Bloomberg Surveillance Bloomberg Surveillance TV: August 19th, 2025
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Aug 19, 2025 Market dynamics take center stage as experts discuss the outlook for U.S. equities and the dollar amidst rising volatility. Geopolitical tensions, particularly the Ukraine conflict, spark debates on international relations and economic implications. The labor market's role in shaping Federal Reserve policy is also explored, along with an intriguing rise in cryptocurrency trading. Insights into corporate bonds and global financial trends paint a complex picture of investment strategies in uncertain times.
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Tariffs Could Raise Volatility And Margin Risk
- Tariffs and uncertain timing are likely to increase volatility and squeeze corporate margins into fall.
- Sarah Hunt warns tariff effects may feel like inflation to consumers even if technically a tax.
AI Spending Offsets Some Macro Weakness
- Tech and AI spending may offset margin pressure by boosting productivity and cash flows.
- Hunt says technology's premium valuation reflects visible forward cash flow and margin potential.
Corporate Bonds Tight As Balance Sheets Look Strong
- Investment-grade credit spreads are extremely tight due to yield chase and strong corporate balance sheets.
- Hunt views IG bonds as relatively stable and useful for short-term capital preservation.