US Exceptionalism amid Moves in Dollar and Treasuries

US Exceptionalism amid Moves in Dollar and Treasuries

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 16th, 2025
Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion on the market backdrop amid the US tariff pause and the near- and long-term risks of a financial accident. Investors get hints of economic sentiment today with Federal Reserve Chair Jerome Powell giving a speech in Chicago and the release of March retail sales today.
2) Dan Ives, Global Head of Technology at Wedbush Securities, on the Nvidia chip restrictions. Technology stocks fell due to new US government restrictions on Nvidia chip exports to China and a disappointing report from ASML Holding NV, wiping out $155 billion in market value.
3) Matt King, founder at Satori Insights, brings us into retail sales and talks about why the US could be on the cusp of a crisis. The fallout of US Nvidia chip curbs are one factor affecting growth: it could weigh on chip-sector earnings and set back China's ambitions to compete on the global tech stage, with economists scaling back their forecasts for GDP growth worldwide.
4) Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins for an extended discussion on the US dollar, Treasuries, and US exceptionalism. The demand dynamic for US Treasuries is shifting, with foreign demand declining, and the relationship between the US dollar and Treasury yields is weakening, leading to concerns about the dollar's haven status and the US deficit.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg story on the boom in ultra-luxury ships and WalletHub's findings on cities with the most affordable rent.

See omnystudio.com/listener for privacy information.

Avsnitt(4327)

Paulsen: economic data is improving

Paulsen: economic data is improving

Wells Capital Management's Jim Paulsen discusses the earnings season and forecasts for inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

7 Mars 20168min

Paulsen: market has been responding to better economic news

Paulsen: market has been responding to better economic news

Wells Capital Management's Jim Paulsen says the market has been responding to better economic news and backing away from recession forecasts. He speaks on Bloomberg Surveillance with Tom Keene and Mic...

7 Mars 201612min

Valliere: Clinton is shaky favorite to win presidency

Valliere: Clinton is shaky favorite to win presidency

Horizon Investments' Greg Valliere says that Hillary Clinton is the most likely candidate to become president, but Trump can't be ruled out because Clinton is still dogged by the email scandal. He joi...

7 Mars 201611min

Abramowicz: commodity bond trading resembling a casino

Abramowicz: commodity bond trading resembling a casino

Bloomberg Gadfly's Lisa Abramowicz says that investors are becoming queasy while tracking the ups and downs of commodity-related corporate bonds. She joins Tom Keene and Michael McKee on Bloomberg Sur...

7 Mars 201611min

9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

Former SEC Chairman Arthur Levitt focuses on regulators' efforts to reduce risks to the financial system. Mizuho Securities' Robert Yawger weighs in on whether commodities are making a comeback. Bloom...

7 Mars 201642min

Shepherdson: many part-time workers want full-time jobs

Shepherdson: many part-time workers want full-time jobs

Pantheon Macroeconomics' Ian Shepherdson says that millions of Americans with part-time jobs want full-time jobs, but can't find the work. He joins Tom Keene and Michael McKee on Bloomberg Surveillanc...

7 Mars 201611min

Shepherdson: U.S. jobless rate will fall

Shepherdson: U.S. jobless rate will fall

Pantheon Macroeconomics' Ian Shepherdson says that a further decline in the U.S. unemployment rate is more or less inevitable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

7 Mars 201611min

Garten: tech progress is becoming more incremental

Garten: tech progress is becoming more incremental

"From Silk to Silicon" author Jeffrey Garten says that the pace of technological advancements has slowed down. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

7 Mars 20168min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-svart-marknad
avanzapodden
rss-borsens-finest
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
dynastin
24fragor
tabberaset
borsmorgon
fill-or-kill
svd-tech-brief
lastbilspodden
loungepodden