Bloomberg Surveillance
Bloomberg Surveillance TV: February 11, 2025
Feb 11, 2025
Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen, shares her insights on current market trends and investment strategies. She discusses the impact of tariffs on the automotive industry and their ripple effects on inflation and corporate profits. Malik highlights the recent equity bull run and evaluates the intricate dance of market reactions to trade policy and economic forecasts. Tune in for valuable perspectives on navigating these turbulent times and opportunities within small-cap companies.
23:00
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Quick takeaways
- The Biden administration's potential tariffs on aluminum and steel could escalate trade tensions and provoke retaliatory measures from nations like China.
- Despite looming tariff announcements, market stability persists due to investor confidence in the economy's resilience and anticipated Federal Reserve interest rate adjustments.
Deep dives
Impact of New Tariffs on Trade Relations
Recent tariff announcements on key imports from Canada and Mexico by the Biden administration are anticipated to escalate trade tensions, particularly concerning China's steel exports through these countries. The potential enforcement of 25% tariffs on aluminum and steel could provoke reciprocal tariffs, especially from the Trump administration, affecting U.S. relations with other trade partners. Historically, similar moves have led to negotiations where countries may only drop their tariffs if the U.S. does the same. This ongoing dynamic creates uncertainty in the market as stakeholders wait to see the responses from other nations and how it may influence U.S. economic policies.
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