Bloomberg Surveillance

Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses the impact of China-US tariffs on stocks and the cautious attitude among investors due to economic uncertainties. Meanwhile, Brian Belski, Chief Investment Strategist at BMO Capital Markets, remains bullish on the S&P, emphasizing the potential for stock gains despite recent market fluctuations. They both analyze the intricate dynamics between trade negotiations and market performance, shedding light on the relationship between stocks and bonds amid ongoing geopolitical tensions.

Insightful discussions reveal how rising bond yields intersect with the U.S. economy. The S&P 500 index shows surprising resilience, even amid fears of a mini debt crisis. Experts weigh in on geopolitical tensions, especially the implications of Russia's actions in Ukraine. This episode offers a deep dive into current financial landscapes and their potential impact on markets.

Torsten Slok, Chief Economist at Apollo, provides a deep dive into the current state of the US economy, highlighting recent data trends. He discusses the implications of tax cuts and their effects on fiscal policy, alongside potential risks in long-dated U.S. bonds. The conversation touches on growth challenges, inflation pressures, and evolving credit risks, urging caution in investment strategies. Slok's insights contextualize market behaviors, offering listeners a clearer picture of what's ahead in the economic landscape.

Ed Yardeni, President at Yardeni Research, shares his insights on the implications of Moody's downgrade of U.S. debt and its potential impact on equity markets. He discusses the market's recent pause, the weight of tariffs on corporate profits, and the outlook for the S&P 500. The conversation also touches on the increasing concerns from global investors regarding U.S. Treasury holdings, strategic investment during economic uncertainties, and the shifting landscape of international attention towards European markets.

Dive into the fascinating world of bond dynamics and their impact on financial markets. Discover the critical relationship between bond yields and investor strategies focused on income and diversification. The discussion also unpacks the complexities of U.S. interest rates in a post-pandemic economy. Understand how these shifting rates influence debt structures and contribute to market volatility. It's an insightful look into the forces shaping today's economic landscape.

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the intricacies of tax bill negotiations and President Trump's economic agenda. The discussion reveals the impact of the recent Moody's credit downgrade on long-term Treasury yields. Lowe highlights how tariffs are affecting consumer prices and the broader market, while also addressing strategies for businesses in today's volatile economic landscape.

Meredith Whitney, CEO of Meredith Whitney Advisory Group, shares her projections for the US economy and banks, including a troubling forecast of 6% unemployment by 2025. George Bory, Chief Investment Strategist at Allspring, discusses the rising Treasuries following a US credit downgrade, while Dean Curnutt from Macro Risk Advisors analyzes imminent bond market challenges. Jamie Patton of TCW provides insights on market trends and the potential for rate cuts in 2025, as the landscape shifts amid growing economic concerns.

Discover the untapped market of Latino sports fans, boasting over $3.6 trillion in buying power. The discussion emphasizes their rising influence in the sports industry and the need for brands to engage with this vibrant demographic. Missed opportunities become apparent as data reveals their growing viewership during major events. Marketing strategies focused on cultural relevance are essential for fostering loyalty, with athletes playing a pivotal role in connecting with these fans.

Dive into a lively exploration of business dynamics that impact our daily lives. The hosts blend insights on investing and consumer choices with humorous anecdotes. They unravel complex economic concepts, making them accessible. From Federal Reserve meetings to the quirky world of wolf cloning, this conversation takes you behind the scenes of financial decision-making. Get ready for a fresh perspective on what influences our markets and the pulse of the economy!

This discussion dives into the current market landscape, highlighting reactions to long-term yields and GDP statistics. Insights on U.S.-Japan trade negotiations, particularly concerning Toyota imports and tariffs, provide a political backdrop. The intricacies of international trade are examined, emphasizing non-tariff barriers and the role of national oil companies like Aramco. Financial dynamics of oil pricing are also explored, alongside mentions of innovative business internet services and AI tools.