Bloomberg Surveillance

Bloomberg Surveillance TV: April 7, 2025

Apr 7, 2025

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses the ongoing market selloff and the potential for continued equity meltdowns due to tariffs. She shares insights into how changing economic sentiments, including fears of stagflation and recession, are influencing market behaviors. The conversation also touches on the political pressures affecting corporate communication around tariffs and examines the debt markets' signals regarding rising economic risks.

27:38

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Lori Calvasina

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Quick takeaways

Analysts predict a potential market drawdown of 27 to 32 percent, reflecting deep concerns about the economy's resilience amid tariff impacts.

The implementation of tariffs could drive core inflation higher, reshaping consumer behavior and posing risks to international demand for U.S. assets.

Deep dives

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Intro

2min

Economic Sentiment Shift: Stagflation to Recession

7min

Navigating Corporate Communication Amid Political Pressure

3min

Navigating Global Trade and Tariff Challenges

11min

Empowering Financial Management and Engaging Presentations

2min

Inflation, Bonds, and Market Dynamics

5min

Global Trade Dynamics and Economic Sentiment Shifts

2min

- Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets
- Justin Wolfers, University of Michigan Professor of Public Policy
- Ed Mills, Washington Policy Analyst at Raymond James
- Meghan Graper, Global Co-Head: Debt Capital Markets at Barclays

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about the market selloff and whether the meltdown in equities is set to continue as long as tariffs stay in place. Justin Wolfers with the University of Michigan talks about whether negotiating with other countries on tariffs would be an effective economic strategy. Ed Wills of Raymond James discusses President Trump's commitment to tariffs. Meghan Graper, Global Co-Head: Debt Capital Markets at Barclays, discusses what debt markets are telling investors about rising risks in the economy.

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