Bloomberg Surveillance TV: July 22nd, 2025

Bloomberg Surveillance TV: July 22nd, 2025

- Andrew Hollenhorst, Chief US Economist at Citi
- Russell Brownback, Head: Global Macro Positioning at BlackRock
- Samuel Zief, Head: Global FX Strategy at JPMorgan
- Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays

Andrew Hollenhorst, Chief US Economist at Citi, discusses US inflation, the market rally, and Fed independence. Russell Brownback, Head: Global Macro Positioning at BlackRock, discusses what the bond market is signaling about the US economy. Samuel Zief, Head: Global FX Strategy at JPMorgan, talks about a weakening US dollar and whether there is a bull case for the dollar this year. Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays, talks about the persistence of the equity bull run and where equities could land in the second half.

See omnystudio.com/listener for privacy information.

Jaksot(3993)

Le: correlations are breaking down

Le: correlations are breaking down

Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Helmi 201611min

Rupkey: eco data is strong, but consumers feel insecure

Rupkey: eco data is strong, but consumers feel insecure

Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Helmi 201611min

Pettypiece: Wal-Mart taking time to turn around company

Pettypiece: Wal-Mart taking time to turn around company

Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Helmi 201611min

7am-8am ET: Porter,

7am-8am ET: Porter,

Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings and Credit Suisse's Khoa Le sits down to discuss quant strategies. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Helmi 201642min

8am-9am ET: Sowerby, Tisch & Rupkey

8am-9am ET: Sowerby, Tisch & Rupkey

Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And Bank of Tokyo-Mitsubishi's Chris Rupkey reacts to initial jobless claims. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Helmi 201642min

Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Helmi 201611min

Abramowicz: junk bond world has become toxic

Abramowicz: junk bond world has become toxic

Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Helmi 201611min

9am-10am ET: Kashkari, Abramowicz & Ghahramani

9am-10am ET: Kashkari, Abramowicz & Ghahramani

The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement.See omnystudio.com/listener for privacy information.

17 Helmi 201642min

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