Markets Price In Earnings and the Fed

Bloomberg Surveillance

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 21, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.
3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case.
4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."

See omnystudio.com/listener for privacy information.

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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 21, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.
3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case.
4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."

See omnystudio.com/listener for privacy information.

2026-07-21 31 min Transcript
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