Bloomberg Surveillance14 Maalis 2025

Equities Enter Correction as Tariffs Weigh Down Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 14th, 2025
Featuring:
1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses equities entering a correction and whether now's the right time to buy. the S&P 500 has fallen into its first 10% correction in almost two years, with concerns over President Trump's trade war and its impact on the economy. the market is pricing in a recession risk much bigger than credit markets.
2) Matt Diczok, Head of Fixed Income Strategy, Chief Investment Office for Merrill and Bank of America Private Bank, on signals from the bond market regarding broader economic concerns.
3) Doug Irwin, professor at Dartmouth and global trade expert, talks about his Foreign Affairs piece on trade policy and tariffs. In a sign of a trade-war escalation, Trump threatened to enact a 200% tariff on European wine, champagne and other alcoholic beverages. Also on Thursday, Trump said he would not repeal tariffs on steel and aluminum that took effect this week, nor back off plans for sweeping reciprocal tariffs on global trading partners set to start as soon as April 2.
4) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, breaks down airline earnings this week. American Airlines and Delta Air Lines have slashed their financial forecasts, citing a rapid reversal of demand trends and a broad weakness in consumer spending. Grim updates from airlines and retailers have added to market sentiment.

See omnystudio.com/listener for privacy information.

Kokeile Premiumia

Nauti 14 päivää ilmaiseksi

Tilaa Premium

Jaksot(4327)

Tech Megacaps Drag US Stocks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Inf...

29 Joulu 202529min

Bloomberg Surveillance TV: December 26th, 2025

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Erin McLaughlin, Senior Economist at The Conference Board Ed Mills, Washington Policy Analyst at Raymond James George Gon...

26 Joulu 202532min

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridg...

26 Joulu 202531min

Bloomberg Surveillance TV: December 24th, 2025

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Mi...

24 Joulu 202535min

Santa Rally Optimism Grows as Stocks Hold Near Record High

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief ...

24 Joulu 202529min

Single Best Idea with Tom Keene: Steven Major & Jim Caron

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan S...

23 Joulu 20253min

Bloomberg Surveillance TV: December 23rd, 2025

Vincent Reinhart, Chief Economist at BNY Dan Skelly, Managing Director at Morgan Stanley Wealth Management Mona Mahajan, Head of Investment Strategy at Edward Jones Peter Supino, Senior Analyst at ...

23 Joulu 202530min

Markets React to Last Major US Eco Data of 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, December 23rd, 2025Featuring:1) Steven Major, Global Macro Advisor...

23 Joulu 202540min

Kaikki yhdessä sovelluksessa

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi yhdessä paikassa.

Sinulle valikoitua sisältöä

Podme-sovelluksessa kokoat suosikkisi helposti omaan kirjastoosi. Saat meiltä myös kuuntelusuosituksia!

Jatka kuuntelua koska tahansa

Voit jatkaa siitä mihin jäit, myös offline-tilassa.

Premium

9,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa

Aloita 14 päivän kokeilu

Premium

13,99 €/kk

Kaikki premium-podcastit
Ei mainoksia
Ei sitoutumista, peruuta koska tahansa
Yksi lisäkäyttäjä

Kokeile 14 päivää maksutta

Suosittua kategoriassa Liike-elämä ja talous

bakkari-tarinoita-tapahtumien-takahuoneista

Tarinat ja äänet, joita rakastat kuunnella

Kuuntele kaikki suosikkipodcastisi ja -äänikirjasi

Lue lisää