Bloomberg Surveillance cover image

Bloomberg Surveillance

Risks Facing Markets and Retail in 2025

Dec 2, 2024
Henrietta Treyz, a managing partner at Veda Partners and expert on D.C. political and economic dynamics, dives into pressing issues facing markets in 2025. She discusses the implications of strategic appointments by the President-elect and their influence on tariffs and trade relations. Treyz also explores the challenges retailers face from misinformation campaigns amidst changing consumer behaviors, emphasizing how the industry must adapt to maintain profitability in today's landscape.
33:11

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The infrastructure investments fueled by recent legislation are expected to significantly impact related industries, driven by increased federal funding and revitalization efforts.
  • Investor caution is warranted in the fixed income market as interest rate predictions remain uncertain amid economic resilience and potential inflationary pressures from tariffs.

Deep dives

Impact of Landmark Infrastructure Legislation

Recent landmark infrastructure legislation aims to significantly enhance American infrastructure development, marking a critical shift in investment priorities. Companies involved in this sector are expected to benefit from increased federal funding allocation, which emphasizes the importance of revitalizing aging infrastructure across the nation. The GlobalX U.S. Infrastructure Development ETF, for instance, plays a crucial role in channeling investments into firms dedicated to this massive undertaking, thereby impacting various related industries. However, potential investors are reminded to weigh the risks involved, including exposure to economic fluctuations, regulatory changes, and other external factors that could influence performance.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode