Bloomberg Surveillance TV: August 12th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 12 August 2025
⏱️ 29 minutes
🧾️ Download transcript
Summary
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist: North America at PIMCO
- Jon Lieber, Head: Research at Eurasia Group
- Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University
David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist: North America at PIMCO react to CPI and discuss thee outlook for inflation and rate cuts in the US. Jon Lieber, Head: Research at Eurasia Group, talks about President Trump's tariffs and economic and political priorities in a second Trump administrating. Elizabeth Economy, Hargrove Senior Fellow and professor at Stanford University, discusses the latest developments in US-China relations
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Transcript
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| 0:00.0 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
| 0:08.6 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
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| 1:02.0 | Bloomberg Audio Studios. |
| 1:04.7 | Podcasts, Radio, News. |
| 1:13.7 | This is the Bloomberg Surveillance Podcast. |
| 1:17.4 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:22.3 | Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:26.1 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:28.8 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. And as always, on the |
| 1:33.6 | Bloomberg Terminal and the Bloomberg Business app. Tiffany, welcome to the program. |
| 1:40.2 | Is the door still open for a rate cut in September? |
| 1:48.9 | Yeah, I mean, I think the CPI was completely in line with expectations. |
| 1:52.7 | How we've characterized the sort of tariff-related pass-through, |
| 1:54.7 | the evidence is that it's happening, |
| 1:58.5 | but it's happening slower than I think many people expected, going back to April, when the more dramatic tariff announcements |
... |
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