Alicia Levine, Head of Investment Strategy and Equities at BNY, shares her insights on the current market landscape. She discusses the volatility of equities and provides her forecast for the S&P 500. Levine highlights the potential for rate cuts from the Federal Reserve, linking it to inflation trends. The conversation also touches on effective investment strategies tailored for navigating economic uncertainties. With a keen eye on market resilience, she points out how equities are adapting to recent challenges.
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insights INSIGHT
Fed Likely to Cut Rates Soon
The economy started 2025 resilient but policy uncertainty caused recession fears.
The Federal Reserve will likely cut rates due to stable inflation expectations and rising jobless claims.
volunteer_activism ADVICE
Stay Invested, Focus on Quality
Investors should stay in the market rather than go fully to cash, even at highs.
Focus on quality stocks that can withstand economic challenges for stronger resilience.
insights INSIGHT
Asia Faces Tariff Challenges
Hong Kong's economy is soft but optimism returns with an active equity market.
Asia's exporters feel tariffs sharply, with countries like Vietnam more exposed than China.
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 25th, 2025 Featuring: 1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss his outlook for equities and the economy in the second half of 2025. Fed Chair Jay Powell told lawmakers that if inflation pressures remain contained, the Fed will cut rates sooner rather than later, but didn't point to a particular meeting, and markets are telling Powell that he will be lowering rates more quickly than he portrayed. 2) Fred Neuman, Chief Asia Economist at HSBC, joins for a discussion on how an oil spike could lead to an inflation spike, and why the Israel-Iran conflict's impact on oil is crucial to China and Asian economies. It comes as President Trump announced on social media that China can continue to purchase oil from Iran, potentially undermining years of US sanctions on Iran. The announcement surprised oil traders and officials in Trump's own government, and it is unclear how the US Treasury and State Department will interpret and enforce related sanctions. 3) Ali Vaez, Iran Project Director of the Crisis Group's Iran Project, joins to discuss the conflicting views about the whether the US destroyed Iran's nuclear capabilities and whether there is any room for diplomacy in the Israel-Iran conflict. President Trump disputed an intelligence report that found the airstrikes he ordered on Iran had only a limited impact on its nuclear program. The ceasefire between Israel and Iran remains fragile, with a focus on nuclear diplomacy and assessments of how much damage was done to Iran's nuclear program. 4) Alicia Levine, Head of Investment Strategy and Equities at BNY, joins to talk about volatility in equities and offers her S&P target. Traders are shifting their focus to the US economy and how trade risks and fiscal pressures could affect corporate earnings and growth, with a fragile ceasefire between Israel and Iran appearing to hold.
Bloomberg Surveillance