Trump-Putin and Inflation Data

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 15 August 2025

⏱️ 29 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 15th, 2025
Featuring:
1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% after a flat session Thursday, following back-to-back record closes earlier in the week, after a surprising PPI report that showed higher services costs in the US as tariffs take effect.
2) Peter Tchir, Head: Macro Strategy at Academy Securities, talks about how markets might play or shrug off the Trump-Putin summit and inflation fears reigniting in the US. In Europe, the Stoxx 600 advanced 0.2% toward the highest level since March amid guarded hopes that Friday’s US-Russia summit could be an initial step toward brokering a peace deal in Ukraine and thawing relations.
3) Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, talks about the Trump-Putin summit and why she believes there's "no chance" that Russia negotiates a ceasefire on acceptable terms for Europe and Ukraine. President Trump and Russian president Vladimir Putin will measure success at their summit in Alaska very differently, with Trump seeking a ceasefire in Ukraine and Putin seeing the meeting as a win without making concessions.
4) Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to retail sales and discusses the paradigm shifts across global economies.

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Transcript

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1:02.0	Bloomberg Audio Studios, Podcasts Radio News.
1:12.2	This is the Bloomberg Surveillance Podcast.
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1:26.6	YouTube.
1:30.3	Kate Moore, CIO, City Wealth this morning.
1:35.6	Kate, does your team of security and analysts at Citigroup acclaimed, we use them all the time, great, great benefit.
1:38.1	Do they have any framework of what September 30 earnings look like?
1:43.9	I think it's incredibly hard, Tom, right now, to make a call on what third-quarter earnings
1:49.8	are going to look like.
1:50.9	Because, and this is a point I've been making as we were even getting reporting during
1:54.9	first second quarter season, is that there is a growing gap between the winners and losers
2:00.3	where it's around AI. Yeah. Thank you.
	...

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