Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 10th, 2025
Featuring:
1) NYC Mayor Eric Adams talks about his candidacy for re-election, the state of NYC and his former Democratic party, and working with President Trump amid federal funding fears. President Trump has been warning against the prospect of Zohran Mamdani winning the New York mayor’s race. Trump said New Yorkers should not vote for Mamdani in November, calling him a “communist,” and went so far as vaguely suggesting interest in exerting some federal influence on the city. 
2) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk about whether the "unstoppable" stock tear could come to a halt due to the latest tariff rates. Equity futures dipped amid uncertainty over the Trump administration’s trade policies as traders awaited a fresh catalyst for the next leg up in US stocks. 
3) Andrew Sheets, Chief Cross Asset Strategist at Morgan Stanley, discusses his mid year global economic outlook and why, no matter the trade, all eyes will remain on US activity. Tariff headlines focused on country specific levies and copper have so far done little to derail a rebound that pushed US stocks to record highs.
4) Dominique Toublan, Head: US Credit Strategy at Barclays, talks about credit spreads and headwinds in fixed income markets. US Treasuries resumed their decline after Wednesday’s rebound, with the 10-year yield rising one basis point to 4.35%.
5) David Sowerby, Managing Director and Portfolio Manager at Ancora, joins in studio to discuss asset allocation, stock picks, and the market rally. Signs of continued economic strength, confidence in the upcoming earnings season and optimism for artificial intelligence have given traders the conviction to drive equities higher, even as doubts over trade policy persist.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyJuly 10th, 2025 Featuring: 1) NYC Mayor Eric Adams talks about his candidacy for re-election, the state of NYC and his former Democratic party, and working with President Trump amid federal funding fears. President Trump has been warning against the prospect of Zohran Mamdani winning the New York mayor&rsquo;s race. Trump said New Yorkers should not vote for Mamdani in November, calling him a &ldquo;communist,&rdquo; and went so far as vaguely suggesting interest in exerting some federal influence on the city. 2) Julian Emanuel, Chief Equity &amp; Quantitative Strategist at Evercore ISI, joins to talk about whether the "unstoppable" stock tear could come to a halt due to the latest tariff rates. Equity futures dipped amid uncertainty over the Trump administration&rsquo;s trade policies as traders awaited a fresh catalyst for the next leg up in US stocks. 3) Andrew Sheets, Chief Cross Asset Strategist at Morgan Stanley, discusses his mid year global economic outlook and why, no matter the trade, all eyes will remain on US activity. Tariff headlines focused on country specific levies and copper have so far done little to derail a rebound that pushed US stocks to record highs. 4) Dominique Toublan, Head: US Credit Strategy at Barclays, talks about credit spreads and headwinds in fixed income markets. US Treasuries resumed their decline after Wednesday&rsquo;s rebound, with the 10-year yield rising one basis point to 4.35%. 5) David Sowerby, Managing Director and Portfolio Manager at Ancora, joins in studio to discuss asset allocation, stock picks, and the market rally. Signs of continued economic strength, confidence in the upcoming earnings season and optimism for artificial intelligence have given traders the conviction to drive equities higher, even as doubts over trade policy persist.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Tariff Clarity Ahead of Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e22ee99e-fed1-4098-a4bd-b31600f5ec93/transcript

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