Bloomberg Surveillance
De-Dollarization and Equity Concerns amid US-China Trade War
Apr 11, 2025
Savita Subramanian, Head of US Equity & Quant Strategy at Bank of America, shares expert insights on the inflation outlook and equity markets as tensions rise in the US-China trade war. She highlights an unexpected slowdown in inflation due to declining costs in several sectors, counterbalanced by concerns about tariff impacts on future rates. Their discussion encompasses strategies adapting to these shifts, emphasizing the necessity for investors to navigate the evolving landscape skillfully.
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Quick takeaways
- The rising tariffs between the US and China are intensifying concerns about de-dollarization and its potential impact on global financial markets.
- Market analysts are observing a shift toward safe-haven assets as investors react to economic uncertainties sparked by the ongoing trade war.
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