
27 snips
Dec 1, 2025 
Seema Shah, Chief Global Strategist at Principal Asset Management, discusses cautious optimism for 2026, urging diverse portfolios as consumer resilience continues. Henrietta Treyz, Co-founder of Veda Partners, analyzes President Trump's potential Fed pick and the pressing economic policies expected from Congress. Meanwhile, Brian Levitt, Chief Global Market Strategist at Invesco, highlights attractive opportunities in private credit and non-US markets, as well as how Fed expectations are influencing Bitcoin's volatility.
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From London To Des Moines, Winter Prep
- Seema Shah joked she travels from London to Des Moines and endures Des Moines winter.
- She mentioned Black Friday thermal sales as a practical necessity for cold visits.
Fed Appointments Are Politically Loaded
- Henrietta Treyz says a known Fed appointee reduces voting uncertainty but timing is politically sensitive.
- She warns May appointments intersect with 2026 midterm politics and fiscal messaging.
December's Tight Legislative Agenda
- Congress will focus on ACA subsidies and appropriations in limited December legislative days.
- Henrietta Treyz expects few other major policy votes before year-end.