Markets and Geopolitical Swings
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 July 2026
⏱️ 35 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 8, 2026
Featuring:
1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks about market gyrations amid geopolitical swings.
2) Fatima Boolani, Co-Head of the US Software Equity Research at Citi, talks the tech selloff and SaaS-pocalyse and the outlook for tech.
3) Effram Kaplan, Co-CEO and Head of our Services & Infrastructure Verticals, talks about the infrastructure reinvestment cycle and if he's witnessing infrastructure transitions amid geopolitical uncertainty and energy price increases.
4) Mark McCormick, Chief FX Strategist at BMO Capital Markets, joins to discuss the "New Policy Order" reshaping markets.
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Transcript
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| 0:00.0 | The Exchange from The New Statesman. Weekly, in-depth, long-form interviews with guests, including Salman Rushdie. Would you say you are in the 11th hour of life? I hope I'm only in about the 9-4-10. I-Way-Way. So if you were to put on an exhibition called I-Way-Way, the last work, we shouldn't believe it. Actually, you shouldn't believe by anything I said. |
| 0:22.0 | And Masha Al Yokina from Pussy Riot. |
| 0:24.2 | Is there a world in which you could ever go back to Russia? |
| 0:26.0 | Politically, we exist there. Physically, we do not exist there. |
| 0:29.3 | Covering politics. |
| 0:30.5 | The most governmentally illiterate Labour Prime Minister in history. |
| 0:35.1 | Culture. |
| 0:35.8 | I'm not in the mood to take any risks lately. |
| 0:37.9 | Society, should education be a commodity? |
| 0:41.0 | No. |
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| 0:42.6 | Sex is both personal and political and public. |
| 0:46.9 | Listen, wherever you are listening to this. |
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| 1:02.0 | This is the Bloomberg Surveillance Podcasts. |
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| 1:12.9 | demand wherever you get your podcasts or watch us live on YouTube. Right now we're going to slide in |
| 1:18.2 | quick, quick, quick to Sarah Hunt, Chief Market Strategist, Alpine Saxon Woods as well. I guess |
| 1:25.9 | we're distant from June 30, nine or ten days. Do you rewrite your |
| 1:31.3 | mid-year review? Well, you refininalize or you can add a codicil to your 20 to your mid-year review. |
| 1:38.3 | I think that there was obviously a feeling and you can see where oil, how fast it moved this |
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