Bloomberg Surveillance

Lisa Shalett, CIO of Wealth Management at Morgan Stanley, shares insights on asset allocation strategies as the S&P 500 hits a strong week, emphasizing adaptability amid market volatility. Meanwhile, Rep. Mike Lawler discusses the contentious tax bill negotiations in Congress, shedding light on the tug of war between tax cuts and fiscal responsibility. Their conversations explore the current economic landscape, touching on the Federal Reserve's policies, labor market dynamics, and the implications of proposed budget changes.

Market strategist Sarah Hunt analyzes the potential volatility in 2025 due to tariffs, while trade tensions ease, lifting the S&P 500. Meghan Robson expresses caution in the credit markets as the Fed hints at rate cuts. Bill Lee highlights the surge in shipping volumes due to a temporary US-China trade truce. Experts discuss the implications of low oil prices and a significant Middle Eastern trip by President Trump. The complex interplay of tariffs, investment strategies, and dollar valuation takes center stage.

Dive into the intricate world of tariffs and their powerful influence on economic policy. Discover how these financial tools affect trade relations and market dynamics. The discussion also sheds light on monetary policy decisions by the Federal Reserve, particularly under Jerome Powell's leadership. Plus, explore the evolving U.S.-China trade relationship as China navigates new economic realities. It's a compelling look at how these factors shape our global economy.

Jamie Dimon, CEO and Chairman of JPMorgan Chase, shares his perspectives on trade wars and market volatility while analyzing the global economy's health. Jim Zelter, President at Apollo Global Management, offers insights into market trends and inflationary pressures amidst growing economic uncertainty. Together, they dissect the complexities of U.S.-China relations, the evolving landscape of banking and investment, and how these factors influence consumer confidence and overall economic sentiment.

Michael Darda, Chief Economist at Roth Capital Partners, shares insights on decreased recession risks spurred by new trade deals. He discusses how recent tax increases might not derail economic stability. Elizabeth Economy, a senior fellow at the Hoover Institution, dives into the complex dynamics of U.S.-China trade relations, emphasizing the importance of navigating tariffs and technology independence. Together, they explore consumer resilience in the face of economic uncertainty, highlighting how high-end spending affects market trends.

Dive into intriguing economic insights as Kenneth Rogoff explores the dynamics of debt and interest rates. The conversation highlights the potential rise in interest rates and its global impact on finance. Rogoff emphasizes the importance of diversified investment strategies to navigate evolving economic landscapes, making this discussion a treasure trove for anyone interested in financial foresight.

The discussion dives into the strength of the U.S. dollar amidst trade tensions and evolving economic landscapes. Experts analyze risks related to global growth and inflation. Insights on American consumer spending reveal trends shaped by wage growth and market dynamics. The impacts of tariffs on the Federal Reserve's forecasts are debated, alongside interest rate strategies. The conversation also touches on selective investments in China's equity market, highlighting tech and finance opportunities against a backdrop of geopolitical shifts.

Ken Rogoff, a Harvard professor and former IMF chief economist, discusses the precarious status of the dollar as a global reserve currency and the potential repercussions of U.S. policies on its strength. Wei Li, BlackRock's Chief Global Investment Strategist, dives into the impact of recent tariff cuts on U.S.-China relations, stock market rebounds, and ongoing concerns about persistent inflation. Together, they analyze the intricate interplay between economic strategies, investor sentiment, and the shifting landscape of global finance.

Dive into the latest market trends as experts unravel the intricate ties between inflation, retail sales, and consumer behavior. Discover how the U.S. economy shapes global trade, especially the rising influence of Asian markets. Gain insights into stock picking strategies in a tech-dominated landscape and explore innovative tools that can propel business growth internationally. This conversation is packed with valuable perspectives on navigating today’s complex economic environment.

John Lipsky, former managing director of the International Monetary Fund, shares insights on the US economy and global risks, discussing inflation and the impact of tariffs on markets. Brian Wieser, Principal at Madison and Wall, analyzes advertising trends as upfronts begin and the effects of economic uncertainty on ad spending. The conversation also highlights shifting consumer behavior amidst trade tensions and the evolving dynamics of digital versus traditional advertising, leaving listeners with thought-provoking perspectives on current economic challenges.