Tariffs, Inflation, and Bank Earnings

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.

Avsnitt(4451)

7am-8am ET: Belski, Dionne & Hunt

7am-8am ET: Belski, Dionne & Hunt

BMO Capital Markets' Brian Belski says 2016 is a reset year for his 20-year bull market thesis. The Washington Post's E.J. Dionne discusses reaction from Super Tuesday. Bloomberg's Al Hunt weighs in o...

2 Mars 201642min

Bonier: people who vote in primaries tend to be older (Correct)

Bonier: people who vote in primaries tend to be older (Correct)

Corrects Bonier's title in the first paragraph. TargetSmart's CEO Tom Bonier says the results of primaries are being skewed by lower turnout of young voters. He joins Tom Keene and Michael McKee in a ...

1 Mars 20168min

Emons: markets unclear about fiscal direction (Correct)

Emons: markets unclear about fiscal direction (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons says markets are unclear about fiscal policy because of the uncertainty surrounding the presidential elections on Bloo...

1 Mars 20168min

Emons: markets disagree with fundamentals (Correct)

Emons: markets disagree with fundamentals (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with To...

1 Mars 201612min

7am-8am ET: Emons & Swagel (Correct)

7am-8am ET: Emons & Swagel (Correct)

Corrects the spelling of Emons in the first paragraph. Leader Capital's Ben Emons discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Sw...

1 Mars 201642min

Parra: Bush withdrawal sign of GOP implosion

Parra: Bush withdrawal sign of GOP implosion

Prospero Latino's Jose Danta Parra says that years from now, if historians were looking to put a date on when the Republican party imploded, it would be the day that Jeb Bush withdrew. He joins Tom Ke...

1 Mars 201611min

Dhawan: strong vehicle sales fueling U.S. growth

Dhawan: strong vehicle sales fueling U.S. growth

Georgia State University's Rajeev Dhawan says the car sector is one of the biggest drivers of U.S. economic growth right now. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...

1 Mars 201611min

Bonier: people who vote in primaries tend to be older

Bonier: people who vote in primaries tend to be older

Clarity Campaign Lab Founder Tom Bonier says the results of primaries are being skewed by lower turnout of young voters. He joins Tom Keene and Michael McKee on a special 'Super Tuesday' edition of Bl...

1 Mars 20168min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
svd-tech-brief
badfluence
avanzapodden
uppgang-och-fall
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
tabberaset
bilar-med-sladd
dynastin
24fragor
borsmorgon