Bloomberg Surveillance16 Jul 2025

Tariffs, Inflation, and Bank Earnings

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 16th, 2025
Featuring:
1) Amanda Lynam, Head of Macro Credit Research at BlackRock, joins to talk about corporate credit resilience amid continued policy shifts. Stocks slipped as negative tariff headlines and dialed-back expectations for interest-rate cuts prompted doubts about the market’s ability to sustain recent highs. US Treasuries held steady.
2) Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, wraps big bank earnings. Investors will continue to follow bank executives' guidance during and after earnings on how they plan to allocate extra capital and drive larger profits.
3) David Malpass, former President at the World Bank, discusses the economic and geopolitical policies of the second Trump administration and what President Trump must do to gain broader support in his second term. It comes amid a rift within the Republican Party over the release of documents related to Jeffrey Epstein and uncertainty over President Trump's tariff policy.
4) Patrick Armstrong, CIO at Plurimi Wealth, brings us into PPI and talks about how inflation could weigh on markets. Robin Brooks, a senior fellow at the Brookings Institution, wrote that “the tariff inflation shock starts to hit” and this effect will keep building in intensity as pre-tariff inventories are depleted.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Post story on the redesigned Waldorf-Astoria and a Boston Globe column on the seven best lobster rolls around Boston.

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