CPI, Eco Data, and Ukraine

CPI, Eco Data, and Ukraine

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 12th, 2025
Featuring:
1) Constance Hunter, Chief Economist at EIU and Rebecca Patterson, former Chief Investment Strategist at Bridgewater, react to CPI and discusses weakening US labor data, as well as President Trump naming EJ Antoni the new BLS chief. Despite economists concerned about the potential for rising inflation, Wall Street firms, including JPMorgan Chase & Co. and Morgan Stanley, expect investors to focus on strong corporate earnings and interest-rate cuts, according to Andrew Tyler and Mike Wilson.
2) Ethan Harris, former Head of Global Economic Research at Bank of America, talks about CPI and the reliability of American economic data with a new BLS chief. President Trump wrote that Antoni will ensure that the numbers released are "HONEST and ACCURATE", and Steve Bannon called Antoni "the perfect guy at the perfect time to run the BLS." Erica Groshen said that what worries her is that the nominee and his work are not well known in the business, academic or public service communities, and Jason Furman said that Antoni is "completely unqualified" to lead BLS.
3) Kira Rudik, Member of Parliament for the Ukrainian government, on the war in Ukraine, President Trump's summit with Vladimir Putin in Alaska this Friday, and the scheduled call between President Trump, Volodymyr Zelenskiy and other European leaders on Wednesday. President Trump is downplaying expectations for his upcoming meeting with Russian leader Vladimir Putin, calling it a "feel-out meeting."
4) Huw van Steenis, Partner at Oliver Wyman, discusses private credit outlook and the enablement of retirement savings to invest in private assets.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal on salaries and Bloomberg's reporting on Taylor Swift's album announcement.

See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Emons, Wheeler & Paulsen

Bloomberg Surveillance: Emons, Wheeler & Paulsen

Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt problem. And Wells Capital's Jim Paulsen lays out the 3 major themes that are emerging in the stock markets. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Foley, Major & Levy

Bloomberg Surveillance: Foley, Major & Levy

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Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot

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Bloomberg Surveillance: Stovall, Piegza & Wheeler

Bloomberg Surveillance: Stovall, Piegza & Wheeler

S&P's Sam Stovall speaks about the unloved equity markets. Stifel's Lindsey Piegza focuses on the Fed. And Atlantic Equities' Christopher Wheeler explains why banks are taking a beating. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Lee on IMF reforms

Bloomberg Surveillance: Lee on IMF reforms

Citi's William Lee discusses what's next for the IMF's Christine Lagarde. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Lee & Hewitt

Bloomberg Surveillance: Lee & Hewitt

Citi's William Lee weighs in on a looming U.S. recession. Barclays' Daniel Hewitt discusses concerns about Russia's collapsing economy. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance: Ross, Abramowicz & White

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Bloomberg Surveillance: Ricchiuto & Newport

Bloomberg Surveillance: Ricchiuto & Newport

Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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