Bloomberg Surveillance TV: April 24, 2025

Bloomberg Surveillance

Bloomberg

News, Business News, Business

4 • 1.1K Ratings

🗓️ 24 April 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ed Yardeni, President at Yardeni Research
- Nicolai Tangen, CEO of Norges Bank Investment Management
- Philip Lane, Chief Economist at ECB
- Jenny Johnson, CEO of Franklin Templeton Investments

Ed Yardeni, President at Yardeni Research, discusses his equity outlook, whether he's revising his S&P 500 target as tariffs continue to be negotiated, and if he believes the US will enter a recession. Nicolai Tangen, CEO of Norges Bank Investment Management, discusses the global economic outlook as globalization and US tariffs reshape global investing. Philip Lane, Chief Economist at ECB, joins to talk about whether investors are turning bullish on Europe despite trade uncertainty with the US. Jenny Johnson, CEO of Franklin Templeton Investments, discusses asset allocation as the investing and business environment remains highly uncertain and volatile.

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Transcript

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0:00.0	Financial professionals, Mass Mutual, is more than just insurance.
0:04.2	They offer comprehensive wealth management solutions to help your clients grow for the future.
0:10.1	With their open architecture, you have the freedom to provide a broad range of options to best serve clients' needs.
0:17.8	It's a feeling of independence and autonomy, but still with the full support of a trusted
0:23.8	team of experts. It's a feeling you won't find just anywhere. The feeling is Mass Mutual. Learn more
0:31.9	at MassMutual.com slash wealth management. Is this a negotiation or the new rules at a game?
0:38.2	It could be either.
0:39.2	It is up to the president how he wants to negotiate.
0:42.2	A deal is going to be made with China.
0:43.8	Nothing's over yet.
0:44.8	There's been a lot of confusion up to now.
0:46.6	A 90-day pause is not an eradication.
0:49.3	Where is this leading to?
0:50.5	Trust Bloomberg Television for all the context and clarity you need as the tariff and global
0:55.5	economy story evolves.
0:56.9	This year's bear case very quickly become in the base case.
1:00.2	Nobody covers tariffs like Bloomberg Television.
1:03.5	Context changes everything.
1:07.9	Bloomberg Audio Studios
1:09.8	Podcasts, Radio, News.
1:16.9	This is the Bloomberg Surveillance Podcast.
1:19.9	I'm Jonathan Ferro, along with Lisa Bramwitz and Anne-Marie Haudern.
	...

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