Bloomberg Surveillance

Gene Seroka, CEO of the Port of LA, discusses how tariffs are affecting port traffic and the looming dangers for the U.S. economy. He predicts a potential 10% drop in cargo volume, highlighting the uncertainty in trade. Meanwhile, Adam Posen, President of the Peterson Institute for International Economics, shares insights from his article on the pitfalls of trade wars. Both guests dissect the interlinked fates of U.S. and Chinese markets and the ramifications of tariffs on employment and economic growth.

Dive into the world of trading as experts discuss technology's shifting role in investment strategies. Key insights into how leading tech giants are adapting to market pressures and potential tariff impacts on Apple are unveiled. The conversation also highlights the significance of Jobs Day amidst evolving trade dynamics. Plus, explore advancements in digital technology, including Google’s Android Auto, and discover innovative solutions for small businesses in a rapidly changing landscape.

Dan Ives, Global Head of Technology at Wedbush Securities, delves into the latest Big Tech earnings, sharing insights on Apple's upcoming performance and Tesla's evolving leadership. He discusses the implications of trade policies on the tech sector and how companies are strategizing amid uncertainties. The conversation also touches on how consumer confidence and market dynamics are influenced by political policies and tariffs, painting a picture of the complex relationship between the economy and the tech industry.

Dan Ives, Global Head of Technology at Wedbush Securities, delves into the current landscape of big tech earnings. He discusses Tesla's leadership dynamics, addressing rumors about CEO Elon Musk's potential replacement amidst assurances from the board. Ives also provides insights into the implications of the latest tech earnings reports on market sentiments. The conversation highlights the broader context of the U.S.-China trade relationship, touching on how tariffs shape investor confidence and the path ahead for tech giants.

Dive into the complexities of the fixed income market, where emotional factors collide with pricing realities. Discover how recent trade data has skewed GDP estimates, unveiling a record trade deficit that warrants scrutiny. Engage with insights from retired military leaders on rising global tensions and explore economic indicators like unemployment claims. Plus, learn about breakthroughs in automotive tech that could reshape the future. This discussion connects the dots between data and the broader economic landscape.

Max Kettner, Chief Multi-Asset Strategist at HSBC, predicts economic turbulence ahead and the potential for a recession in 2025. Christopher Hughes, co-founder of Facebook, dives into the challenges facing Big Tech as they gear up for Meta's earnings. Former Federal Reserve President Eric Rosengren shares insights on balancing Fed independence with current economic pressures and the outlook for interest rates. Together, they unravel the complexities of navigating the U.S. economy and emerging market opportunities amidst shifting government policies.

Amanda Lynam, Head of Macro Credit Research at BlackRock, and Sinjin Bowron, Senior Portfolio Manager at Beach Point Capital, dive into the complexities of credit markets in today’s uncertain environment. They discuss the implications of corporate credit spreads and the importance of risk assessment in volatile times. The duo also examines the influence of ETFs on investment strategies and economic indicators shaping the market landscape. Insights on adapting to bond yield changes in a weakening dollar provide valuable perspectives for investors navigating this challenging terrain.

Dive into the complexities of U.S.-China relations, where shifts in political actions are reshaping global trade dynamics. Discover the ongoing evaluations of tariff strategies and the impact of China's practices on trade with neighboring nations. The discussion also delves into America's trade policies, highlighting their geopolitical ramifications and the intricate relationship between China's economy and the Federal Reserve's decisions amid global challenges.

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America- Collin Martin, Fixed Income Strategist at Charles Schwab- Kathy Bostjancic Chief Economist at Nationwide- Stephanie Roth, Chief Economist at Wolfe Research Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, joins to discuss the outlook for US equities and whether fundamentals are still in place for a bull run. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses signals from the bond market and outlook for Treasuries. Kathy Bostjancic, Chief Economist at Nationwide, and Stephanie Roth, Chief Economist at Wolfe Research, preview this week's jobs report and talk about the outlook for the US economy and eco data in the US.See omnystudio.com/listener for privacy information.

Elizabeth Economy, an expert on U.S.-China relations from the Hoover Institution, discusses the shifting dynamics of the trade war and U.S. tariffs, emphasizing China's strategic responses. Ethan Harris, former Head of Research at Bank of America, shares insights on the potential economic landscape post-Federal Reserve, shedding light on risks of recession and the evolving role of tariffs. They both highlight the challenges and uncertainties that these trade policies present to international markets and local economies.