Bloomberg Surveillance

Bloomberg Surveillance TV: April 2, 2025

Apr 2, 2025

Kelly Ann Shaw, a partner at Hogan Lovells US, discusses the potential market reactions to President Trump's tariff plan. Binky Chadha from Deutsche Bank offers insights on the uncertain impacts of tariffs on equities, pondering if they can recover from correction territory. Julia Coronado, a macroeconomic expert, explores the broader outlook for the U.S. economy and inflation amidst these developments. Together, they dissect the complex interplay of trade policies, market confidence, and economic indicators in a tumultuous landscape.

28:44

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Episode guests

Julia Coronado

Binky Chadha

Kelly Ann Shaw

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Episode notes

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Quick takeaways

The podcast explores the potential economic and market impacts of President Trump's upcoming tariff plan on corporate confidence and investment decisions.

Experts discuss how current trade policies might reshape the global trading system, despite uncertainties surrounding their effectiveness and repercussions.

Deep dives

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Intro

4min

Navigating Tariff Negotiations and Market Uncertainty

2min

Navigating Trade Challenges and Tariff Strategies

5min

Navigating Uncertainty: Market Predictions and Confidence

7min

Navigating Trade Policy and Economic Stability

4min

Navigating Economic Uncertainties

11min

Tariffs and Immigration: Economic Impact Analysis

4min

- Kelly Ann Shaw, Partner at Hogan Lovells US
- Binky Chadha, Chief US Equity Strategist at Deutsche Bank
- Seth Carpenter, Chief Global Economist at Morgan Stanley
- Julia Coronado, founder and President at Macropolicy Perspectives

Kelly Ann Shaw of Hogan Lovells discusses the potential market reaction and economic impact of President Trump's tariff plan, which will be unveiled late Wednesday afternoon. Deutsche Bank's Binky Chadha talks about whether equities could rebound from correction territory despite an uncertain incoming tariff announcement. Seth Carpenter with Morgan Stanley talks about how tariffs are being priced in to the US economy. Julia Coronado, founder and President at Macropolicy Perspectives, discusses the outlook for the US economy and inflation as the Trump administration's tariff plan is unveiled today.

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