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Bloomberg Surveillance

Bloomberg Surveillance TV: August 15th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

41.1K Ratings

🗓️ 15 August 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank
- Eddie Fishman, Professor at Columbia University
- Marc Sumerlin, Managing Partner and founder at Evenflow Macro
- Veronica Clark, Director: Research at Citi

Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, joins to discuss his S&P target and outlook for equities amid policy and global uncertainty. Eddie Fishman, Professor at Columbia University, previews the Trump-Putin summit in Alaska. Marc Sumerlin, Managing Partner and founder at Evenflow Macro, discusses the latest on the Fed and chair candidates. Veronica Clark, Director: Research at Citi, offers her outlook on markets, the economy, and inflation.

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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. And as always, on the

1:33.6

Bloomberg Terminal and the Bloomberg Business app.

1:36.4

Vinkin Chatter of Deutsche Bank writing the following, it is clear from company comments that

1:40.4

tariffs were a sizable headwind, only for for some and the hit was modest and significantly lower

1:45.6

than previously feared although it is likely to grow binkie joins us now for more binkie good morning

1:50.8

good morning it's good to see it how are things going to rebalance in a month to come i think you know

1:56.3

where we are i think a very simple way of thinking about where the S&P 500 is, is that we

...

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