Court Blocks Trump Global Tariffs as Nvidia Lift Markets

Court Blocks Trump Global Tariffs as Nvidia Lift Markets

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 29th, 2025
Featuring:
1) Anastasia Amoroso, Chief Investment Strategist at iCapital, joins to talk about a resilient US economy and momentum in markets in spite of Washington uncertainty. After a US court blocked the bulk of President Donald Trump's import tariffs, it led to widespread gains in risk assets and lifted investor sentiment.
2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Nvidia earnings and discusses the outlook for the company and Big Tech. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment.
3) Andrew Gilbert, Partner at ECP, joins to discuss demand for AI data centers and the immense growth opportunity following another Nvidia earnings. Nvidia's CEO Jensen Huang is concerned about US trade restrictions on China hindering the company's long-term growth, and is appealing to the Trump administration to allow chip production for China again.
4) Wendy Schiller, professor at Brown University, discusses the latest DC headlines and how a US court blocking President Trump's tariff policy could affect his presidency and potentially his legacy. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Paramount's relationship with the White House and Bloomberg's story on how AI is impacting hiring at Salesforce.

See omnystudio.com/listener for privacy information.

Episoder(4366)

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

Jacobsen: markets will see volatility in March

Jacobsen: markets will see volatility in March

Saxobank's Steen Jacobsen weighs in on the markets in March and why he expects more volatility. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pri...

25 Feb 201612min

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

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