Bloomberg Surveillance TV: May 7, 2025

Bloomberg Surveillance TV: May 7, 2025

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Priya Misra, Portfolio Manager at JPMorgan Asset Management
- Keith Lerner, Co-CIO at Truist
- Tom Porcelli, Chief US Economist at PGIM Fixed Income

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade deals. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market on the outlook for inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his outlook on equities and markets. Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses inflation, the US economy, and today's Fed meeting.

See omnystudio.com/listener for privacy information.

Episoder(4366)

8am-9am ET: Murray, Rolland, Piegza & Herrmann

8am-9am ET: Murray, Rolland, Piegza & Herrmann

Bloomberg Intelligence's Jamie Murray weighs the risk of 'Brexit.' FBR Capital Markets' Christopher Rolland discusses the latest developments in Apple's standoff with the FBI. Stifel's Lindsey Piegza ...

26 Feb 201642min

Ghahramani: there will be investment opportunities in Iran

Ghahramani: there will be investment opportunities in Iran

SGH Macro Advisors' Sassan Ghahramani speaks about the elections in Iran and effects on geopolitical calculations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

26 Feb 201611min

Ghahramani: G-20 needs to assure markets

Ghahramani: G-20 needs to assure markets

SGH Macro Advisors' Sassan Ghahramani says the G-20 needs to deliver the message that policy makers aren't out of ammunition on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

26 Feb 201611min

Hormats: china working to improve communication to markets

Hormats: china working to improve communication to markets

Kissinger Associates' Bob Hormats discusses generational shifts in China as the G-20 meets in Shanghai on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

26 Feb 20168min

Hormats: countries need to be concerned about devaluation

Hormats: countries need to be concerned about devaluation

Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

26 Feb 201612min

7am-8am ET: Hormats & Ghahramani

7am-8am ET: Hormats & Ghahramani

Kissinger Associates' Bob Hormats says most countries are concerned about the amount of currency volatility and competitive currency devaluation. SGH Macro Advisors' Sassan Ghahramani discusses the G-...

26 Feb 201642min

Admati: banks taking resources from rest of the economy

Admati: banks taking resources from rest of the economy

Stanford's Anat Admati says it shouldn't be a national objective for U.S. banks to be globally competitive. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener ...

25 Feb 201612min

Finkelstein: political race attracting more business candidates

Finkelstein: political race attracting more business candidates

Tuck School of Business Professor Sydney Finkelstein discusses his new book "Superbosses" and weighs in on the U.S. political race. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee...

25 Feb 201611min

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