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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

Podcast summary created with Snipd AI

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.

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