Bloomberg Surveillance14 Jul 2025

Inflation and Tariffs in Full Focus for Markets

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 14th, 2025
Featuring:
1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, talks about the sustainability of the US equity rally and staying in the market. Stocks fell in early trading as the Trump administration escalated its trade war, with investors bracing for economic reports that will offer an early read on the impact of tariffs.
2) Rep. Jodey Arrington, Republican Congressman from Texas and Chairman of the House Budget Committee, talks about the passing of the Big, Beautiful Bill and his involvement in getting his party on board as well as Texas flooding.
3) Jane Foley, Head of FX Strategy at RaboBank, talks about the yen carry trade amid liquidity concerns in Japan and also discusses a weak dollar. Japanese bond yields spiked as the pressure in the country is being heightened by the looming election on July 20, with concerns over governments spending beyond their means also applying to the UK, Europe, and US, according to the text.
4) Henrietta Treyz, co-founder at Veda Partners, talks about incoming tariff headlines as President Trump's tariff strategy comes into focus. President Trump's weekend threat to impose tariffs on the European Union and Mexico is testing market resilience, following a series of escalated trade measures against multiple partners.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on "Superfake" luxury handbags and the NYT report on the federal government adding new limits on student loan borrowing.

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