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Bloomberg Surveillance

Bloomberg Surveillance TV: July 14th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

41.1K Ratings

🗓️ 14 July 2025

⏱️ 35 minutes

🧾️ Download transcript

Summary

- Michael Darda, Chief Economist at Roth Capital Partners
- Peter Tchir. Head: Macro Strategy at Academy Securities
- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld
- Vito Sperduto, Head: US Capital Markets at RBC Capital Markets

Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us. Peter Tchir. Head: Macro Strategy at Academy Securities, talks about how the market is calculating geopolitical risk as well as President Trump's tariff approach. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about what she envisions President Trump's final tariff policy to be as it comes into focus. Vito Sperduto, Head: US Capital Markets at RBC Capital Markets, previews bank earnings.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

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0:22.1

Build your Lenovo Legion Gaming laptop at Lenovo.com slash customize.

0:27.1

Lenovo, Lenovo.

0:30.1

A warming planet, complex geopolitics and fierce competition means business operations are under

0:36.6

more scrutiny than ever before.

0:38.8

Returning to Singapore this July, the Bloomberg Sustainable Business Summit

0:42.2

is uniting leaders and investors to explore how sustainability efforts can bolster resilience

0:47.7

and mitigate risk.

0:49.4

Summit advisor Bangkok Bank presenting sponsor Schneider Electric, supporting sponsor Fraser's property.

0:55.6

Learn more at Bloomberg Live.com slash SBS-Shingapore.

1:02.4

Bloomberg Audio Studios.

1:04.9

Podcasts, radio, news.

1:11.5

This is the Bloomberg Surveillance Podcast.

1:14.5

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

1:18.1

Join us each day for insight from the best in markets, economics and geopolitics.

1:22.8

From our global headquarters in New York City, we are live on Bloomberg Television

1:26.3

weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify or anywhere else you listen.

1:33.1

And as always, on the Bloomberg Terminal and the Bloomberg business app.

1:36.8

Peter Chair of Academy writing the following. While the market is right not to get too concerned

...

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