Bloomberg Surveillance TV: July 25th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 July 2025
⏱️ 39 minutes
🧾️ Download transcript
Summary
- Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group
- Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America
- Gregory Daco, Chief Economist at EY Parthenon
- Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management
Jason Thomas, Head: Global Research & Investment Strategy at Carlyle Group, joins to discuss the outlook for US markets and inflation as well as Fed independence. Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America, talks about tariffs on copper and opportunities in commodity markets amid volatility. Gregory Daco, Chief Economist at EY Parthenon, joins to discuss the outlook for inflation and labor in the US. Vishal Khanduja, Head: Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses bond market signals on the US economic outlook.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Your instincts, your aim, your edge. Only you know how it all comes together. So why settle for someone |
| 0:06.9 | else's gaming setup? Go to Lenovo.com slash customize and custom build your Legion gaming laptop |
| 0:12.9 | with the graphics, frame rates and processes that turn grind into glory. Only you know what you need, |
| 0:19.5 | and you won't find it better anywhere else. |
| 0:22.1 | Build your Lenovo Legion Gaming laptop at Lenovo.com slash customize. |
| 0:27.2 | Lenovo, Lenovo. |
| 0:32.5 | Hi, I'm Lisa Mateo, introducing you to the new Stock Movers report from Bloomberg. |
| 0:39.0 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
| 0:45.5 | Stock Movers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's driving those gains and losses. |
| 0:53.5 | If you want to stay plugged into the |
| 0:55.0 | stock market, but don't want to spend all day watching tickers scroll across your screen, |
| 1:00.2 | then Stock Movers is a place for you to get informed. Listen a couple times throughout the day |
| 1:05.7 | to find out what's moving equities and why. Search for Stock Movers on Apple Podcasts, Spotify, or anywhere else you listen. |
| 1:14.8 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe. |
| 1:23.3 | Subscribe to Stockmovers, wherever you get your podcasts. |
| 1:28.6 | Music Subscribe to Stock Movers, wherever you get your podcasts. Bloomberg Audio Studios. |
| 1:35.2 | Podcasts, Radio, News. |
| 1:41.5 | This is the Bloomberg Surveillance Podcast. |
| 1:44.6 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:48.2 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:52.9 | From our global headquarters in New York City, |
| 1:55.1 | we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.