Bloomberg Surveillance TV: July 7th, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 7 July 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
- Katy Kaminski, Chief Research Strategist at Alphasimplex
- Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates
- Dan Ives, Global Head: Technology at Wedbush Securities
- Ben Laidler, Head: Equity Strategy at Bradesco Securities
Katy Kaminski, Chief Research Strategist at Alphasimplex, joins for a discussion on the outlook for equities in the US as President Trump's tariff deadline is set to expire. Kate Kalutkiewiz, Senior Managing Director: Trade Practice at Mclarty Associates, talks about trade negotiations with the US as the July 9 tariff deadline looms. Dan Ives, Global Head: Technology at Wedbush Securities, discusses whether Tesla's stock will continue to fall as President Trump and Elon Musk continue to publicly feud. Ben Laidler, Head: Equity Strategy at Bradesco Securities, talks about his S&P target as investors approach 2025 with cautious optimism.
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:04.2 | A warming planet, complex geopolitics and fierce competition means business operations are under more scrutiny than ever before. |
| 0:13.0 | Returning to Singapore this July, the Bloomberg Sustainable Business Summit is uniting leaders and investors |
| 0:19.0 | to explore how sustainability efforts can bolster resilience |
| 0:22.9 | and mitigate risk. Learn more at Bloomberglive.com slash SBS-SBS-Singapore. That's Bloomberg |
| 0:29.7 | live.com slash SBS-Sys Singapore. Bloomberg Audio Studios. |
| 0:39.0 | Podcasts, Radio News. |
| 0:45.5 | This is the Bloomberg Surveillance Podcasts, |
| 0:48.4 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Haudern. |
| 0:52.1 | Join us each day for insight from the best in markets, |
| 0:55.0 | economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg |
| 0:59.9 | Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, |
| 1:05.5 | or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg business app. |
| 1:10.7 | Ben later, Bredesco, joins us now for more. |
| 1:13.0 | Ben, welcome to the programme, sir. It's been too long. |
| 1:14.9 | Let's just get to sort of base case, baseline expectations for the next several days. |
| 1:19.2 | What are you and the team expected to see? |
| 1:22.7 | Well, I'm hoping we see sort of more of the same, right? |
| 1:25.9 | I guess continued uncertainty, but actually no |
| 1:28.8 | dramatic changes to this sort of backed off tariff scenario. You know, this does see it feel a |
| 1:35.4 | little bit like sort of back to reality. Of course, it never went away. We just forgot about it |
| 1:39.5 | for 90 days and markets, you know, ripped off the back of that. And I think we're having a, probably a predictable reset here. |
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