Bloomberg Surveillance Bloomberg Surveillance TV: February 19, 2025
Feb 19, 2025
Liz Young Thomas, Head of Investment Strategy at SoFi, shares her insights on the equity markets in the face of current global shifts. She highlights emerging investment opportunities in European financials and the tech sector in China, emphasizing the importance of portfolio diversification. The discussion touches on China's stabilized home prices and the potential growth in sectors like software and cybersecurity. With ongoing economic challenges, Thomas urges investors to look beyond traditional markets for potential gains.
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Tariff Strategy
- President Trump's tariff threats are unlikely to be fully implemented.
- Expect lower percentages or exclusions, creating a perceived win.
European Auto Tariffs
- European auto tariffs extend beyond trade; they involve choosing sides.
- Trump views joint ventures with China as a national security threat.
Two-Pronged Tariff Approach
- Trump's tariff strategy involves a two-pronged approach.
- He aims to force policy changes and establish a universal tariff.