Markets Press on Amid Fed Pressure
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 July 2025
⏱️ 43 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 18th, 2025
Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion about the outlook for inflation and global growth as well as US equity bullishness. Global equities extended their advance on Friday as growing confidence in the resilience of the US economy and upbeat earnings lent fresh support to risk sentiment.
2) Ted Koenig, Chairman and CEO at Monroe Capital, brings us into the market open and discusses private credit and the overall credit outlook. Cross-asset moves come at the end of a week marked by market jitters over speculation that President Donald Trump might fire Fed Chair Jerome Powell. Equity gains reflected strong economic data and optimism that US companies will post robust second-quarter figures, helping to soothe uncertainty stirred by Trump’s tariff war.
3) Brandon Ogelnski, Airlines Analyst at Barclays, discusses the airline industry and his outlook for American airliners. It comes as United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights.
4) Rohit Chopra, former Director at the Consumer Financial Protection Bureau, joins for a discussion on his role before dismissal and recent CFPB and Fed independence news. Top bosses at some of Wall Street’s biggest banks emphasized the importance of an independent Federal Reserve as the long-running saga between President Trump and central bank Chair Jerome Powell intensified.Bank of America CEO Brian Moynihan and Goldman Sachs' David Solomon joined JPMorgan CEO Jamie Dimon in stressing the importance of the Fed’s autonomy.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on Goldman Sachs retaining junior talent and a WSJ story on birthday freeloaders.
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Transcript
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| 1:02.0 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:15.6 | This is the Bloomberg Surveillance Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the |
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| 1:22.6 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:26.6 | We start strong with a conversation for global |
| 1:30.0 | wall street out on lincoln wayley of black rock is a massive value ad she publishes uh at a regular rate |
| 1:37.9 | with wonderful informative uh charts wayley let's dive right into, and you have something that pushes against all of the |
| 1:46.0 | zeitgeist. You say there is no rising tide lifting all boats. That's sacrilege. Discuss. |
| 1:55.6 | Well, if we think about the period after global financial crisis with the injection of immense pool of liquidity, |
| 2:04.6 | companies that didn't have good fundamentals were rallying alongside companies with very good fundamentals. |
| 2:11.8 | And this is what I meant by rising tight, lifting all boats. |
| 2:15.4 | But we are now in an environment of greater dispersion. |
| 2:20.1 | We're in an environment of secular transformations |
... |
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