Bloomberg Surveillance

Bloomberg Surveillance TV: April 10, 2025

Apr 10, 2025

Erika Najarian, an Equity Research Analyst at UBS, shares insights on big bank earnings and the financial sector's health. Torsten Slok, Chief Economist at Apollo, discusses the US economic outlook following President Trump's tariff reversal, revealing how market reactions could shape future trends. They delve into the implications of ongoing market volatility, the potential resilience of bank earnings, and the economic factors influencing consumer behavior and pricing strategies in a turbulent landscape.

35:59

Creator website

Episode guests

Torsten Slok

Erika Najarian

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The U.S. equity market remains attractive due to stronger profitability among companies compared to international peers amid ongoing market volatility.

Concerns over oil prices and demand are heightened by trade tensions, impacting market stability and leading to potential price fluctuations.

Deep dives

Market Uncertainty and Cautious Strategies

Current market conditions exhibit heightened uncertainty, prompting financial professionals to adopt a cautious approach towards asset allocation. The recent shift in U.S. policy appears to have relieved some market anxiety, but experts suggest that this could lead to short-term volatility. Historically, when faced with such turbulence, investors have often adjusted their portfolios to mitigate risk, and this situation is no different. A diversified allocation towards bonds and a reassessment of equity positions reflect a strategy aimed at reducing overall portfolio risk.

Intro

2min

Navigating Market Volatility: Bonds, Equities, and Gold Insights

4min

International Trade Developments and Bond Market Insights

2min

Current Trends in the Bond Market and Wealth Management Solutions

2min

Oil Market Dynamics and Economic Implications

15min

Insights on Bank Earnings and Strategic Financial Management

2min

Navigating Inflation and Tariff Impacts

13min

Stability of the U.S. Dollar Amid Global Economic Shifts

2min

- Russ Koesterich, Portfolio Manager at BlackRock
- Dr. Amrita Sen, founder and Director of Research at Energy Aspects
- Erika Najarian, Equity Research Analyst at UBS
- Torsten Slok, Chief Economist at Apollo

Russ Koesterich, Portfolio Manager at BlackRock, discusses the equity rebound following President Trump's tariff reversal and whether the market could continue its climb from here. Dr. Amrita Sen, founder and Director of Research at Energy Aspects, discusses the outlook for crude oil and energy prices as market concerns due to a US-China trade war persist. Erika Najarian with UBS previews big bank earnings and talks about the health of the financial sector. Torsten Slok, Chief Economist at Apollo, talks about the US economic outlook following extreme market gyrations from President Trump's tariff reversal.

See omnystudio.com/listener for privacy information.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.