Bloomberg Surveillance
Uncertainty for Equities amid Tariff and Geopolitical Risks
Mar 17, 2025
Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares her revised outlook on US equities, reflecting a drop in GDP targets and a predicted 10% upside for the S&P 500. Mike Green, Chief Investment Strategist at Simplify Asset Management, discusses navigating equity market corrections and the growing trend of investors leaning toward active management. Julia Coronado, founder of MacroPolicy Perspectives, addresses how tariff uncertainties could slow the US economy, while Julie Norman, a terrorism expert, highlights evolving geopolitical dynamics in the Middle East.
49:48
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Quick takeaways
- Lori Calvasina revised her S&P 500 forecast lower, citing reduced US GDP expectations while still indicating a potential 10% upside.
- Mike Green emphasizes the necessity of active management amid an equity market correction and a significant drop in consumer sentiment.
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