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Bloomberg Surveillance TV: September 2nd, 2025 | Bloomberg Surveillance

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September 2, 2025

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- 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.

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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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Guests & Subjects Covered

Bloomberg Surveillance TVFederated HermesLeland Miller CEOChina Beige BookKen Hoexter Senior AnalystErin McLaughlin Senior EconomistThe Conference BoardFed See

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