Bloomberg Surveillance TV: March 25, 2025

Bloomberg Surveillance TV: March 25, 2025

- Cam Dawson, CIO at NewEdge Wealth
- Claudio Irigoyen, Head: Global Economics Research at Bank of America Securities
- Libby Cantrill, Head of US Public Policy at PIMCO
- Sonal Desai, CIO: Fixed Income at Franklin Templeton

Cam Dawson, CIO at NewEdge Wealth, discusses the outlook for equities and whether rotation will continue out of US stocks. Bank of America's Claudio Irigoyen discusses how tariffs will impact the US and global economies. Libby Cantrill of PIMCO talks about whether traders could or should expect more policy clarity in the coming weeks leading up to April 2. Sonal Desai, CIO: Fixed Income at Franklin Templeton, on the signals about the US economy coming from the bond market.

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Episoder(4363)

7am-8am ET: Jacobsen, Piazza & Finkelstein

7am-8am ET: Jacobsen, Piazza & Finkelstein

Saxobank's Steen Jacobsen says March will be ugly for the markets and economic data. Bloomberg's Vince Piazza discusses oil production and the impact on oil prices. Tuck School of Business Professor S...

25 Feb 201642min

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

Stanford's Anat Admati says banks are taking away resources from the rest of the economy. Former SEC Chairman Arthur Levitt discusses the relationship between state and federal regulators in the pursu...

25 Feb 201642min

Elliot: restaurant landlords are holding out for better deals

Elliot: restaurant landlords are holding out for better deals

Bloomberg's Peter Elliot says that most landlords of dining spaces are prepared to hold out for a restaurant that will pay top dollar. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.Se...

25 Feb 201611min

Weisenthal: narrative on negative rates is less negative

Weisenthal: narrative on negative rates is less negative

Bloomberg Markets' Joe Weisenthal says that the narrative on negative rates has become less negative in the past 2 weeks. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio....

25 Feb 201611min

Wraith: UK more dynamic than euro zone

Wraith: UK more dynamic than euro zone

UBS Head of UK Rates Strategy John Wraith says the UK's economic outperformance of the rest of Europe makes it harder to justify staying in the EU. He joins Tom Keene and Michael McKee on Bloomberg Su...

25 Feb 20168min

Wraith: sterling's slide can have benefits

Wraith: sterling's slide can have benefits

UBS Head of UK Rates Strategy John Wraith says that the pound's fall has benefits to the UK, so long as the currency is stable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

25 Feb 201612min

8am-9am ET: Wraith & Behravesh

8am-9am ET: Wraith & Behravesh

UBS Head of UK Rates Strategy John Wraith discusses how the pound is plagued by 'Brexit'. And IHS Chief Economist Nariman Behravesh looks at linkages between oil prices and consumer spending. All this...

25 Feb 201642min

Corr: oil producing countries in market share battle

Corr: oil producing countries in market share battle

Corr Analytics' Anders Corr says oil producing countries are in a market share battle. He also discusses how the U.S. presidential election is affecting overseas markets. He speaks on Bloomberg Survei...

24 Feb 201611min

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