Bloomberg Surveillance
Tariffs Ripple Through Markets
Feb 11, 2025
Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, shares her insights on S&P forecasts and US economic growth. Brad Lander, NYC Comptroller and mayoral candidate, discusses city financing and his campaign against Eric Adams. Mark McCormick, Global Head of FX & EM Strategy at TD, analyzes the fluctuating currency landscape influenced by tariff policies. Together, they explore the interconnectedness of tariffs, market stability, and fiscal challenges, illuminating the current financial climate.
43:48
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Quick takeaways
- The podcast emphasizes the critical impact of monetary policy on investor behavior and market stability amidst evolving economic conditions.
- Experts highlight the necessity of diversification across asset classes as a strategy to manage risks in volatile market environments.
Deep dives
Daily Market Insights
The podcast provides a daily preview of market conditions, focusing on projected stock updates and macroeconomic news. Insights include key statistics and results that can influence trading decisions, particularly in light of monetary policy shifts. This overview emphasizes the importance of understanding market trends and economic indicators to inform investment strategies. Listeners are encouraged to stay informed to navigate the complexities of financial markets effectively.
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