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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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Markets Press on Amid Fed Pressure

Bloomberg Surveillance