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Bloomberg Surveillance TV: July 21st, 2025
Bloomberg Surveillance TV: July 21st, 2025

Bloomberg

time2 days ago

  • Business
  • Bloomberg

Bloomberg Surveillance TV: July 21st, 2025

- Chris Harvey, Head: Equity Strategy at Wells Fargo - Angelo Zino, Head: Technology at CFRA - Charles Myers, Chairman and founder at Signum Global Advisors - Claudia Sahm, Chief Economist at New Century Advisors Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino, Head: Technology at CFRA, joins to discuss Big Tech's AI investment and talent poaching as well as the outlook for the broader tech sector. Charles Myers, Chairman and founder at Signum Global Advisors, discusses Fed independence and how a less independent Fed could reshape markets. Claudia Sahm, Chief Economist at New Century Advisors, on US labor and inflation as well as Jay Powell's future as Fed Chair.

Bloomberg Surveillance: Geopolitics and Markets
Bloomberg Surveillance: Geopolitics and Markets

Bloomberg

time03-06-2025

  • Business
  • Bloomberg

Bloomberg Surveillance: Geopolitics and Markets

Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & David Gura June 3nd, 2025 Featuring: 1) Tina Fordham, founder at Fordham Global Foresight, on how geopolitics are never 'going back to normal' 2) Chris Harvey, Chief US Equity Strategist at Wells Fargo, on markets. Stock futures are lower after the weekend brought more tariff drama, with China and the US accusing each other of violating a trade deal concluded just a few weeks ago. There's also bearish comments on the dollar: Morgan Stanley expects the currency to slump 9% by mid-2026. 3) Tom Porcelli, Chief US Economist at PGIM Fixed Income on how the Fed is on the sidelines, for now. But as economic activity slows this year, we expect the Fed will ease in H2. 4) Evan Osnos, author and New Yorker staff writer, on his new book "The Haves and Have-Yachts"

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