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Bloomberg Surveillance

Bloomberg Surveillance TV: August 7th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

41.1K Ratings

🗓️ 7 August 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

- Kate Moore, CIO: Wealth at Citi Wealth
- Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee
- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Mark Hoplamazian, CEO at Hyatt

Kate Moore, CIO: Wealth at Citi Wealth, discusses asset allocation and the equity bull case amid continued policy uncertainty out of Washington. Everett Eissenstat, former Chief Trade Counsel at the Senate Financial Committee, discusses President Trump's global tariffs taking effect. Yelena Shulyatyeva, Senior US Economist at The Conference Board, reacts to jobless claims and talks about weakening in the labor market. Mark Hoplamazian, CEO at Hyatt, discusses the travel industry, the impact of tariffs, and the health of US and international consumers.

See omnystudio.com/listener for privacy information.

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.

1:36.5

Kate Moore of City has been questioning people recently writing this. We view a newly announced

1:43.4

tariffs as a headwind to further equity upside. We are moving

1:46.7

to a new phase of policy and trade uncertainty. Kate joins us now. Kate, thank you so much for being

1:52.3

with us. You've been cautious. You've been cautious for a while. You're still cautious.

1:57.3

What makes you hold on to this position, even though a lot of people have been saying it's a pain

...

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