Bloomberg Surveillance Bloomberg Surveillance TV: July 7th, 2025
16 snips
Jul 7, 2025 
Dan Ives, Global Head of Technology at Wedbush Securities, shares insights on Tesla's stock amidst Elon Musk's political battles, posing questions about stability. Ben Laidler, Head of Equity Strategy at Bradesco Securities, discusses a cautious yet optimistic outlook for equities, hinting at potential S&P growth despite market volatility. The conversation navigates the intersection of politics and business strategy, and how global tariffs are shaping the investment landscape as 2025 approaches.
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Market Reset Amid Tariff Uncertainty
- Despite uncertainty, markets are adjusting to a "back to reality" scenario regarding tariffs.
- This reset reflects a gradual return to pre-tariff volatility rather than a major shock to equities.
U.S. vs. Global Market Outlook
- U.S. exceptionalism in markets remains but returns will be more average at about 10%.
- International markets, especially Latin America, offer attractive valuations and growth prospects amid a weaker dollar.
Trump Put Weakening in Markets
- "Trump put" market support is weaker than before despite high market levels and political victories.
- The uncertainty from potential renewed trade conflict threatens U.S. economic growth and market confidence.