Bloomberg Intelligence Trump Tariffs Spark Retaliation, Ukraine Talks
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Mar 12, 2025 
Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses the implications of President Trump's tariffs, which have drawn swift retaliatory actions from the EU and Canada. Oliver Crook, a Bloomberg Europe Correspondent, provides insights into the complex US-Ukraine ceasefire negotiations with Russia, revealing the precarious stance of Ukraine amid shifting military support. Scott Strazik, CEO of GE Vernova, emphasizes the intersection of tariffs and the burgeoning demand for AI in energy sectors, highlighting future trends in infrastructure and investment.
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Supply Chain Risk
- Investors should analyze supply chain risks due to tariffs.
- While Trump's initial statements are often strong, incremental tariffs are being implemented.
CEO Sentiment
- CEOs express confusion and are pausing projects due to policy uncertainty.
- Trump listens to CEOs, but remains committed to his strategy, possibly influenced by consumer prices.
Ukraine Ceasefire Shift
- After initially resisting a ceasefire, Ukraine agreed to a 30-day truce with Russia, mediated by the US.
- This shift followed the US halting military aid and intelligence, increasing pressure on Ukraine.