Bloomberg Surveillance16 Heinä 2025

Tariffs, Inflation, and Bank Earnings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 16th, 2025
Featuring:
1) Amanda Lynam, Head of Macro Credit Research at BlackRock, joins to talk about corporate credit resilience amid continued policy shifts. Stocks slipped as negative tariff headlines and dialed-back expectations for interest-rate cuts prompted doubts about the market’s ability to sustain recent highs. US Treasuries held steady.
2) Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, wraps big bank earnings. Investors will continue to follow bank executives' guidance during and after earnings on how they plan to allocate extra capital and drive larger profits.
3) David Malpass, former President at the World Bank, discusses the economic and geopolitical policies of the second Trump administration and what President Trump must do to gain broader support in his second term. It comes amid a rift within the Republican Party over the release of documents related to Jeffrey Epstein and uncertainty over President Trump's tariff policy.
4) Patrick Armstrong, CIO at Plurimi Wealth, brings us into PPI and talks about how inflation could weigh on markets. Robin Brooks, a senior fellow at the Brookings Institution, wrote that “the tariff inflation shock starts to hit” and this effect will keep building in intensity as pre-tariff inventories are depleted.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Post story on the redesigned Waldorf-Astoria and a Boston Globe column on the seven best lobster rolls around Boston.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(4581)

Bloomberg Surveillance TV: July 7th, 2026

Featuring: Julian Emmanuel, Chief Equity & Quantitative Strategist at Evercore ISI Torsten Slok, Chief Economist at Apollo Global Management Ulf Kristersson, Prime Minister of Sweden See omnystudi...

7 Heinä 29min

The Market Rally and NATO Summit

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 7, 2026Featur...

7 Heinä 31min

Bloomberg Surveillance TV: July 6th, 2026

Featuring: Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley Henrietta Treyz, Director of Economic Policy Research at Veda Partners Neil Dutta, Head of US Economic Research at Renais...

6 Heinä 23min

Tech Rises as Iran War Looms Over NATO Summit

6 Heinä 30min

Bloomberg Surveillance TV: July 2nd, 2026

Featuring: Peter Tchir, Director & Head of Macro Strategy at Academy Securities Priya Misra, Managing Director & Portfolio Manager at JP Morgan Investment Management Stephanie Roth, Chief Economist a...

2 Heinä 19min

June Jobs Day

2 Heinä 32min

Bloomberg Surveillance TV: July 1st, 2026

Featuring: Victoria Fernandez, Chief Market Strategist at Crossmark Global Angelo Zino, Senior VP & Head: Technology at CFRA Ivan Espinosa, President & CEO of Nissan Motor Co. See omnystudio.com/list...

1 Heinä 21min