Equity Optimism amid Uncertainty

from Bloomberg Surveillance Hosted by Bloomberg

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 9th, 2025 Featuring: 1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty. 2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss DC headlines including the riots in LA and latest on the tax bill after Elon Musk's White House fallout. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk. 3) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, talks about why history rhymes between now and the 2000 .com bubble and the potential for a consumer crunch. Markets are focusing on a $22 billion auction of 30-year bonds on Thursday and Wednesday's US inflation report for May, which may show a slightly faster pace of price increases. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg reporting on baseball's TV deal and WSJ's look at Father's Day gifts.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

Equity Optimism amid Uncertainty

0:00 30:23

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

UnCommon Law Bloomberg Industry Group On UnCommon Law, legal issues, public policy, and storytelling collide. We'll explore the most important legal stories of the day: Will lawmakers be able to rein in artificial intelligence before it's too late? Can the government ever consider race in college admissions? How much power do federal agencies have to make the rules that shape our lives? Can you sue a haunted house for being too scary? Produced and hosted by Matthew S. Schwartz. Winner of the American Bar Association's Silver Gavel Award for Media and the Arts Masters in Business Bloomberg Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Odd Lots Bloomberg Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. The Tape Bloomberg and iHeartRadio Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.

Frequently asked questions

How long is this episode of Bloomberg Surveillance?

This episode is 30 minutes long.

When was this Bloomberg Surveillance episode published?

This episode was published on June 9, 2025.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Bloomberg Surveillance episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.