Bloomberg Surveillance

Bloomberg Surveillance TV: March 25, 2025

Mar 25, 2025

Libby Cantrill, Head of US Public Policy at PIMCO, dives into the tangled web of trade policy and its legal ramifications. She discusses the level of policy clarity traders can expect as critical deadlines approach. The conversation also touches on the potential impacts of tariffs on both US and global economies, emphasizing how these factors could shift market dynamics and consumer behavior. Cantrill stresses the importance of cohesive strategies amidst economic uncertainty to foster stable investment environments.

30:39

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Libby Cantrill

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Quick takeaways

Market experts emphasize the need for clear policy communication to instill confidence and encourage investment amidst ongoing economic uncertainty.

Analysts express cautious optimism about global market diversification, noting that the future hinges on the strength of the dollar and corporate earnings.

Deep dives

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Intro

3min

Market Dynamics and Future Outlook

7min

The Ripple Effects of Tariffs on Global Markets

3min

Navigating Economic Uncertainty

14min

Understanding Congressional Appropriations and the Importance of Investment Platforms

3min

Trump's Economic Vision: Rates, Growth, and Deficits

5min

Germany's Spending Spree: Economic Implications and Market Reactions

4min

- Cam Dawson, CIO at NewEdge Wealth
- Claudio Irigoyen, Head: Global Economics Research at Bank of America Securities
- Libby Cantrill, Head of US Public Policy at PIMCO
- Sonal Desai, CIO: Fixed Income at Franklin Templeton

Cam Dawson, CIO at NewEdge Wealth, discusses the outlook for equities and whether rotation will continue out of US stocks. Bank of America's Claudio Irigoyen discusses how tariffs will impact the US and global economies. Libby Cantrill of PIMCO talks about whether traders could or should expect more policy clarity in the coming weeks leading up to April 2. Sonal Desai, CIO: Fixed Income at Franklin Templeton, on the signals about the US economy coming from the bond market.

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