Tariffs, Inflation, and Bank Earnings
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.

Avsnitt(4312)

Dollar in Flux Ahead of FOMC Decision

Dollar in Flux Ahead of FOMC Decision

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 28th, 2026Featuring:1) Constance Hunter, Chief Economist...

28 Jan 43min

Bloomberg Surveillance TV: January 28th, 2026

Bloomberg Surveillance TV: January 28th, 2026

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy ...

28 Jan 26min

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with MAI Capital’s Chris Grisanti & Cameron Dawson of New...

27 Jan 3min

Bloomberg Surveillance TV: January 27th, 2026

Bloomberg Surveillance TV: January 27th, 2026

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listene...

27 Jan 24min

Tech Leads Charge Ahead of FOMC Meeting

Tech Leads Charge Ahead of FOMC Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 27th, 2026Featuring:1) Cameron Dawson, Chief Investment Of...

27 Jan 27min

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former H...

26 Jan 4min

Bloomberg Surveillance TV: January 26th, 2026

Bloomberg Surveillance TV: January 26th, 2026

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals ...

26 Jan 14min

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 26th, 2026Featuring:1) Seth Carpenter, Global Head of Macro...

26 Jan 27min

Populärt inom Business & ekonomi

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