Bloomberg Surveillance TV: July 14th, 2025

Bloomberg Surveillance TV: July 14th, 2025

- Michael Darda, Chief Economist at Roth Capital Partners
- Peter Tchir. Head: Macro Strategy at Academy Securities
- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld
- Vito Sperduto, Head: US Capital Markets at RBC Capital Markets

Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us. Peter Tchir. Head: Macro Strategy at Academy Securities, talks about how the market is calculating geopolitical risk as well as President Trump's tariff approach. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about what she envisions President Trump's final tariff policy to be as it comes into focus. Vito Sperduto, Head: US Capital Markets at RBC Capital Markets, discusses the state of M&A.

See omnystudio.com/listener for privacy information.

Episoder(4034)

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market is anticipating. And PWC's Reid Morrison provides his outlook for the energy sector. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

8am-9am ET: Colas, Raines & Friedman

8am-9am ET: Colas, Raines & Friedman

Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at the 'Brexit' summit. And Fidelity Management's Deena Friedman explains how she became 2015's best stock picker. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

19 Feb 201642min

Marks: A good opportunity in distressed bonds

Marks: A good opportunity in distressed bonds

Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Feb 201612min

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