Bloomberg Surveillance Bloomberg Surveillance TV: November 24th, 2025
6 snips
Nov 24, 2025 
Howard Lutnick, the U.S. Secretary of Commerce, discusses high-stakes trade negotiations with the EU, emphasizing tech investments and the national security implications of chip exports. He advocates for easing EU digital regulations and critiques the region's battery rules. Neil Dutta, a macroeconomist, shares insights on Federal Reserve policies, highlighting recession risks and rising unemployment. Dutta also speculates on the next Fed chair and connects market dynamics with monetary strategies, as they navigate a complex economic landscape.
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Trade Concessions To Attract Tech Investment
- Encourage partners to relax digital regulations to attract U.S. tech investment and data centers.
- Offer trade concessions like steel and aluminum in exchange for more inviting digital rules.
AI CapEx Drives Broader Growth
- Howard Lutnick links AI capital expenditure to broad economic growth and higher GDP.
- He frames U.S. AI investment as a competitive model Europe should emulate for faster growth.
Regulate With Domestic Capacity In Mind
- Warn against making regulations that damage domestic manufacturing capacity, like ruling out combustion alternatives prematurely.
- Urge regulators to align rules with existing industrial strengths to avoid self-harm.