Bloomberg Surveillance

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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert Kaplan & Stephanie Roth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Abigail Yoder, a strategist at JPMorgan, shares key insights on earnings season and its potential impact on equity markets. Kelly Ann Shaw, a partner at Hogan Lovells and former Trump trade advisor, delves into the complexities of ongoing U.S.-China trade negotiations, exploring potential deals. Neil Dutta, head of U.S. economic research at Renaissance Macro, discusses whether the data points toward a bullish outlook or an impending economic slowdown. Together, they navigate the intricate interplay of market dynamics and global trade challenges.

Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, offers insights into the structural changes in the U.S. economy. He discusses the implications of the upcoming Federal Reserve decision on interest rates and the job market, highlighting concerns over Fed independence. Kaplan sheds light on the volatility of trade policies and their influence on corporate earnings. His perspective is a mix of economic analysis and strategic foresight during these uncertain times, painting a vivid picture of the financial landscape ahead.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Hornbach and Tim Adams. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Adewale Adeyemo, former Deputy Secretary at the US Treasury, discusses market fluctuations and potential Treasury interventions to bolster the economy. Jason Thomas from Carlyle Group shares insights on the US equity market amidst ongoing trade negotiations. Adena Friedman, CEO of Nasdaq, provides an overview of recent earnings and the IPO landscape, emphasizing the cautious approach of investors in volatile times. The conversation highlights the complexities of US-China relations and the implications for future economic strategies.

Bob Michele, CIO of Fixed Income at JPMorgan Asset Management, shares insights on the bond market and the expected impact of Fed policies. Tim Adams, CEO of the Institute of International Finance, discusses his talks with the US Treasury regarding the IMF's critical roles. Meghan Graper, Global Head of Debt Capital Markets at Barclays Capital, highlights the brighter side of uncertainty in investment-grade credit amid possible trade deals with China. Together, they explore the intricate dynamics of global finance and the evolving landscape of economic policy.

Dive into the intricate world of global commerce and sanctions as experts analyze the political landscape's effect on economies. U.S.-Russia tensions take center stage, with a push for decisive actions and discussions on labor market dynamics. Retail challenges are spotlighted, including the dreaded empty shelves and the ongoing supply chain crisis. Discover innovative solutions for small businesses, like leveraging Verizon's initiatives and Amazon Business to streamline operations. It's a captivating blend of politics, economics, and practical business insights!

Philip Lane, Chief Economist at the European Central Bank, shares insights on trade uncertainty and its impact on economic resilience in Europe. Jenny Johnson, CEO of Franklin Templeton Investments, discusses the importance of asset allocation amidst volatile market conditions influenced by trade policies. Both delve into how investors perceive opportunities despite geopolitical tensions and the evolving landscape of global trade. Their conversation emphasizes the importance of strategic investment moves in navigating the complexities of today’s financial environment.

Jean Boivin, Head of the BlackRock Investment Institute, shares insights on the ongoing global economic transformation and U.S. trade policy. He warns of the risks of high-friction relations between the U.S. and China, stressing the need for cooperation. The discussion dives into how tariffs affect U.S.-Canada relations, especially in manufacturing, and the potential shifts in trade dynamics. Boivin also reflects on the importance of trust in the global economy and the implications of geopolitical tensions on future negotiations.