How Equities are Pricing in Trump Policies

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025
Featuring:

• Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course
• David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing, and also outlines upside inflation risks
• Wendy Schiller, professor at Brown University, on the slew of headlines out of Washington and President Trump's newfound imperialism in his first three weeks of his second term
• Lisa Mateo on newspapers

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