Equities Enter Correction as Tariffs Weigh Down Markets

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.

Episoder(4318)

Bloomberg Surveillance TV: February 23th, 2026

Bloomberg Surveillance TV: February 23th, 2026

Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at the Center for Strategic & International Studies Kate Kalutkiewicz, Senior Managing Director: Trade Practice at McLarty Associa...

23 Feb 20min

Trump Tariff Defeat Throws Trade Deals Into Doubt

Trump Tariff Defeat Throws Trade Deals Into Doubt

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, February 23rd, 202...

23 Feb 33min

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings b...

22 Feb 16min

Single Best Idea with Tom Keene: Anastasia Amoroso & Dina Esfandiary

Single Best Idea with Tom Keene: Anastasia Amoroso & Dina Esfandiary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Partners Group’s Anastasia Amoroso & Dina Esfand...

20 Feb 2min

Bloomberg Surveillance TV: February 20th, 2026

Bloomberg Surveillance TV: February 20th, 2026

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Alicia Reese, Senior VP: Equity Research at Wedbush Securities Jitania Kandhari, Managing Direc...

20 Feb 24min

US Eco Data in Focus as Iran Tensions Simmer

US Eco Data in Focus as Iran Tensions Simmer

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 20th, 202...

20 Feb 34min

Single Best Idea with Tom Keene: Liz Ann Sonders & Mishal Husain

Single Best Idea with Tom Keene: Liz Ann Sonders & Mishal Husain

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Charles Schwab’s Liz Ann Sonders and Mishal Husa...

19 Feb 3min

Bloomberg Surveillance TV: February 19th, 2026

Bloomberg Surveillance TV: February 19th, 2026

Featuring: Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures Edward Mills, Managing Director & Washington Policy Analyst at Raymond James Daniel Flax, Managi...

19 Feb 18min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
pengesnakk
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
stormkast-med-valebrokk-stordalen