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

Creator website

Episode guests

Liz Young Thomas

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

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.

Intro

2min

Navigating Trade Tariffs: U.S. and EU Relations

6min

Daily Market Insights and The Essence of Success

2min

Navigating Treasury Yields and Deficits

6min

Exploring Global Investment Opportunities Amid Economic Shifts

2min

Investing in China's Economic Landscape

6min

Market Insights and Definitions of Success

2min

Navigating Interest Rates and Inflation Dynamics

5min

Economic Implications of Federal Job Cuts

3min

- Ed Mills, Managing Washington Policy Analyst at Raymond James
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
- Liz Young Thomas, Head: Investment Strategy at SoFi
- Matthew Luzzetti, Chief US Economist at Deutsche Bank

Ed Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and currency moves amid Trump policy proposals. Liz Young Thomas with SoFi offers her outlook for the equity markets. Deutsche Bank Chief US Economist Matt Luzzetti joins to discuss recent eco data and give his outlook for inflation.

See omnystudio.com/listener for privacy information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode