Bloomberg Surveillance TV: July 1st, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 1 July 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Henrietta Treyz, co-founder at Veda Partners
- Blerina Uruci, Chief US Economist at T. Rowe Price
- Collin Martin, Fixed Income Strategist at Charles Schwab

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to discuss the sustainability of the equity rally and his S&P 500 target. Henrietta Treyz, co-founder at Veda Partners, talks about the latest on tax bill deliberations in the Senate and whether the bill will be passed by July 4th. Blerina Uruci, Chief US Economist at T. Rowe Price, reacts to recent eco data and offers her outlook for the US economy. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses warning signs about the US economy from the bond market.

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Transcript

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0:00.0	This is an IHeart podcast.
0:02.5	Bloomberg Audio Studios.
0:09.2	Podcasts, Radio News.
0:15.5	This is the Bloomberg Surveillance Podcast.
0:18.6	I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.
0:22.2	Join us each day for insight from the best in markets, economics and geopolitics.
0:26.6	From our global headquarters in New York City, we are live on Bloomberg Television
0:30.4	weekday mornings from 6 to 9 a.m. Eastern.
0:33.2	Subscribe to the podcast on Apple, Spotify or anywhere else you listen.
0:37.2	And as always, on the Bloomberg Terminal and the Bloomberg business app.
0:40.6	Here's the view on Wall Street this morning.
0:42.3	Julian Emmanuel of Evercore saying it's not yet the time to pile in, writing the following.
0:46.6	A pullback is our base case, given the parabolic move already and the risks from tariffs and policy to the economy.
0:53.7	Julian joins us now for more.
0:55.0	Julian, good morning.
0:55.7	Should we take a beat?
0:57.3	How's it feel the last quarter?
0:59.3	What was that like for you?
1:01.4	Look, incredible.
1:03.1	In many respects, though, the market actually did what it was supposed to do.
1:08.7	You had this incredible surprise reaction to something where we were
1:13.8	completely not used to what we were seeing, which was a tariff schedule, you know, higher than
	...

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