Markets Rebound on Strong Start for Earnings
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 October 2025
⏱️ 35 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 15th, 2025
- Maurice Obstfeld, Senior Fellow at the Peterson Institute for International Economics & Professor of Economics at UC Berkeley, discusses why tariffs should not be relied on as a long-term revenue tool.
- Chris Whalen, Founder and Chairman at Whalen Global Advisors, reacts to big bank earnings and gives his perspective on why the Fed rate cut narrative has cooled considerably.
- Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to discuss IT budgets falling below historic levels.
- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Chinese criminals making over $1 billion from scam texts, and reporting from The Washington Post on the US passport falling out of the top 10 most powerful passports globally.
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Transcript
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| 0:00.0 | The forces shaping markets and the economy are often hiding behind a blur of numbers. |
| 0:04.7 | So that's why we created the big take from Bloomberg podcasts, to give you the context you need to make sense of it all. |
| 0:11.4 | Every day in just 15 minutes, we dive into one global business story that matters. |
| 0:16.0 | You'll hear from Bloomberg journalists like Matt Levine. |
| 0:18.9 | A lot of this meme stock stuff is, I think, embarrassing to the SEC. |
| 0:23.2 | Amanda Mull, who writes our Businessweek buying power column. |
| 0:26.9 | Very few companies who go viral are, like, totally prepared for what that means. |
| 0:31.6 | And Zoe Tillman, senior legal reporter. |
| 0:35.0 | Courts are not supposed to decide elections. |
| 0:38.7 | Courts are not really supposed to play a big role in choosing our elected leaders. It's for the voters to decide. Follow the big take |
| 0:47.2 | podcast on the Iheart radio app, Apple Podcasts or wherever you listen. |
| 0:56.1 | Bloomberg Audio Studios. |
| 0:59.0 | Podcasts, Radio News. |
| 1:07.0 | This is the Bloomberg Surveillance Podcasts. |
| 1:13.8 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:18.7 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:24.9 | Even if you didn't read the 830 pages, it had a lovely purple lavender cover. |
| 1:28.2 | And you could walk around campus toting your Absfeld and Rogoff and you get cool points just for that. Joining us now, one of |
| 1:33.8 | the foundation academics we have on our international macroeconomics, Maurice |
| 1:39.4 | Obsfeld. He's with a Peterson Institute with Posen and Blanchard. |
| 1:44.3 | He is at Berkeley forever and always. |
| 1:47.1 | Professors, thank you so much for joining us. |
... |
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