Bloomberg Surveillance Bloomberg Surveillance TV: August 14th, 2025
13 snips
Aug 14, 2025 
In this engaging discussion, Ed Yardeni, Chief Investment Strategist at Yardeni Research, presents a bullish outlook on equities amid potential rate cuts and tariff clarity. David Malpass, former President of The World Bank, shares insights on political priorities for a second Trump administration with the upcoming midterms in mind. Norman Roule, Senior Adviser at the Center for Strategic & International Studies, offers a preview of the upcoming Trump-Putin summit in Alaska, highlighting its geopolitical significance.
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Limited Leverage On Ukraine Talks
- Norman Roule says the U.S. president cannot negotiate for Ukraine and Europe resists secondary sanctions on China and India.
- He expects Trump to lean on personal rapport with Putin but sees limited leverage without European enforcement.
Ceasefire Unlikely Without Big Shifts
- Roule believes ceasefires are unlikely while both sides pursue battlefield gains and Russia seeks maximalist goals.
- He argues any lasting deal will likely leave both sides unhappy and involve territorial compromises.
Push For Fed Model Reform
- David Malpass urges sweeping change at the Fed and new models that are forward-looking.
- He recommends shifting policy tools to support growth and lower rates across the yield curve.