Bloomberg Surveillance TV: May 7, 2025

Bloomberg Surveillance TV: May 7, 2025

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Priya Misra, Portfolio Manager at JPMorgan Asset Management
- Keith Lerner, Co-CIO at Truist
- Tom Porcelli, Chief US Economist at PGIM Fixed Income

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade deals. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market on the outlook for inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his outlook on equities and markets. Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses inflation, the US economy, and today's Fed meeting.

See omnystudio.com/listener for privacy information.

Avsnitt(4376)

7am-8am ET: Emos & Swagel

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Arment: Honeywell offer likely won't be the last

Arment: Honeywell offer likely won't be the last

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26 Feb 201611min

Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

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Davidowitz: retailers have got their new priorities right

Davidowitz: retailers have got their new priorities right

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are wise to scale back stores and invest more in their online presence. He joins Tom Keene and Michael McKee on Bloomberg Surveil...

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Davidowitz: America's middle class has been decimated

Davidowitz: America's middle class has been decimated

Davidowitz & Associates Chairman Howard Davidowitz says that retailers are struggling because Americans have less and less disposable income. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

26 Feb 201612min

9am-10am ET: Davidowitz, Giddis & Arment

9am-10am ET: Davidowitz, Giddis & Arment

Davidowitz & Associates Chairman Howard Davidowitz discusses the retail implosion. Raymond James' Kevin Giddis focuses on fixed income. And Sterne Agee's Peter Arment explains why Honeywell's offer fo...

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Herrmann: data isn't as bad as sentiment

Herrmann: data isn't as bad as sentiment

Mitsubishi UFJ's John Herrmann says that current U.S. economic data is looking better than people think it is. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

26 Feb 201611min

Piegza: retail data is stronger

Piegza: retail data is stronger

Stifel's Chief Economist Lindsey Piegza says that recent numbers point to an improving retail environment. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

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