Bloomberg Surveillance TV: August 8th, 2025

Bloomberg Surveillance TV: August 8th, 2025

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America
- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee
- John Vinh, Equity Research Analyst at Keybanc
- Collin Martin, Fixed Income Strategist at Charles Schwab

Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee, discusses the Trump administration's tariff strategy and outlook for US trade. John Vinh, Equity Research Analyst at Keybanc, talks about Intel after President Trump called on their CEO to resign. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses how the bond market is pricing in recent economic data.

See omnystudio.com/listener for privacy information.

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Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

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Marks: A good opportunity in distressed bonds

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Le: correlations are breaking down

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Rupkey: eco data is strong, but consumers feel insecure

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Pettypiece: Wal-Mart taking time to turn around company

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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.

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7am-8am ET: Porter,

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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 ...

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