Geopolitical and Tariff Variables Impacting markets

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 8 August 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 8th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the 2-year and 10-year yield paths amid economic weakening and the outlook for rate cuts. A gauge of the dollar was was flat and Treasury yields were little changed after Thursday’s a weak sale of 30-year debt signaled waning appetite for US debt.
2) Larry McDonald, founder at the Bear Traps Report, joins to talk about how the bond market is pricing in recent tariff and economic policies out of the Trump admin and speculates how President Trump could reshape the Fed and its impact on markets. The S&P 500 is near a record high following a 30% surge from its April lows, supported by robust corporate earnings and hopes the Federal Reserve will cut interest rates to support the economy.
3) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, talks about the Trump admin's approach to the war in Ukraine and how global economies are managing US tariffs. President Trump said he’d be willing to meet with Vladimir Putin, even if Putin hadn’t yet agreed to also sit down with Ukrainian President Volodymyr Zelenskiy. Trump told reporters he was “very disappointed” with Putin’s behavior and left open the possibility of additional penalties over the war in Ukraine as soon as Friday.
4) Stefanie Stantcheva, Economist at Harvard University, talks about how "zero-sum thinking" is reshaping economics and how a rearing back of inflation could further weigh on American consumers.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on doctors warning about "AI psychosis" and a Business Insider story on how TikTok users are booking hotels.

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Transcript

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0:00.0	Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.
0:08.6	These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day.
0:15.2	Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's
0:21.0	driving those gains and losses. If you want to stay plugged into the stock market, but don't
0:25.9	want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you
0:32.0	to get informed. Listen a couple times throughout the day to find out what's moving equities and why.
0:39.0	Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen.
0:44.4	Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.
0:53.0	Subscribe to Stockmovers, wherever you get your podcasts.
1:02.0	Bloomberg Audio Studios, Podcasts Radio News.
1:12.2	This is the Bloomberg Surveillance Podcasts, Radio News. This is the Bloomberg Surveillance Podcast.
1:15.4	Catch us live weekdays at 7 a.m. Eastern on Apple, CarPlay or Android Auto with the
1:20.7	Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on
1:26.6	YouTube.
1:26.9	Joining us now from BMO, from Bank of Montreal,
1:29.6	BMO Capital Markets, the acclaimed Ian Lingen.
1:33.4	The summary here, Ian is the following.
1:36.2	We've got a debt and a deficit, and we're in love with T-bills.
1:40.5	What's the Lingen radar say about an executive branch that says a solution is a record number of T-bill issuance?
1:51.1	Frankly, I think that we're at the point where the market, at least for now, can easily absorb an increase in T-bill issuance.
1:59.2	The risk is that they oversaturate the front end of the market.
2:02.5	And there are many in the market that believe that a, the rise of stable coin and demand
	...

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