Bloomberg Surveillance 7/8/2025

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 – Bloomberg Surveillance Begins
00:03:51 – Ed Yardeni, President, Yardeni Research
00:17:47 – Rob Casey, Signum Global Advisors, Partner & Senior Analyst
00:31:08 – Everett Eissenstat , Partner, Squire Patton Boggs, Former National Economic Council Deputy Director
00:40:19 – Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management
00:52:24 – Evan Brown, Head of Multi-Asset Strategy, UBS Asset Management
01:04:59 – Sarah Bianchi, Senior Managing Director & Chief Strategist of International Political Affairs and Public Policy, Evercore ISI
01:18:22 – John O’Leary, President & CEO, Daimler Truck North America
01:31:02 – Cathie Wood, CEO & CIO, ARK Invest
01:40:49 – Alex Altmann, Barclays, Global Head: Equities Tactical Strategies
01:50:33 – MORNING CALLS
01:53:56 – Stacy Rasgon, Senior Analyst, US Semiconductors, Bernstein
02:06:23 – Michael Reid, RBC Capital Markets, US Economist
02:17:03 – Amanda Lynam, BlackRock, Head of Macro Credit Research
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source