Trade Deal Lifts Market Sentiment

Trade Deal Lifts Market Sentiment

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 9th, 2025
Featuring:
1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome of the weekend trade talks between China and the US, as the Trump administration is considering a significant tariff reduction in talks with China to ease economic pain and de-escalate tensions.
2) Shana Sissel, founder & CEO of Banrion Capital Management, brings us into the market open and talks about caution and opportunity in AI & tech. It comes as the S&P 500 briefly topped its April 2 high, led by economically-sensitive sectors, while Treasury yields surged as traders pared bets on interest-rate cuts.
3) Joanna Gallegos, co-Founder at BondBloxx, talks about why fixed income needs to be a bigger part of investor portfolios, as long as investors are precise in their pickings, and talks about risks being signaled in the bond market. The market could be pricing in de-escalation at this weekend’s US-China talks. If there’s no such positive message, global markets could be hit hard Monday.
4) Ankur Daga, CEO and founder at Angara, discusses US/India tariffs implications for the diamond market and how CEOs are strategizing amid tariff uncertainty. It comes as US Secretary Howard Lutnick mentioned a potential future tarde agreement with India, but noted that it will require a lot of work, with around 7,000 lines of tariffs to be changed or modified.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on a Soviet spacecraft falling back to Earth and Bloomberg's report on Costco monthly payment plans.Eric Mollo

See omnystudio.com/listener for privacy information.

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Weisenthal: narrative on negative rates is less negative

Weisenthal: narrative on negative rates is less negative

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Wraith: UK more dynamic than euro zone

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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...

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Wraith: sterling's slide can have benefits

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8am-9am ET: Wraith & Behravesh

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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

Hardman: pound volatility will increase

Hardman: pound volatility will increase

Bank of Tokyo-Mitsubishi UFJ's Lee Hardman says that there will be even bigger swings in sterling, as we count down to the 'Brexit' vote. He joins Tom Keene and Michael McKee on Bloomberg Surveillance...

24 Feb 201611min

Weidmann: central bank measures must not be counterproductive

Weidmann: central bank measures must not be counterproductive

Germany's central bank chief Jens Weidmann says that some instruments in the toolbox are more problematic than others. He speaks to Hans Nichols, on Bloomberg Surveillance with Tom Keene and Michael M...

24 Feb 201611min

Slok: this is not a credit crunch

Slok: this is not a credit crunch

Deutsche Bank's Torsten Slok says that most sources of credit continue to flow, even though one source is in trouble. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

24 Feb 20168min

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