Bloomberg Surveillance TV: August 8th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 8 August 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America
- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee
- John Vinh, Equity Research Analyst at Keybanc
- Collin Martin, Fixed Income Strategist at Charles Schwab
Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee, discusses the Trump administration's tariff strategy and outlook for US trade. John Vinh, Equity Research Analyst at Keybanc, talks about Intel after President Trump called on their CEO to resign. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses how the bond market is pricing in recent economic data.
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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 |
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| 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. We'll begin this hour with S&P 500, set for a weekly |
| 1:38.9 | gain, Savita Supermanian of Bank of America writing, sentiment is far from euphoric. The consensus |
| 1:43.9 | Wall Street broker is |
| 1:45.0 | recommending an average allocation of just 56% to U.S. stocks. This is not euphoria. Sevita joins us now. |
| 1:53.5 | Thank you so much. Good morning. Thanks for joining us. So if it's not euphoria, what are we in right now? |
| 1:58.6 | What is this world? Yeah, this world feels weird, but I think |
... |
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