Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

This podcast episode of Bloomberg Surveillance features multiple interviews and discussions focusing on economic forecasts, market opportunities, and consumer behavior. David Sherman from Crossing Bridge Advisors discusses fixed income opportunities, particularly overseas, and expresses concerns about the US bankruptcy process. Bill Adams, Chief Economist at Comerica Bank, provides insights into the labor market, inflation, and potential economic volatility related to the Fed leadership transition. Julia Wilson from KPMG analyzes holiday retail trends, the use of AI in retail, and consumer spending habits. Scott Sperling, CEO of THL Partners, shares his perspective on the M&A environment, private equity, and potential areas of growth like pharma services and automation.