Markets Pricing in Early Trump Policy

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 21st, 2025
Featuring:

• Skylar Montgomery-Koning, FX Strategist at Barclays, talks about whiplash in FX markets and dollar moves
• Jennifer Lee, Senior Economist at BMO Capital Markets, talks about tariff reversals and how the US and Canadian economies could fare in the face of 25% tariffs on Canada and Mexico
• Lori Calvasina, Chief US Equity Strategist with RBC Capital Markets, joins for an extended discussion on markets and the economy
• Dan Tannebaum, partner at Oliver Wyman, joins from Davos to discuss global security in a second Trump term and priorities of global leaders

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