Markets Sell Off on Market and Policy Uncertainty

Markets Sell Off on Market and Policy Uncertainty

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 11th, 2025
Featuring:
1) Connecticut Governor Ned Lamont joins for an extended discussion US politics, working with the Trump administration, managing his state, and the future of the Democratic party. It comes as House Republicans have announced a spending bill to keep government agencies open through September 30, which may lead to a confrontation with Democrats and potentially a government shutdown.2) Margie Patel, Senior Portfolio Manager at Allspring Global Investments, brings us into the market open and discusses whether now is a buying opportunity for equities. President Trump's tariff proposals are causing market turmoil and recession risks, and his team is under pressure to act fast to pass a tax bill and provide an economic boost. Investors remain cautious due to concerns about the American economy, tariffs, and government spending cuts.
3) Stephanie Roth, Chief Economist at Wolfe Research, talks about why she's changing her eco outlook call for 2025. A global stocks selloff eased as US equity futures signaled modest gains on Wall Street. President Trump’s team is starting to warn of short-term pain as they pursue a drastic overhaul of trade and public spending.
4) Lee Klaskow, Senior Transports & Logistics Analyst at Bloomberg Intelligence, joins for a discussion on tariffs and how a brief "disturbance" is bad for freight. President Trump's tariff policies have been marked by reversals and faulty rollouts, causing confusion among US trading partners and businesses.

See omnystudio.com/listener for privacy information.

Episoder(4321)

7am-8am ET: Lew, Choyleva & Corr

7am-8am ET: Lew, Choyleva & Corr

U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis ...

24 Feb 201642min

Silverstein: balance sheets are best drivers of performance now

Silverstein: balance sheets are best drivers of performance now

Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Todd: Nevada caucus not important unless Trump loses

Todd: Nevada caucus not important unless Trump loses

NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Porzecanski: Argentina bond bet suddenly isn't so hot

Porzecanski: Argentina bond bet suddenly isn't so hot

Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this and more with Tom Keene and Michael McKee on Bloomb...

23 Feb 201611min

Cassidy: top 20 banks can manage commodity drop

Cassidy: top 20 banks can manage commodity drop

RBC's Gerard Cassidy weighs in on banks' exposure to the energy collapse on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Feb 201611min

Denbow: China won't cut commodity supply

Denbow: China won't cut commodity supply

USAA's Dan Denbow says China won't scale back its production of commodities, because Beijing's big priority is jobs. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/l...

23 Feb 201612min

Shilling: deflation from Japan concerning central banks

Shilling: deflation from Japan concerning central banks

Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee....

23 Feb 20168min

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski ...

23 Feb 201642min

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