The Rally Continues amid Uncertainty Across Markets

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 10th, 2025
Featuring:
1) Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, joins in studio for a discussion on the global impact of tariffs and what to expect from CPI. It comes as the US and China are resuming trade talks in London, aiming to agree on exports of key tech and industrial goods and avoid escalating their trade war. The outcome of the talks is being closely watched by financial markets.
2) Francisco Blanch, Head: Global Commodities at Bank of America Securities, joins to discuss how the trade war is upending agriculture market fundamentals and the outlook for energy and global commodities. It comes as the oil market is expected to be in surplus later this year due to a Saudi-led output surge and increasing production from outside OPEC+. Its trajectory will depend on factors such as OPEC+ output, trade wars, and demand growth.
3) David Doyle, Head of Economics and leads coverage in the Americas at Macquarie, discusses the US labor market and inflation as well as the view from Canada. Despite an increase in optimism from small businesses and market watchers amid an equity market rally, the uncertainty index rose, driven by concerns over President Trump's tariffs and tax legislation, with taxes ranking as the single most important problem.
4) Jeff deGraaf, Head: Technical Research at Renaissance Macro Research, joins for an extended discussion on market fundamentals amid continued policy uncertainty from DC.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including an NYT report on sharing while traveling and Business Insider's story on one Wall Street analyst using AI to predict a major antitrust case.

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