Bloomberg Surveillance TV: August 29th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 29 August 2025
⏱️ 30 minutes
🧾️ Download transcript
Summary
- Krishna Guha, Vice Chairman at Evercore ISI
- Heath Terry, Global Head: Tech and Communications Research at Citi
- Dana Telsey, CEO at Telsey Advisory Group
- Ryan Wang, US Economist at HSBC
Krishna Guha, Vice Chairman at Evercore ISI, joins to talk about Fed independence and the US economic outlook. Heath Terry, Global Head: Tech and Communications Research at Citi, discusses covering equities tied to AI and his outlook for the sector and hyper scaler CapEx. Dana Telsey, CEO at Telsey Advisory Group, talks about consumer health and retail ahead of the school season. Ryan Wang, US Economist at HSBC, reacts to PCE.
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Transcript
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| 0:00.0 | Your gaming setup should flex as hard as you do. |
| 0:03.6 | Every Lenovo gaming device is engineered for victory, |
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| 0:16.4 | Lenovo is the perfect mix of performance and versatility. |
| 0:19.7 | Whatever your grind looks like, |
| 0:21.3 | shop now at Lenovo.com slash back to school. |
| 0:27.3 | Inspired by Drive, powered by innovation. |
| 0:30.9 | You can get the news whenever you want it with Bloomberg News Now. |
| 0:35.0 | I'm Amy Morris. |
| 0:36.1 | And I'm Karen Moscow here to tell you about our new |
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... |
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