Bloomberg Surveillance TV: May 7, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 May 2025
⏱️ 37 minutes
🧾️ Download transcript
Summary
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Priya Misra, Portfolio Manager at JPMorgan Asset Management
- Keith Lerner, Co-CIO at Truist
- Tom Porcelli, Chief US Economist at PGIM Fixed Income
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 target as investors continue to look for clarity on trade deals. Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses signals from the bond market on the outlook for inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his outlook on equities and markets. Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses inflation, the US economy, and today's Fed meeting.
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Transcript
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| 0:34.3 | slash trading. |
| 0:39.4 | Bloomberg Audio Studios. |
| 0:42.2 | Podcasts, Radio, News. |
| 0:48.9 | This is the Bloomberg Surveillance Podcast. |
| 0:52.7 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 0:55.7 | Join us each day for insight from the best in markets, |
| 1:00.9 | economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, |
| 1:06.5 | or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business |
| 1:10.8 | app. Here's the take from Ever Bloomberg Terminal and the Bloomberg business app. |
| 1:11.7 | Here's the take from Evercourt. Julian Emmanuel is somewhat cautious. Here's the quote from him. |
| 1:15.9 | Given the uncertainty on policy and the economy and with stocks expensive, three plus steps |
| 1:20.3 | forward rally is set to yield to two steps back correction. Julian joined us now for more. |
| 1:25.1 | Julian, good morning. Good morning. I want to give you some credit a number of weeks ago. |
| 1:28.3 | Still a lot of panic out there, a lack of confidence, and you said we've seen the lows, |
| 1:31.3 | recession averted. That certainly looks like a good call, this morning at least. |
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