
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.
28:14
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Quick takeaways
- The unpredictable nature of President Trump's tariff announcements suggests that actual implementations may aim lower to provoke favorable negotiations.
- Investment strategies should diversify beyond U.S. markets, focusing on emerging opportunities in Europe and China despite historical challenges.
Deep dives
Market Reactions to Tariff Threats
The discussion highlights the potential implementation of a 25% tariff on autos, chips, and pharmaceuticals, with emphasis on the unpredictable nature of tariff announcements from the President. It suggests that the actual implementation may differ from initial statements, with probabilities leaning toward a lower percentage like 10% for semiconductors. This strategy aims to provoke reactions from trading partners to achieve favorable negotiations, ultimately presenting any lower tariffs as a victory. This ongoing tactic appears to be part of a broader strategy to maintain leverage in international trade discussions.
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