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(4380)

Ghahramani: G-20 needs to assure markets

Ghahramani: G-20 needs to assure markets

SGH Macro Advisors' Sassan Ghahramani says the G-20 needs to deliver the message that policy makers aren't out of ammunition on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

26 Feb 201611min

Hormats: china working to improve communication to markets

Hormats: china working to improve communication to markets

Kissinger Associates' Bob Hormats discusses generational shifts in China as the G-20 meets in Shanghai on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

26 Feb 20168min

Hormats: countries need to be concerned about devaluation

Hormats: countries need to be concerned about devaluation

Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

26 Feb 201612min

7am-8am ET: Hormats & Ghahramani

7am-8am ET: Hormats & Ghahramani

Kissinger Associates' Bob Hormats says most countries are concerned about the amount of currency volatility and competitive currency devaluation. SGH Macro Advisors' Sassan Ghahramani discusses the G-...

26 Feb 201642min

Admati: banks taking resources from rest of the economy

Admati: banks taking resources from rest of the economy

Stanford's Anat Admati says it shouldn't be a national objective for U.S. banks to be globally competitive. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener ...

25 Feb 201612min

Finkelstein: political race attracting more business candidates

Finkelstein: political race attracting more business candidates

Tuck School of Business Professor Sydney Finkelstein discusses his new book "Superbosses" and weighs in on the U.S. political race. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee...

25 Feb 201611min

Piazza: oil needs to see better sentiment on the demand side

Piazza: oil needs to see better sentiment on the demand side

Bloomberg's Vince Piazza says there is still a lot of wood to chop when it comes to oil and markets need to see better sentiment from the demand side before prices start to stabilize. He speaks on Blo...

25 Feb 201611min

Jacobsen: the Yen remains the most important Asia currency

Jacobsen: the Yen remains the most important Asia currency

Saxobank's Steen Jacobsen says China has the ability to contain its problems and so the Yen is where investors need to pay attention. He speaks on Bloomberg Surveillance with Tom Keene and Michael McK...

25 Feb 20168min

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