Bloomberg Surveillance Single Best Idea with Tom Keene: Gina Martin Adams & Huw van Steenis
Apr 23, 2025
Explore how geopolitical tensions and trade wars are reshaping market dynamics. Financial analysts discuss the pressing need for businesses to adapt strategically amidst uncertainty. Dive into the challenges facing private equity in today's equity markets, and discover how these pressures affect the broader financial system. The conversation emphasizes the convenience of digital media as a vital resource for staying informed in a rapidly changing economic landscape.
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Uncertain New Global Trade Order
- The global trade order will be amended and won't revert to its previous state as of January 1st.
- Businesses need to understand the extent and impact of these changes on the economy going forward.
Trade War Is Long-Term Change
- The trade war will not be just noise or temporary volatility as some believe.
- The president appears committed to persistently amending trade policies, creating a changed economic landscape.
Insurers Back Credit Markets
- 60% of new private market inflows in the last two years have been into credit, especially from insurers.
- Insurers represent steady capital looking to deploy at scale despite equity market stresses.