Bloomberg Surveillance

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.

Dan Ives, Head of Global Technology at Wedbush Securities, shares his insights on Tesla’s stock performance and Elon Musk’s influence on the tech giant, emphasizing the effects of tariffs on the auto industry. Amanda Lynam, from BlackRock, discusses the current state of credit spreads and consumer sentiment amid concerns about a growth slowdown. Both guests analyze the potential economic ramifications of ongoing trade policies, highlighting the complexity of the U.S. market landscape.

Julia Pollak, Chief Economist at ZipRecruiter, shares insights on the labor market amidst recent jobless claims and President Trump’s looming auto tariffs. She discusses potential inflation impacts as Core PCE data is awaited. Wendy Schiller, a Brown University professor, offers analysis on the political ramifications of these tariffs and the international backlash, including from the EU and Canada. They explore the implications for U.S. manufacturing jobs and how investors are adjusting strategies in light of these economic uncertainties.

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the unpredictability of policy from the Trump administration and the consequential trade tariffs. Subadra Rajappa, Head of US Rates Strategy at Societe Generale, shares insights on the potential paths for interest rates in the U.S., highlighting the effects of ongoing policy uncertainty. Together, they navigate the intricate relationship between tariffs, consumer behavior, and economic strategies while discussing the uncertainty facing small business owners.

Ayesha Kiani, COO at MNNC Group and an NYU professor, discusses the surge in institutional interest in cryptocurrency amid growing market uncertainty. She highlights how regulatory changes are reshaping the landscape, making crypto more appealing to big players like Fidelity and BlackRock. Kiani also touches on the evolving perceptions of digital assets among younger investors, blending interests in both crypto and AI. The conversation delves into the broader economic implications of these trends and their potential impact on traditional finance.

The hosts delve into the latest financial market trends and share actionable investment strategies. They analyze challenges in sustaining growth while discussing market valuations and their impact on future returns. The conversation emphasizes the importance of technological investments for business advancement. Insightful reflections on historical data enrich the exploration of current and future investment landscapes.

Libby Cantrill, Head of US Public Policy at PIMCO, dives into the tangled web of trade policy and its legal ramifications. She discusses the level of policy clarity traders can expect as critical deadlines approach. The conversation also touches on the potential impacts of tariffs on both US and global economies, emphasizing how these factors could shift market dynamics and consumer behavior. Cantrill stresses the importance of cohesive strategies amidst economic uncertainty to foster stable investment environments.

Cam Dawson, CIO at NewEdge Wealth, dives into the resilience of US equities amidst evolving trade sanctions, arguing that US exceptionalism remains strong. He highlights a recent upswing in stocks, reflecting a cautious optimism in the market. Meanwhile, Michael Darda, Chief Economist at Roth Capital Partners, warns of stagflation risks and discusses how productivity trends may force the Fed to reconsider interest rate cuts amid persistent tariff challenges. Together, they unpack the complex interplay between tariffs and economic indicators.

Dive into today’s stock winners and losers with a quick five-minute analysis. Discover the top performers, especially in the aluminum and steel sectors. Explore the wild swings of CryptoLink stocks. Plus, don't miss the buzz around Amazon's impressive 60% rally. Stay informed on the latest market trends!

Dive into insightful investment strategies that shape today’s market. Discover how asset classes like stocks and cryptocurrencies are evolving in the financial landscape. Explore the importance of price-to-earnings ratios in equity discussions. Get a grip on how declining immigration could impact the economy and non-farm payrolls. This compelling conversation offers a fresh perspective on economic trends and opportunities.