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Tariffs and Geopolitics and the Market Intersection | Bloomberg Surveillance
Posted
July 27, 2026
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July 27, 2026
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27:38Now PlayingWatch Tom and Paul LIVE every day on YouTube
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, July 24, 2026
Featuring:
1) Joe Lavorgna, Chief Economist as SMBC Nikko Securities, joins for a discussion on President Trump's new tariff plan and whether the President can execute his economic policy effectively amid the war in Iran.
2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices).
3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher.
4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.
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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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