Mike Wilson Talks Tariffs and Market Reaction

Mike Wilson, Morgan Stanley Chief US Equity Strategist says markets know President Trump's pattern now, when it comes to trade and tariffs. He speaks with Nathan Hager on Bloomberg Daybreak. His remarks come as equities retreat from record highs while European stocks declined for the first time this week.Markets fell after President Trump said he plans to impose blanket levies of 15% or 20%. The dollar strengthened against most major peers, with the yen posting the steepest decline. Treasury yields rose across the curve. In a sign that some investors were still prepared to take on risk, Bitcoin extended its record rally beyond $118,000.See omnystudio.com/listener for privacy information.

Former United States Commerce Secretary Wilbur Ross discusses tariff deadlines, possible tariff pitfalls, investor uncertainty, tariffs going beyond trade, and more. Ross spoke with Bloomberg's Katie Greifeld and Sonali Basak.See omnystudio.com/listener for privacy information.

New York City Mayor Eric Adams slammed the state’s former governor Andrew Cuomo for blowing the Democratic primary race, running as an independent and potentially splitting the vote against Zohran Mamdani. Mayor Adams says Cuomo had his chance and should drop out of the race. Adams is running as an independent in November. Adams spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Former US Vice President Mike Pence talks about President Donald Trump's trade war and tariffs, his ongoing displeasure with Federal Reserve Chair Jerome Powell, the US launching a missile strike against Iran, reaching peace in the Middle East and dealing with Russia's Vladimir Putin in order to end the war in Ukraine. He speaks on "Bloomberg Surveillance."See omnystudio.com/listener for privacy information.

Greylock Partner & LinkedIn Co-Founder Reid Hoffman joins Bloomberg host Ed Ludlow to discuss competition in the AI sector, talent, and investments. They spoke at the 2025 Sun Valley Conference in Idaho.See omnystudio.com/listener for privacy information.

Amazon Prime VP Jamil Ghani discusses the expansion of Amazon Prime Day sale from the usual two-day event to four days. Ghani spoke with Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

Stephen Miran, White House Council of Economic Advisers Chairman, says there's been no evidence to show that President Donald Trump's tariffs have been inflationary. Miran, speaking with Bloomberg's Matt Miller and Sonali Basak, says the copper tariffs will help the US produce more of the metal domestically.See omnystudio.com/listener for privacy information.

David Kostin, Goldman Sachs US chief equity strategist, says the clarity from the passage of the federal spending bill and likely Federal Reserve rate cuts will drive stocks higher. Speaking with Bloomberg's Matt Miller and Sonali Basak, Kostin forecasts the S&P 500 Index to be at 6,600 by the end of this year.See omnystudio.com/listener for privacy information.

As the August 1st tariff deadline looms, President Trump dismisses skepticism about his tough stance on trade, insisting there will be no extensions, while also signalling progress in talks with the European Union. John Clarke, former EU trade negotiator and former Director for International Affairs at the European Commission joins Valerie Tytel and Stephen Carroll on Bloomberg Radio to talk about the prospect of a US-EU trade deal.See omnystudio.com/listener for privacy information.

Mick Mulvaney, former acting White House chief of staff to President Trump, says he's still confident in the relevancy of the freedom caucus with such slim margins in congress, but isn't so optimistic about the chances of a rescissions package making its way through Congress.See omnystudio.com/listener for privacy information.