Bloomberg Surveillance Bloomberg Surveillance TV: November 17th, 2025
23 snips
Nov 17, 2025 
Torsten Slok, Chief Economist at Apollo Global Management, predicts mixed economic data post-shutdown and warns about inflation risks. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, explores how Nvidia's earnings could influence market trends and the tech sector's health amidst consumer struggles. Terry Haines, Founder of Pangaea Policy, discusses the U.S. strategy for leveraging trade negotiations with China and India, particularly regarding Russia sanctions. Stephen Parker from J.P. Morgan offers insight on the AI-driven investment landscape and portfolio strategies for inflationary pressures.
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Reacceleration Possible In 2026
- Torsten Slok argues the U.S. economy may reaccelerate into 2026 due to easier financial conditions and fading trade-war shocks.
- He sees stimulus and election-year dynamics as additional tailwinds that markets are underestimating.
Risk Of Premature Fed Cuts
- Slok warns that cutting rates into a period of sticky 3% inflation would be a major policy mistake.
- He believes inflation may have more upward tailwind than consensus expects over coming quarters.
Balance Portfolios Ahead Of Nvidia
- Sarah Hunt says NVIDIA's earnings will set the market tone ahead of payrolls and corporate retail reports.
- She recommends balancing portfolios with value and dividend names to weather tech volatility.