Bloomberg Surveillance TV: September 2nd, 2025

Bloomberg Surveillance TV: September 2nd, 2025

- Phil Orlando, Chief Equity Market Strategist at Federated Hermes
- Leland Miller, CEO at China Beige Book
- Ken Hoexter, Senior Analyst at Bank of America
- Erin McLaughlin, Senior Economist at The Conference Board

Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US growth concerns. Leland Miller, CEO at China Beige Book, talks about the meeting of various world leaders in Beijing and the outlook for the Chinese economy amid US tariffs. Ken Hoexter, Senior Analyst at Bank of America, talks about the impact of the removal of the de minimus tax on shippers. Erin McLaughlin, Senior Economist at The Conference Board, discusses eco data and the outlook for rates and the Fed.

See omnystudio.com/listener for privacy information.

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Zandi: strong wage growth driving U.S. economic expansion

Zandi: strong wage growth driving U.S. economic expansion

Moody's Analytics' Mark Zandi says stronger wage growth and consumer spending are driving economic growth. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Zandi: odds of recession in U.S. between 15-20%

Zandi: odds of recession in U.S. between 15-20%

Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Kass: we are at risk of saving ourselves into a recession

Kass: we are at risk of saving ourselves into a recession

Seabreeze Partners' Doug Kass says we are at risk of saving ourselves into a recession by hoarding cash and reducing personal consumption on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 20168min

Kass: algos exaggerating short-term market moves

Kass: algos exaggerating short-term market moves

Seabreeze Partners' Doug Kass weighs in on tepid economic growth and algos that are exaggerating short-term market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201612min

Sinche: countries eyeing competitive devaluation

Sinche: countries eyeing competitive devaluation

Amherst Pierpont's Robert Sinche says competitive devaluation is something countries are looking at because monetary policy is ineffective on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Sinche: markets more excited about "Brexit" than is justified

Sinche: markets more excited about "Brexit" than is justified

Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201611min

Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 20168min

Hintz: fixed income remains a problem child for banks

Hintz: fixed income remains a problem child for banks

NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Feb 201612min

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