Bloomberg Surveillance TV: August 4th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 4 August 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research
- Michelle Meyer, Chief Economist at the Mastercard Economics Institute
- Lynn Martin, President at NYSE
- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President

Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, discusses the outlook for the equity rally after President Trump's tariff deadline and his firing of the head of the Bureau of Labor Statistics. Michelle Meyer, Chief Economist at the Mastercard Economics Institute, talks about the outlook for the US consumer, consumer spending, and the US economy. Lynn Martin, President at NYSE, discusses the outlook for IPOs, regulation, and crypto products. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his Opinion column on how the Fed is currently under siege and why he believes it will come out OK.

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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.
1:22.2	Join us each day for insight from the best in markets, economics and geopolitics.
1:26.1	From our global headquarters in New York City, we are live on Bloomberg Television 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. We begin this hour with stocks looking to bounce
1:38.2	back after a week payrolls report fueled rate cut expectations. Ed Yardini of Yardinney
1:43.1	research writing, traders might be starting to take profits before going on their August vacations.
1:48.6	They might also be betting that September could be a week month for stocks. Ed joins us now.
1:53.7	Ed, let's start with the growth picture and just your reaction to Friday's labor market data,
1:59.2	especially those massive downwards revisions.
	...

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