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Bloomberg Surveillance TV: July 30th, 2025

Bloomberg Surveillance

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Navigating Trade Dynamics and Market Strategies

This chapter explores the implications of Federal Reserve rate cuts on small-cap and broader market performance, alongside analyses of U.S. companies' resilience amid tariff pressures. It examines investment strategies focused on European equities, highlighting Germany's fiscal stimulus and concerns around U.S.-India trade relations. Additionally, the chapter discusses supply chain vulnerabilities and the importance of critical minerals in international trade negotiations, emphasizing the complexities in U.S. relationships with key trading partners.

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