
Bloomberg Surveillance
Bloomberg Surveillance TV: April 9, 2025
Apr 9, 2025
Chris Harvey, Head of Equity Strategy at Wells Fargo, delves into the consequences of tariffs on market confidence and whether equities will decline further. Ruchir Sharma, CIO at Breakout Capital Partners, elaborates on how public policy reshapes market dynamics, while Richard Bernstein, CEO at Richard Bernstein Advisors, shares insights on market repricing and the implications for risk premiums. Together, they tackle the economic landscape marked by uncertainty, trade tension with China, and the need for clearer communication from policymakers.
34:28
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Quick takeaways
- The uncertainty surrounding current tariffs significantly affects investor confidence, complicating businesses’ ability to predict economic repercussions.
- The Federal Reserve's challenge lies in deciding whether to lower interest rates to promote growth or maintain them to control rising inflation.
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