Bloomberg Surveillance Bloomberg Surveillance TV: February 5, 2025
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Feb 5, 2025 Thomas Barkin, President of the Richmond Federal Reserve Bank, shares his insights on interest rates and the Federal Reserve's policy under a potential second Trump administration. Hugh Johnston, CFO of The Walt Disney Company, discusses the company's recent earnings report, including trends in their streaming services and park performance. The conversation covers how tariffs and economic factors shape financial strategies and consumer preferences, while exploring the complexities of the bond market amid geopolitical uncertainty.
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Fixed Income Opportunity
- Lindsay Rosner believes the December duration sell-off presented a buying opportunity.
- She suggests fixed income remains a valuable portfolio component.
Tariffs and Rate Cuts
- Tariff-related uncertainty affects the potential for Federal Reserve rate cuts.
- The impact on the labor market and inflation will be key factors.
Market Reaction to Tariffs
- The initial market reaction to proposed tariffs saw long-end yields drop.
- This suggests a focus on potential recession risks.