Bloomberg Surveillance16 Juli 2025

Tariffs, Inflation, and Bank Earnings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(4632)

Bloomberg Surveillance TV: August 6th, 2026

Featuring: Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds Brian Hamilton, Live Switch Chairman Dr. Nela Richardson, Chief Economist & ESG Officer at ADP See omnystudio.com/listener for privacy...

6 Aug 18min

Commodity and Market Prices

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, August 6th, 202...

6 Aug 28min

Bloomberg Surveillance TV: August 5th, 2026

Featuring: Alicia Levine, Chief Investment Officer at BNY Wealth Ariana Salvatore, Head of US Public Policy Research at Morgan Stanley Andrew Hollenhorst, Chief US Economist at Citi Research See o...

5 Aug 21min

Market Rally and Warnings

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday August 5th, 2026F...

5 Aug 31min

Bloomberg Surveillance TV: August 4th, 2026

Featuring: David Lebovitz, Global Market Strategist: Multi-Asset Solutions at JPMorgan Asset Management Stephen Schork, Principal & Editor at The Schork Group Angelo Zino, Senior Equity Analyst at...

4 Aug 19min

Market and FX Moves

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday August 4th, 2026Fea...

4 Aug 37min

Bloomberg Surveillance TV: August 3rd, 2026

Featuring: Jeremy Stretch, Chief International Strategist at CIBC Sarah Kunst, Managing Director & General Partner of Cleo Capital IBM Vice Chairman Gary Cohn See omnystudio.com/listener for privacy ...

3 Aug 24min

Yen Intervention and Market Drivers

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, August 3rd, 2026Fea...

3 Aug 28min