Bloomberg Surveillance TV: August 7th, 2025
Bloomberg Surveillance
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Navigating Economic Uncertainty
This chapter discusses the implications of economic uncertainty on equity investments, featuring insights from a Citi guest who expresses caution amidst new tariffs and policy changes. It examines the market dynamics surrounding high-quality, large-cap stocks, the performance of mega-cap companies, and the complexities of tariff impacts on pricing strategies. Additionally, the chapter highlights concerns about consumer behavior and the Federal Reserve's challenges in balancing interest rate decisions amidst a stable labor market and inflation.
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