Bloomberg Surveillance

Bloomberg Surveillance TV: December 26, 2024

Dec 26, 2024

Peter Tchir, Head of Macro Strategy at Academy Securities, predicts increased market volatility in January, urging vigilance among investors. Wendy Schiller, Director at Brown University, discusses the complexities facing the incoming Trump administration, emphasizing that quick victories are unlikely despite a Republican trifecta. The conversation also touches on global investment opportunities, with a focus on China amidst rising trade tensions and geopolitical strategies that could reshape U.S.-Europe relations.

27:46

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Episode guests

Wendy Schiller

Peter Tchir

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Quick takeaways

Peter Tchir anticipates significant market volatility in January, influenced by shifting economic policies and global market conditions.

Wendy Schiller emphasizes the challenges the incoming Trump administration may face despite a Republican trifecta, highlighting potential delays in achieving policy victories.

Deep dives

Impact of Infrastructure Legislation

Recent landmark infrastructure legislation aims to significantly enhance the construction and development of American infrastructure. The GlobalX U.S. Infrastructure Development ETF, known as PAVE, diversifies investments across numerous companies that are crucial for this development. This ETF offers exposure to the risks associated with infrastructure investments, such as economic downturns and regulatory changes that may impact the companies involved. Understanding these dynamics is essential for investors considering opportunities in this sector, especially with the anticipated boom in infrastructure projects.

Global Companies vs. National Economies

02:55

Trump's Unilateral Approach

03:03

Intro

2min

Market Insights Amid Holiday Fluctuations

7min

Analyzing Global Economies and Investment Opportunities

3min

Trade Tensions and Geopolitical Strategies

6min

Exploring International Partnerships and Domestic Policies under Trump

3min

Global Competition and Economic Shifts

9min

Analyzing Tariff Impacts on U.S.-Europe Relations

2min

-Peter Tchir, Head of Macro Strategy, Academy Securities
-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University
-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment Management

Peter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US."

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