Bloomberg Surveillance TV: June 25, 2025
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 25 June 2025
⏱️ 22 minutes
🧾️ Download transcript
Summary
- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley
- Amrita Sen, Founder and Director of Research at Energy Aspects
- Jon Lieber, Head: Research at Eurasia Group
- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries
Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook for the US economy. Amrita Sen, Founder and Director of Research at Energy Aspects, talks about the possibility of an oil spike amid uncertainty surrounding the Israel-Iran conflict. Jon Lieber, Head: Research at Eurasia Group, talks about rising geopolitical risks. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, joins to discuss the outlook for the airline industry amid defense spending changes.
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Transcript
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| 0:51.9 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
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| 1:10.8 | This turns accrued. President Trump surprising traders by posting on true social that China |
| 1:14.7 | can continue purchasing oil from Iran. Brent crude coming off the biggest two-day decline since |
| 1:19.9 | 2022. And re-descent of energy aspects joins us now for more. And Rita, I want to get to this |
| 1:25.5 | line that's coming from the president. Can you help me answer this? |
| 1:28.6 | When did China stop buying Iranian crude? |
| 1:31.0 | I think that's a question you might have to ask him, but basically there's been a lot |
| 1:39.1 | of confusion since that statement that to your point, China hasn't stopped buying Iranian |
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