Bloomberg Surveillance TV: August 14th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 14 August 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ed Yardeni, Chief Investment Strategist at Yardeni Research
- Norman Roule, Senior Adviser at Center for Strategic & International Studies
- David Malpass, former President at The World Bank
- Nela Richardson, Chief Economist at ADP

Ed Yardeni, Chief Investment Strategist at Yardeni Research, discusses the equity bull case amid clarity on tariff policy and the potential for rate cuts. Norman Roule, Senior Adviser at Center for Strategic & International Studies, previews the Trump-Putin summit in Alaska. David Malpass, former President at The World Bank, discusses political and economic priorities for the second Trump administration with just over a year to go until the 2026 Midterms. Nela Richardson, Chief Economist at ADP, reacts to jobless claims and PPI and talks about the health of the US labor market.

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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.
0:15.2	Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's
0:21.0	driving those gains and losses. If you want to stay plugged into the stock market, but don't
0:25.9	want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you
0:32.0	to get informed. Listen a couple times throughout the day to find out what's moving equities and why.
0:39.0	Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen.
0:44.4	Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.
0:53.0	Subscribe to Stockmovers, wherever you get your podcasts.
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.
1:32.8	And as always, on the Bloomberg Terminal and the Bloomberg Business app.
1:36.4	To discuss Ed G. Yardinney of Yardinney Research joins us now for more.
1:40.3	Ed, welcome to the program, sir. Can this market, as we've been discussing, have its cake and eat it too?
1:46.3	It's doing it right now, for sure. We've had a very strong bull market, really, since October of
1:54.3	2022. And really, it hasn't stopped. We had a correction at the beginning of the year related to uncertainty about
2:02.7	Trump's employment policies for the government with Doge and uncertainty about tariffs.
	...

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