August 15, 2025
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 15th, 2025
Featuring:
1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% after a flat session Thursday, following back-to-back record closes earlier in the week, after a surprising PPI report that showed higher services costs in the US as tariffs take effect.
2) Peter Tchir, Head: Macro Strategy at Academy Securities, talks about how markets might play or shrug off the Trump-Putin summit and inflation fears reigniting in the US. In Europe, the Stoxx 600 advanced 0.2% toward the highest level since March amid guarded hopes that Friday’s US-Russia summit could be an initial step toward brokering a peace deal in Ukraine and thawing relations.
3) Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, talks about the Trump-Putin summit and why she believes there's "no chance" that Russia negotiates a ceasefire on acceptable terms for Europe and Ukraine. President Trump and Russian president Vladimir Putin will measure success at their summit in Alaska very differently, with Trump seeking a ceasefire in Ukraine and Putin seeing the meeting as a win without making concessions.
4) Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to retail sales and discusses the paradigm shifts across global economies.
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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.
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