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Morgan Stanley's Mike Wilson on Tariffs and Earnings Apr 15, 2025

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Morgan Stanley strategist Michael Wilson cuts his 2025 earnings-per-share forecast for S&P 500 firms to $257 from $271 due to tariffs uncertainty.
Wilson’s team also revises its 2026 EPS forecast down to $281 from $303. Wilson speaks with Bloomberg's John Tucker about his forecast.

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Scott Stringer, Former NYC Comptroller & NYC Mayoral Candidate Talks Mayoral Election Apr 15, 2025

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Scott Stringer, former New York City Comptroller and NYC Mayoral candidate, says New Yorkers are "tired of the chaos" surrounding current Mayor Eric Adams and former Governor Andrew Cuomo. He lays out his vision for the City with Tom Keene and Paul Sweeney on Bloomberg Surveillance.

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Governor of State of Virginia Glenn Allen Youngkin Talks Tariffs Apr 15, 2025

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Virginia Governor Glenn Allen Youngkin, discusses the long term impact that tariffs will have on the state and it's industries. He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz.

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US Treasury Secretary Scott Bessent Talks Tariffs, Fed, Treasuries Apr 14, 2025

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Treasury Secretary Scott Bessent sought to calm investors’ various concerns on topics including tariff policy, the recent selloff in Treasuries and questions over Fed independence. Bessent spoke to Bloomberg's Annmarie Hordern.

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Wells Fargo CFO Michael Santomassimo Talks Risks, Tariffs Apr 11, 2025

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Wells Fargo CFO Mike Santomassimo says risk is rising because of President Donald Trump's tariffs and the uncertainty around his policies. But Santomassimo says consumers are still spending. The bank's first-quarter net interest income missed analyst estimates. Santomassimo speaks with Bloomberg's Scarlet Fu and Matt Miller

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US Energy Chief Chris Wright Talks China Tariffs, US Energy Production Apr 11, 2025

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US Energy Secretary Chris Wright says he is “quite optimistic about where we’re going” on President Donald Trump’s tariff policy. Wright also discusses economic concerns from tariffs weighing on oil demand and sees “strong growth” ahead for US energy production. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern

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Michael Faulkender Talks China Tariffs, DOGE, Tax Cuts Apr 11, 2025

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US Deputy Treasury Secretary Michael Faulkender says President Donald Trump is looking for China to pull back on its tariff retaliation and come to the table and work out a new trade deal. Faulkender also talks about the need to pass Trump's proposed tax cuts and how the Department of Government Efficiency is identifying ways to cut discretionary spending. He speaks on to Bloomberg's Sonali Basak, Katie Griefeld and Matt Miller.

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Former MI6 Head Talks China Security Risks, Trade War Fallout Apr 11, 2025

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Former Head of the British Secret Intelligence Service Richard Dearlove discusses the security and intelligence risks China poses and how Britain and other nations should respond to the US-China trade war. He joined Stephen Carroll on Bloomberg Daybreak Europe.

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Kyle Bass Talks Tariffs and US Recession Odds Apr 11, 2025

Show notes

Kyle Bass said the US may need to undergo a recession as it reorders its global trade ties and attempts to rein in the federal deficit.
”We have to make some difficult choices,” the Dallas-based investor said in an interview on Bloomberg Television. “Both of those things might be slightly recessionary, and if that’s true, we might have to go to a brief recession in order to rebuild our foundation.”
President Donald Trump’s moves to drastically increase trade levies sent equity valuations plunging and US yields soaring before Trump put in a 90-day pause. There still remain increased duties on major trading partners while the administration has ratcheted up the US tariff on goods from China to at least 145% — a result of a 125% rate that includes “reciprocal” duties and a 20% rate imposed by Trump earlier this year over fentanyl trafficking.

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SF Mayor Daniel Lurie Talks Tech Revival Apr 10, 2025

Show notes

San Francisco Mayor Daniel Lurie explains his work with the private sector to use private capital to revitalize downtown San Francisco. Lurie addressed the impact of tariffs, federal funding and his strategy to grow the technology sector in the city of San Francisco. He speaks with Ed Ludlow on Bloomberg Technology.

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