Bloomberg Surveillance

Discover the surprising impact of recent events like the Los Angeles fires and new research on Greenland's size. Learn how a key media figure is shaping tech stock advice. Dive into Apple's struggles amid economic challenges, including regulatory pressures and conditions in China. This conversation emphasizes the connection between economic health and mental well-being, showcasing the importance of mental health support in today’s landscape.

Mike Wilson, Morgan Stanley's Chief US Equity Strategist, dives into equity markets, discussing market choppiness and bullish sentiments for 2025. He highlights the relationship between rising interest rates and stock performance. Mike Lawler, a Republican Representative from New York, shares insights on executing President-elect Trump's policy agenda, focusing on tax reforms and SALT deductions. They emphasize the need for bipartisan efforts in tax policy, while also exploring investment opportunities in the financial and energy sectors.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025Featuring: Rich Clarida, Global Economic Advisor at PIMCO, joins for an extended discussion about the Fed and markets Lindsay Newman, geopolitical risk analyst and columnist at GZero Media, on geopolitical assertions from President-elect Trump's press conference Tuesday and what it means for the US and its allies Craig Moffett, founding partner at MoffettNathanson, discusses why the firm downgraded Apple to "sell" Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Delve into the intriguing economic forecasts for 2025, highlighting Greenland’s unique role. Discover insights into currency dynamics, historical financial crises, and how investment strategies are evolving. The conversation also tackles the allure of private equity and private credit, stressing the need for thorough due diligence, while emphasizing mental health support's critical role in today's fast-paced investment landscape.

Experts discuss rising treasury yields potentially signaling a financial turning point. The former Federal Reserve president shares insights on interest rates and the US economic outlook. A Republican Representative outlines his priorities as the new Chairman of the House Financial Services Committee under a second Trump administration. Additionally, the conversation examines the implications of recent Fed rate cuts on overall economic trends, while touching on modern payment solutions and skincare innovations.

Get ready for a deep dive into 2025's market surprises and potential economic shifts! Experts unpack recession risks and the psychological toll on investors. Discover insights on currency dynamics, particularly the dollar-yen relationship, and how interest rates might influence gold investments. The discussion also touches on U.S. national security challenges, including the evolving role of the FBI and corporate power dynamics. Plus, there's a glimpse into the sandwich generation's struggles and a delightful culinary journey from Denmark to Iceland!

Explore the intriguing economic landscape as experts tackle the forecasting challenges of 2025. Discover how shifting immigration patterns may influence employment data. Delve into the implications of tariffs and currency fluctuations, particularly with the Chinese yuan amidst its real estate turmoil. This conversation highlights the complexities of navigating today's economy with a focus on trends that could reshape the financial future.

Liz Young Thomas, the Head of Investment Strategy at SoFi, shares her outlook on equities in 2025, emphasizing potential choppiness ahead. Meanwhile, David Malpass, former President of the World Bank, analyzes the economic and geopolitical landscape under a possible second Trump administration. They discuss the rising importance of healthcare investments, the implications of tariffs, and the challenges posed by national debt. Additionally, they critique the Federal Reserve’s communication and suggest ways to enhance transparency in these uncertain times.

Janno Lieber, CEO of the MTA, sheds light on New York City's congestion pricing initiative, aiming to alleviate traffic woes and improve taxi services. He discusses the potential benefits for public transport and the need for inclusive solutions for low-income commuters. Lieber also addresses urban safety concerns, linking public fears with necessary subway infrastructure improvements. The conversation unpacks innovative strategies for managing urban congestion while enhancing commuter experiences, making for a riveting discussion on future transport challenges.

Mike Johnson's victory as House Speaker creates new dynamics in Congress. With a slim Republican majority, he faces significant challenges, especially dealing with conservative factions and Trump's influence. The discussion touches on urgent issues like border security and the necessity of bipartisanship. There's also a look at the DOGE panel's efforts toward government reforms amid skepticism. Tensions rise as immigration and tax priorities clash within the House, revealing the complexities of current political landscapes.