Bloomberg Surveillance Nvidia and Trump Impact Markets
Feb 26, 2025
Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on market drawdowns and investor expectations in a climate of rising inflation. Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, provides a deep dive into Nvidia's earnings, analyzing its influence on the broader market. They discuss the nuances of consumer confidence, the role of artificial intelligence, and emerging investment opportunities in the tech sector, all while navigating the complexities posed by economic trends and political headlines.
AI Snips
Chapters
Transcript
Episode notes
Sticky Inflation
- Inflation remains sticky, causing nervousness among people.
- Expect higher inflation, around 3-3.5%, impacting interest rates.
Fed's Adaptation to Fiscal Policy
- The Fed needs to adapt to the new fiscal environment and understand the current administration's plan.
- This plan aims to lower the dollar's value, improve US competitiveness, and reduce debt burden.
Reverse Globalization Impact
- Reverse globalization, or segmentation, is creating upward pressure on inflation and impacting the global economy.
- The US economy remains relatively strong compared to other developed nations.