Bloomberg Surveillance TV: April 28, 2025

Bloomberg Surveillance

Bloomberg

News, Business News, Business

4 • 1.1K Ratings

🗓️ 28 April 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Neil Dutta, Head: US Economic Research at Renaissance Macro
- Kelly Ann Shaw, Partner at Hogan Lovells US
- Abigail Yoder, Strategist: US Equity at JPMorgan
- Amanda Lynam, Head: Macro Credit Research at BlackRock

Neil Dutta, Head: US Economic Research at Renaissance Macro, joins to discuss whether he's becoming more bullish on the US economy or whether he believes data indicates an incoming slowdown. Kelly Ann Shaw, Partner at Hogan Lovells US, discusses the latest on President Trump's trade negotiations and what potential trade deals could look like at this stage. Abigail Yoder, Strategist: US Equity at JPMorgan, looks ahead to this week's earnings and whether they could provide a boon for equities. Amanda Lynam, Head: Macro Credit Research at BlackRock, discusses spreads in corporate bonds and what the bond market is indicating about the US economic backdrop.

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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. There is a lot of things happening in the global economy right now.
0:40.4	From trade wars.
0:41.6	Tariffs are a tax.
0:43.0	Taxes all else equal are a drag on economic activity.
0:47.4	To market sell-offs.
0:48.7	Everyone's been betting on American exceptionalism.
0:51.3	Now it turns out that America is exceptionally bad.
0:54.9	On the FT News Briefing, we bring you the biggest stories happening now in business and finance,
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1:07.9	Bloomberg Audio Studios. Podcasts, Radio, News.
1:16.9	This is the Bloomberg Surveillance Podcast.
1:19.9	I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Haudern.
1:23.5	Join us each day for insight from the best in markets, economics and geopolitics.
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