Bloomberg Surveillance Bloomberg Surveillance TV: May 6, 2025
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May 6, 2025 In this discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, shares her insights on equity market trends and the potential impact of trade policies on investors. Jonathan Pingle, Chief US Economist at UBS, dives into the intricacies of the US economy, inflation, and how the Federal Reserve's policies may shift in response to economic pressures. They uncover the challenges of forecasting in a volatile market and emphasize the importance of clear tariff strategies in navigating the financial landscape.
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Delayed Economic Impact of Tariffs
- The real economic effects of tariff-induced trade slowdowns take months to become visible.
- Immediate market reactions often reflect worries, not the actual impact yet.
Trade Clarity and Market Moves
- Market optimism hinges on clarity in trade policies and Fed rate cuts later this year.
- Without clarity, expecting further market gains beyond recent rallies is difficult.
US-Canada Trade Key to Broader Deals
- An unresolved US-Canada trade dispute would signal broader trade tensions, harming markets.
- Settling North American agreements would strengthen US leverage on tougher trade negotiations.