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Bloomberg Surveillance TV: March 5, 2025
Bloomberg Surveillance
Global Economic Shift
- Geopolitical and economic relations are undergoing a rapid transformation.
- Germany's fiscal policy shift is the largest in decades, impacting growth, the ECB, and European autonomy.
- The US's haphazard tariff policy is causing self-inflicted economic damage, lowering Fed expectations and US yields.
- This shift reverses earlier expectations, emphasizing the importance of adapting to changing circumstances.
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