Bloomberg Surveillance Bloomberg Surveillance TV: December 9th, 2025
6 snips
Dec 9, 2025 
Eswar Prasad, a Senior Fellow at the Brookings Institution, dives into pressing economic topics. He explores the risks of exporting high-end technology to China, weighing short-term gains against long-term security concerns. Prasad highlights China's expertise in commercializing innovations and its strategy of increasing overseas investments amid rising export barriers. He also discusses the complexities of U.S. foreign policy, suggesting mixed signals could undermine strategic objectives while affirming the enduring power of the U.S. financial system.
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Normalization After An Extreme Hike Cycle
- John Stoltzfus argues normalization follows an extreme hike cycle and inflation is slowly moving toward target levels.
- He sees the Fed balancing stimulus and jobs, creating a constructive backdrop for markets.
AI Adoption Extends Beyond Traders
- Stoltzfus says AI adoption is real and broad across industries, not just hype among traders.
- He expects markets to rotate quickly between short-term trading and longer-term investor buying.
Trade Tensions Are A Strategic Chess Game
- Stoltzfus frames U.S.-China trade as a chess match where both sides ultimately prefer trade over conflict.
- He warns markets dislike uncertainty but can profit from short-term volatility and long-term investors buying oversold assets.