Bloomberg Surveillance

Nisha Patel, a portfolio manager at Parametric known for her expertise in municipal bonds, discusses recent underperformance in municipal bonds and strategies for tax loss harvesting. Peter Tchir, Head of Macro Strategy at Academy Securities, delves into the complexities of global trade, particularly the uncertainties brought by upcoming tariff announcements. Their insights reveal how these tariffs could shake markets, impact consumer goods, and challenge investor sentiment amid a shifting economic landscape.

Dive into the intricate dance between economics and media as a former Fed vice chair shares insights on trade tariffs and market sentiments. Discover how platforms like YouTube are reshaping entertainment and altering consumer preferences. The discussion highlights the stark contrasts between long-form and short-form content, shedding light on the strategies creators need to thrive in today's competitive landscape. It's a captivating exploration of economic uncertainty and media adaptation!

Francisco Blanch, Head of Global Commodities & Derivatives Research at Bank of America, dives into the shifting landscape of commodities amid growing equity uncertainty. He discusses the surging demand for gold fueled by geopolitical tensions and central bank purchases. The conversation highlights how proposed tariffs could impact the economy and drive investment strategies. With insights on the resilience of economic indicators and wealth management solutions, Blanch sheds light on navigating today's tumultuous financial terrain.

Rich Clarida, former Fed Vice Chair and Global Economic Advisor at PIMCO, shares insights on the uncertainty brought by Trump's upcoming tariff announcement and its potential implications for markets. Michael Nathanson from MoffettNathanson discusses YouTube's remarkable growth, forecasting it to overtake Disney as the largest media company. Nancy Lazar, Chief Global Economist at Piper Sandler, explores the potential impacts of tariffs on inflation and U.S. consumer prices, highlighting fears of disruption to supply chains amidst rising economic anxiety.

Discover the latest stock market trends with a focus on consumers and tech. Biotech stocks are buzzing, with Celsius Holdings soaring after a positive upgrade. Meanwhile, a conservative media IPO made headlines with a jaw-dropping 683% jump on its debut. Explore how these movements reflect market demand and what awaits with upcoming earnings reports. Don’t miss insights into classic brands in the energy drink sector competing for consumer attention!

Discover the fascinating intersection of investing and mental health, where online therapy meets financial strategy. Dive into the complexities of the Ukraine conflict and how it shapes global trade dynamics. Explore the challenges European nations face and U.S. economic strategies that hint at isolationism. Unpack the influence of AI on productivity alongside insights into mental wellness and innovative approaches to financial planning and philanthropy.

Experts discuss the limited near-term upside for US stocks and the prospects for strong economic growth. There's a focus on the upcoming tax legislation and the implications of new tariffs, particularly in the auto industry. The conversation highlights strategic asset allocation amidst market uncertainty and how President Trump's tariffs might affect various sectors. Additionally, the podcast explores innovative financial planning tools and the rising role of AI in shaping business strategies.

Neil Dutta, Head of Macro Research at Renaissance Macro Research, delves into the impact of looming US tariffs on the economy, highlighting a staggering $5 trillion loss in market value. Brian Belski, Chief Investment Strategist at BMO Capital Markets, questions the sustainability of bullish equities amid recession fears and tariff uncertainties. The discussion also touches on the interconnectedness of markets and investment strategies, emphasizing the importance of long-term views during periods of volatility.

French Hill, a U.S. Representative from Arkansas and Chairman of the House Financial Services Committee, shares insights on economic priorities and the implications of tariffs on the U.S. economy. Jim Bullard, Dean of the Purdue University Business School and former Federal Reserve president, weighs in on inflation and monetary policy. They discuss strategies for navigating potential recession risks, shifting investment opportunities, and the impact of consumer spending trends on market dynamics, offering a comprehensive view on current economic challenges.

Stephanie Roth, Chief Economist at Wolfe Research, and Lauren Goodwin, Chief Market Strategist at New York Life, delve into the implications of recent PCE data and the upcoming tariffs set by President Trump. They highlight the potential inflation risks and their impact on consumer spending and investment trends. Mike Haridopolos, a Republican US House Representative, discusses political dynamics surrounding these tariffs and their effects on economic policies. The conversation reveals tough challenges businesses face amidst shifting market conditions.