Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
Markets React to Tariffs and Labor Concerns | Bloomberg Surveillance
Posted
August 7, 2025
Views
376
Likes
3
Engagement
0.80%
August 7, 2025
376
3
0.80%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
See what was published immediately before and after this episode.
37:02Now PlayingWatch Tom and Paul LIVE every day on YouTube().
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 7th, 2025
Featuring:
1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, joins to discuss fixed income markets and portfolio positioning as she asses Fed rate cuts and eco fundamentals. Three Fed policymakers voiced concerns about the US labor market Wednesday with remarks that pointed to a potential interest-rate cut in September. Fed San Francisco President Mary Daly said policymakers will probably need to adjust interest rates in “coming months” to prevent a further deterioration in hiring.
2) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses his bullish S&P stance and whether it could change amid policy uncertainty. Stocks gained in early trading after the Kremlin confirmed Presidents Vladimir Putin and Donald Trump will meet for summit talks, raising hopes of a truce in Russia’s war with Ukraine.
3) Mark Dowding, CIO at RBC BlueBay Asset Management, talks about how tariff rates could weigh on the global economy, risk appetite, and the US labor market. Market sentiment got a boost earlier after President Trump announced that companies producing goods in the US, such as Apple Inc., would be eligible for exemptions from his proposed 100% tariff on chip imports. Increasing speculation on a Federal Reserve interest-rate cut are also supporting optimism in stocks as sweeping new tariffs to reshape global trade officially took hold Thursday.
4) Joe Carson, former Chief Economist at AlllianceBernstein and publisher of The Carson Report, talks about the dismissal of the BLS chief and what it means for broader US economic policy and outlook.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on how President Trump is weighing getting involved in NYC Mayors race to try to stop Zohran Mandani and a WSJ report on college kids using Google calendar for all sorts of things.
See omnystudio.com/listener () for privacy information.
Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Watch Surveillance TV LIVE each mornings
Watch Surveillance Radio LIVE weekday mornings
Subscribe to Bloomberg Podcasts
Listen to more Bloomberg Surveillance
#Bloomberg #Podcast #Surveillance #News #Markets
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
