Bloomberg Surveillance TV: February 18, 2025
Bloomberg Surveillance
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Market Dynamics and Policy Shifts
This chapter explores the shifting dynamics of the U.S. stock market with a focus on the varied performance of major tech giants amidst rising economic concerns. It highlights the divergence in sentiment between retail and institutional investors, examines the implications of changing policies on capital expenditures, and discusses the impact of geopolitical tensions on corporate valuations. The conversation delves into how recent labor-related policies, uncertainties surrounding tariffs, and tax changes are reshaping market projections and investor behaviors.
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