Bloomberg Surveillance

Bloomberg Surveillance TV: April 28, 2025

Apr 28, 2025

Abigail Yoder, a strategist at JPMorgan, shares key insights on earnings season and its potential impact on equity markets. Kelly Ann Shaw, a partner at Hogan Lovells and former Trump trade advisor, delves into the complexities of ongoing U.S.-China trade negotiations, exploring potential deals. Neil Dutta, head of U.S. economic research at Renaissance Macro, discusses whether the data points toward a bullish outlook or an impending economic slowdown. Together, they navigate the intricate interplay of market dynamics and global trade challenges.

31:26

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Episode guests

Neil Dutta

Kelly Ann Shaw

Abigail Yoder

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The current earnings season highlights a mixed outlook as companies navigate economic uncertainty while attempting to manage consumer demand and inventory levels.

The ongoing complexities in U.S.-China trade relations hinder meaningful agreements, creating a strategic stalemate affecting global trade dynamics.

Deep dives

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Intro

2min

Navigating Economic Uncertainties

7min

Navigating Trade Tensions

4min

Navigating Trade Challenges

13min

Navigating U.S. Assets and Economic Trends

4min

Market Dynamics and Economic Outlook

4min

Trade Tensions and Federal Reserve Leadership Debates

4min

- Neil Dutta, Head: US Economic Research at Renaissance Macro
- Kelly Ann Shaw, Partner at Hogan Lovells US
- Abigail Yoder, Strategist: US Equity at JPMorgan
- Amanda Lynam, Head: Macro Credit Research at BlackRock

Neil Dutta, Head: US Economic Research at Renaissance Macro, joins to discuss whether he's becoming more bullish on the US economy or whether he believes data indicates an incoming slowdown. Kelly Ann Shaw, Partner at Hogan Lovells US, discusses the latest on President Trump's trade negotiations and what potential trade deals could look like at this stage. Abigail Yoder, Strategist: US Equity at JPMorgan, looks ahead to this week's earnings and whether they could provide a boon for equities. Amanda Lynam, Head: Macro Credit Research at BlackRock, discusses spreads in corporate bonds and what the bond market is indicating about the US economic backdrop.

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