Bloomberg Surveillance TV: July 25th, 2025

Bloomberg Surveillance TV: July 25th, 2025

- Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group
- Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America
- Gregory Daco, Chief Economist at EY Parthenon
- Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management

Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group, joins to discuss the outlook for US markets and inflation as well as Fed independence. Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America, talks about tariffs on copper and opportunities in commodity markets amid volatility. Gregory Daco, Chief Economist at EY Parthenon, joins to discuss the outlook for inflation and labor in the US. Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses bond market signals on the US economic outlook.

See omnystudio.com/listener for privacy information.

Episoder(4389)

Sinche: dollar is near mid-point of long-term range

Sinche: dollar is near mid-point of long-term range

Amherst Pierpont's Bob Sinche says that the dollar's moves are being driven by the Fed's changing outlook. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

2 Mar 201611min

9am-10am ET: Chen, Elleithee, Hassett & Sinche

9am-10am ET: Chen, Elleithee, Hassett & Sinche

It's a special "Super Wednesday" edition of Bloomberg Surveillance. Tom Keene and Michael McKee are in DC to get perspective on the primaries from Rubio policy adviser Lanhee Chen, Georgetown's Mo Ell...

2 Mar 201642min

Hassett: candidates should prioritize boosting productivity

Hassett: candidates should prioritize boosting productivity

AEI's Kevin Hassett says U.S. presidential candidates need to focus on increasing the productivity of workers, to drive wage growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

2 Mar 201611min

8am-9am ET: Bernstein, Maki & Cantrill

8am-9am ET: Bernstein, Maki & Cantrill

The Center on Budget and Policy Priorities' Jared Bernstein discusses Hillary Clinton's budget promises. Point72 Asset Management's Dean Maki weighs in on the likelihood of the Fed raising interest ra...

2 Mar 201642min

Elleithee: Trump will be tough to beat in the general election

Elleithee: Trump will be tough to beat in the general election

Georgetown's Mo Elleithee says Trump gets away with saying things that would destroy other candidates. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pr...

2 Mar 20168min

Chen: Voters looking to Rubio as an alternative to Trump

Chen: Voters looking to Rubio as an alternative to Trump

Rubio policy adviser Lanhee Chen says Trump would be a problematic president. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

2 Mar 201612min

Hunt: GOP needs multiple candidates to take on Trump

Hunt: GOP needs multiple candidates to take on Trump

Bloomberg's Al Hunt weighs in on the winner-take-all primaries and hope for anti-Trump groups on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informa...

2 Mar 201611min

Dionne: Cruz carried evangelical vote

Dionne: Cruz carried evangelical vote

The Washington Post's E.J. Dionne weighs in on the evangelical vote for Ted Cruz and Donald Trump after Super Tuesday on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/list...

2 Mar 201611min

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