George Pollack

Senior US Policy Analyst at Signum Global who discusses U.S. political dynamics and policy topics in the episode, including the expiration of ACA subsidies and AI politics.

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Dec 31, 2025 • 28min

Bloomberg Surveillance TV: December 31st, 2025

Join market strategist Michael Purves as he warns about the risks of AI capex not yielding returns, contrasting today's frenzy with the late '90s tech bubble. US economist Michael Reid outlines a 'stagflation light' for 2026, highlighting low growth and sticky inflation, while George Pollack discusses the political implications of expiring healthcare subsidies and AI as a key campaign issue. Finally, Barbara Doran provides insights on the Fed's cautious approach and expectations for sector rotations in the year ahead.

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