Bloomberg Surveillance Bloomberg Surveillance TV: April 21, 2025
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Apr 21, 2025 Barbara Doran, CEO and CIO at BD8 Capital Partners, shares her insights on market stability amid Federal Reserve uncertainties and President Trump's comments on economic policies. Leland Miller, CEO at China Beige Book, discusses the impact of the intensifying U.S.-China trade war on the Chinese economy. Cam Dawson, CIO at NewEdge Wealth, contemplates the potential for equities to rebound in 2025 after a volatile start to the year, highlighting the challenges investors face in navigating this unpredictable landscape.
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Dollar Weakness Amid Tariffs
- The dollar is weakening despite tariffs rising, which contradicts usual flight-to-safety behavior.
- This signals doubts about the dollar's role as a reliable safe haven amid policy uncertainty.
Selective Buying Amid Tariff Uncertainty
- Avoid wholesale buying in volatile markets without tariff clarity.
- Consider buying selectively if tariffs stabilize and more certainty emerges.
Tariff Talk Over Fed Fears
- Market concern over Fed chair Powell's potential removal is more bark than bite currently.
- Trump's administration will likely focus on tariff deals and tax cuts to stabilize markets.