Bloomberg Surveillance TV: September 2nd, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 September 2025
⏱️ 24 minutes
🧾️ Download transcript
Summary
- Phil Orlando, Chief Equity Market Strategist at Federated Hermes
- Leland Miller, CEO at China Beige Book
- Ken Hoexter, Senior Analyst at Bank of America
- Erin McLaughlin, Senior Economist at The Conference Board
Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US growth concerns. Leland Miller, CEO at China Beige Book, talks about the meeting of various world leaders in Beijing and the outlook for the Chinese economy amid US tariffs. Ken Hoexter, Senior Analyst at Bank of America, talks about the impact of the removal of the de minimus tax on shippers. Erin McLaughlin, Senior Economist at The Conference Board, discusses eco data and the outlook for rates and the Fed.
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Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:26.4 | You can get the news whenever you want it with Bloomberg News Now. |
| 0:30.7 | I'm Amy Morris. |
| 0:31.8 | And I'm Karen Moscow here to tell you about our new on-demand news report delivered right to your podcast feed. |
| 0:38.4 | Bloomberg News Now is a short five-minute audio report on the day's top stories. |
| 0:43.5 | Episodes are published throughout the day with the latest information and data to keep you informed. |
| 0:48.0 | Yes, there are other products like this from a variety of news organizations, |
| 0:53.0 | but they usually rerun their radio newscasts throughout the day. |
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| 1:27.2 | Bloomberg Audio Studios. |
| 1:29.6 | Podcasts, Radio, News. |
| 1:36.2 | This is the Bloomberg Surveillance Podcast. |
... |
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