Tariffs and Geopolitics and the Market Intersection

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, July 24, 2026

Featuring:

1) Joe Lavorgna, Chief Economist as SMBC Nikko Securities, joins for a discussion on President Trump's new tariff plan and whether the President can execute his economic policy effectively amid the war in Iran.

2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices).

3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher.

4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.

See omnystudio.com/listener for privacy information.

More description

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, July 24, 2026

Featuring:

2) Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management, talks about the best of times for the S&P (earnings) and the worst of times for energy (oil prices).

3) Kara Murphy, Chief Investment Officer at Kestra Investment Management, brings us into the market open and discusses the market's opposing forces and how corporate earnings keep driving it higher.

4) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, joins to talk Midterm concerns for the GOP and President Trump's new tariff strategy.

See omnystudio.com/listener for privacy information.

2026-07-27 27 min Transcript

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