Bloomberg Surveillance

Tariffs Ripple Through Markets

14 snips
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.
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ANECDOTE

NYT Digital Success

  • Monica DiCenso, at J.P. Morgan, covered the New York Times' nascent digital experience.
  • She didn't foresee print's demise, but the Times monetized digital subscriptions effectively.
ADVICE

Investment Advice

  • High-net-worth individuals can invest broadly.
  • Consider sell-side research from various experts to make informed decisions tailored to your goals.
INSIGHT

Investor Agita

  • Investors, scarred by 2022's volatility, hesitate to take risks.
  • Diverse asset classes offer opportunities beyond equities, allowing for balanced portfolios and better returns.
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