Bloomberg Surveillance Bloomberg Surveillance TV: June 4, 2025
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Jun 4, 2025 Kate Moore, CIO at Citi Wealth, shares her insights on the equity landscape in 2025, emphasizing how strong job data is fueling market rallies despite escalating trade tensions. She explores the potential implications of U.S. trade policies on the economy, particularly with China. Guests like Jim Caron discuss warning signs from the bond market, while Wendy Schiller analyzes legislative impacts from current trade negotiations. The conversation also touches on the possibility of multiple rate cuts by the end of 2025, highlighting a crucial crossroads for investors.
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Large Caps Cautious Amid Trade Uncertainty
- Large cap companies are cautious about capital expenditure due to trade uncertainty.
- Companies prefer waiting for clearer tariff impacts before making big investment decisions.
Dollar Dominance Remains Strong
- The dollar remains dominant due to no viable currency alternative yet.
- Incremental shifts toward other currencies could gradually impact the dollar's position over time.
Trade Policy Fuels Market Instability
- Tariff and trade policy uncertainty injects instability into markets and policy.
- Changes in trade rules can quickly ripple through consumer confidence and congressional actions.