Market and Inflation Outlook and a Shocking NYC Victory

Market and Inflation Outlook and a Shocking NYC Victory

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 25th, 2025
Featuring:
1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss his outlook for equities and the economy in the second half of 2025. Fed Chair Jay Powell told lawmakers that if inflation pressures remain contained, the Fed will cut rates sooner rather than later, but didn't point to a particular meeting, and markets are telling Powell that he will be lowering rates more quickly than he portrayed.
2) Fred Neuman, Chief Asia Economist at HSBC, joins for a discussion on how an oil spike could lead to an inflation spike, and why the Israel-Iran conflict's impact on oil is crucial to China and Asian economies. It comes as President Trump announced on social media that China can continue to purchase oil from Iran, potentially undermining years of US sanctions on Iran. The announcement surprised oil traders and officials in Trump's own government, and it is unclear how the US Treasury and State Department will interpret and enforce related sanctions.
3) Ali Vaez, Iran Project Director of the Crisis Group's Iran Project, joins to discuss the conflicting views about the whether the US destroyed Iran's nuclear capabilities and whether there is any room for diplomacy in the Israel-Iran conflict. President Trump disputed an intelligence report that found the airstrikes he ordered on Iran had only a limited impact on its nuclear program. The ceasefire between Israel and Iran remains fragile, with a focus on nuclear diplomacy and assessments of how much damage was done to Iran's nuclear program.
4) Alicia Levine, Head of Investment Strategy and Equities at BNY, joins to talk about volatility in equities and offers her S&P target. Traders are shifting their focus to the US economy and how trade risks and fiscal pressures could affect corporate earnings and growth, with a fragile ceasefire between Israel and Iran appearing to hold.

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Episoder(4313)

Mather: Greater degree of uncertainty creating choppy markets

Mather: Greater degree of uncertainty creating choppy markets

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Abramowicz: central bank policies are creating asset bubbles

Abramowicz: central bank policies are creating asset bubbles

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Levitt: regulators should be nervous with credibility at risk

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Caron: interest rates not the best solution

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8am-9am: Kass & Zandi

8am-9am: Kass & Zandi

Seabreeze Partners' Doug Kass says a broken market system is being dominated by algos who are agnostic to balance sheets. Moody's Analystics' Mark Zandi says unemployment insurance claims remain low, ...

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Zandi: strong wage growth driving U.S. economic expansion

Zandi: strong wage growth driving U.S. economic expansion

Moody's Analytics' Mark Zandi says stronger wage growth and consumer spending are driving economic growth. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

22 Feb 201611min

Zandi: odds of recession in U.S. between 15-20%

Zandi: odds of recession in U.S. between 15-20%

Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He says this on Bloomberg Surveillance with Tom Keene ...

22 Feb 201611min

Kass: we are at risk of saving ourselves into a recession

Kass: we are at risk of saving ourselves into a recession

Seabreeze Partners' Doug Kass says we are at risk of saving ourselves into a recession by hoarding cash and reducing personal consumption on Bloomberg Surveillance with Tom Keene and Michael McKee.See...

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