Miran Warns Fed Risks Recession Without More Cuts | Bloomberg Businessweek Daily 12/22/2025

From Bloomberg Markets and Finance.

On today’s episode of Bloomberg Businessweek Daily, Caroline Hyde and Romaine Bostic discuss the S&P 500’s moves as a holiday-shortened trading week begins, and traders begin positioning for 2026.
Glenmede Chief of Investment Strategy & Research Jason Pride joins the show to break it down. Also on today’s show, NerdWallet Senior Economist Elizabeth Renter talks inflation, affordability, and the labor market. Plus, Kayak CEO Steve Hafner on the holiday travel forecast and the rollout of a new AI mode for planning and booking.

Chapters:
00:00:00 – Bloomberg Businessweek Daily Starts
00:05:38 – Glenmede’s Jason Pride Breaks Down Equities Positioning Rising, Investors Maintaining Record Low Cash
00:11:41 – NerdWallet Senior Economist Elizabeth Renter Discusses Inflation, Labor Market, Affordability
00:21:14 – Kayak CEO Steve Hafner Talks Launch of AI Mode for Travel Planning & Booking, Holiday Travel Forecast
00:27:54 – Kate Krader Breaks Down Bloomberg’s Guide for Where to Travel in 2026
00:35:11 – Chris Palmeri on Larry Ellison to Personally Back Paramount Bid for Warner
00:44:31 – Natalia Kniazhevich with Stocks on the Move
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