Bloomberg Surveillance TV: February 13, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 February 2025
⏱️ 30 minutes
🧾️ Download transcript
Summary
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Steve Ricchiuto, Chief Economist at Mizuho
- Nadia Martin Wiggen, Director at Svelland Capital UK
- Andrew Hollenhorst, Chief US Economist at Citi
Julian Emanuel with Evercore ISI discusses yesterday's hotter-than-expected CPI reading and how it could weigh on stocks. Mizuho's Steve Ricchiuto talks about the direction of the US economy amid the uncertain path of inflation. Nadia Martin Wiggen, Director at Svelland Capital UK joins to talk about how political headlines are affecting energy prices. Andrew Hollenhorst, Chief US Economist at Citi, reacts to today's PPI reading.
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Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:19.0 | Bloomberg Audio Studios. |
| 0:21.4 | Podcasts, Radio News. |
| 0:27.9 | This is the Bloomberg Surveillance Podcasts. |
| 0:30.9 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 0:34.6 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 0:39.3 | From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. |
| 0:44.7 | Eastern. Subscribe to the podcast on Apple, Spotify or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg business app. |
| 0:53.4 | Julian Eversour of Evercore writing yesterday's CPI reinforced the three steps forward, |
| 0:57.9 | two steps back, volatile market environment that will be a part of the road to S&P 500, |
| 1:03.0 | 6800 at year-end 2025. |
| 1:05.8 | Julian joined us now for more. |
| 1:06.9 | Julian, good morning. |
| 1:07.6 | Good morning. |
| 1:08.2 | You wrote yesterday. |
| 1:09.2 | It's not the 1970s show. |
| 1:11.6 | What is it? It's 2025. |
| 1:12.6 | And in reality, if you think about it, every asset market has been in this incredibly |
| 1:20.6 | volatile but range-bound condition since the election, right? |
| 1:26.6 | And so we're trying to sort through the potential for stronger growth, the potential |
| 1:31.3 | for geopolitical shift, versus the potential for some of the policies that are being considered |
... |
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