Bloomberg Surveillance TV: April 29, 2025

Bloomberg Surveillance

Bloomberg

News, Business News, Business

4 • 1.1K Ratings

🗓️ 29 April 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America
- Collin Martin, Fixed Income Strategist at Charles Schwab
- Kathy Bostjancic Chief Economist at Nationwide
- Stephanie Roth, Chief Economist at Wolfe Research

Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, joins to discuss the outlook for US equities and whether fundamentals are still in place for a bull run. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses signals from the bond market and outlook for Treasuries. Kathy Bostjancic, Chief Economist at Nationwide, and Stephanie Roth, Chief Economist at Wolfe Research, preview this week's jobs report and talk about the outlook for the US economy and eco data in the US.

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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.
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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.
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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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