4 • 1.1K Ratings
🗓️ 10 June 2025
⏱️ 32 minutes
🧾️ Download transcript
- Mike Wilson, Chief US Equity Strategist at Morgan Stanley
- Matt Luzzetti, Chief US Economist at Deutsche Bank
- Henrietta Treyz, co-founder at Veda Partners
- Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management
Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses whether the equity rally since April can continue with less choppiness than many anticipate. Matt Luzzetti, Chief US Economist at Deutsche Bank, joins for a preview of CPI and where he believes the path for interest rates and inflation is in 2025. Henrietta Treyz, co-founder at Veda Partners, discusses the latest on the tax bill and other political headlines. Tony Rodriguez, Head of Fixed Income Strategy at Nuveen Asset Management, discusses warnings from the bond market in 2025 and whether the market could experience a credit crunch amid a tight economic environment.
See omnystudio.com/listener for privacy information.
Click on a timestamp to play from that location
0:00.0 | This is an IHeart podcast. |
0:04.5 | At a global leader in alternatives today, Pigem is capturing the potential of tomorrow. |
0:10.6 | So as you look to diversify your portfolio, Pigeum offers expertise in seeding, developing, and managing a broad range of liquid and illiquid strategies. |
0:20.5 | With over $320 billion in alts across public and private. and managing a broad range of liquid and illiquid strategies. |
0:25.8 | With over $320 billion in alts across public and private markets, |
0:29.0 | we are helping clients achieve their long-term goals. |
0:33.1 | Pigeum, our investments shape tomorrow today. |
0:37.0 | The data that matters for your investments. |
0:39.6 | The entire auto sector is higher today. |
0:42.7 | And analysis on the companies making news on Wall Street. |
0:44.2 | Tesla's been a stock that's been in focus. |
0:46.4 | Shares have really been all over the math this morning. |
0:49.3 | Listen to the Stock Movers Report from Bloomberg. |
0:51.4 | Let's talk about some other decliner. It's your short audio report on the day's winners and losers in the stock market. |
0:55.9 | Second biggest driver in terms of points for the S&P 500. |
0:59.0 | Subscribe to the Stock Movers Report on Apple Podcasts, Spotify, or wherever you listen. |
1:06.9 | Bloomberg Audio Studios. |
1:09.2 | Podcasts, Radio, News. |
1:15.7 | This is the Bloomberg Surveillance Podcast. |
1:18.7 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
1:22.4 | Join us each day for insight from the best in markets, economics and geopolitics. |
1:26.8 | From our global headquarters in New York City, |
... |
Transcript will be available on the free plan in 20 days. Upgrade to see the full transcript now.
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 2025.