Bloomberg Surveillance

Bloomberg Surveillance TV: March 3, 2025

Mar 3, 2025

In this engaging discussion, Mohamed El-Erian, President at Queens' College, Cambridge, delves into the implications of slowing U.S. growth and looming tariff threats as President Trump targets key allies. He accentuates the complex impact on transatlantic relations and the financial markets. The conversation also touches on how these economic tensions influence equities amid concerns over inflation. Additionally, insights from Tobin Marcus and Liz Young highlight the unpredictable nature of tariffs and the cautious sentiment dominating investors.

29:14

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Episode guests

Mohamed El-Erian

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Episode notes

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Quick takeaways

The rise of tariffs by President Trump is expected to contribute to slowing US growth, creating potential challenges for the economy.

Concerns about stagflation are increasing as inflation rises alongside stagnating growth, complicating Federal Reserve policy decisions and market stability.

Deep dives

The Investment Landscape on Public.com

Investing in a diverse range of assets such as stocks, bonds, crypto, and options is essential for serious investors, as highlighted by Public.com. This platform offers competitive yields, with some bond accounts boasting rates of 6% or more, which are beneficial regardless of rate cuts by the Federal Reserve. Public.com distinguishes itself by providing tools to help investors understand not just the market movements, but also the underlying reasons for changes in asset performance. This comprehensive approach empowers users to make informed investment decisions in a rapidly changing financial landscape.

Intro

2min

Transatlantic Tensions and Economic Implications

9min

Innovative Investing and Customer Service Solutions

2min

Tariff Threats and Market Response

9min

Strategies for Risk Reduction in Investment Portfolios

4min

Navigating Economic Resilience

7min

Assessing Economic Strength and the Value of Therapy

3min

- Mohamed El-Erian, President at Queens' College, Cambridge
- Tobin Marcus, Head: Policy & Politics at Wolfe Research
- Liz Young Thomas, Head of Investment Strategy at SoFi
- Steve Ricchiuto, Chief US Economist at Mizuho

Mohamed El-Erian, President at Queens' College, Cambridge, discusses slowing US growth as President Trump readies to place tariffs on key allies and China. Tobin Marcus of Wolfe Research talks about reciprocal tariffs and what levies could actually look like. SoFi's Liz Young Thomas discusses how equities will fare amid slowing growth along with tariff and inflation fears. Steve Ricchiuto, Chief US Economist at Mizuho, discusses how policy could ripple through markets and previews upcoming eco data.

See omnystudio.com/listener for privacy information.

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