Political tensions rise as Trump pressures the Federal Reserve, igniting discussions on inflation and interest rates. Experts dissect a significant FCC approval for the Paramount-Skydance merger, revealing new diversity commitments. Market analysts evaluate the S&P 500's performance amid earnings surprises, while stock strategies spotlight tech companies amidst an AI revolution. Furthermore, the evolving media landscape faces regulatory scrutiny, emphasizing the balance between editorial independence and government oversight.
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Real Estate's Key Role in Inflation
Real estate prices heavily influence inflation as they constitute a large part of the CPI and core inflation.
Residential real estate's trend acts as an antidote to inflation pressures from goods prices due to tariffs.
volunteer_activism ADVICE
Watch Employment Data for Fed Moves
Watch the employment report closely to gauge Fed's rate cut timing.
Focus on wage data to assess if goods inflation impacts labor market and future monetary policy.
insights INSIGHT
Climate Impacts Food Prices More Than Tariffs
Global agricultural prices rise mostly due to climate change rather than tariffs.
Service sector disinflation counters goods price increases; outcome depends on which dominates inflation.
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 25th, 2025 Featuring: 1) David Rosenberg, Founder and President Rosenberg Research & Associates, joins for a discussion on rates, US inflation, and the importance of Fed independence. Federal Reserve Chair Jerome Powell is under attack by President Trump, who is using a "flood the zone" strategy to pressure the Fed to lower interest rates. Trump's approach involves personally attacking Powell, questioning the Fed's spending, and discussing potential replacements, according to the article. 2) Brian Wieser, Principal at Madison & Wall, talks about the Skydance-Paramount deal getting FCC approval. The US Federal Communications Commission approved Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices. As part of the accord, Skydance vowed to ensure that the new company's programming embodies a diversity of viewpoints from across the political and ideological spectrum, according to FCC Chairman Brendan Carr. 3) Alicia Levine, Head of Investment Strategy and Equities at BNY, discusses her S&P 500 target and talks the pain trade and surprises to the upside. Stocks dipped at the end of a record-setting week after lackluster results from Volkswagen AG and Puma SE. Goldman's trading desk wrote in a note to clients "If you are nervous, the market is making it very easy to rent hedges" as a slew of risks loom over the market's record advance. 4) Marta Norton, Chief Investment Strategist at Empower, on asset allocation and potential for market volatility in the second half of 2025. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT story on the divided New York family, as young voters who supported Zohran Mamdani persuade their parents to do the same, as well as Business Insider's story on how people can Venmo the US government to help pay down the debt.
Bloomberg Surveillance