Bloomberg Surveillance TV: February 12, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 February 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
- Lisa Shalett, CIO Wealth Management at Morgan Stanley
- Bill Dudley, Bloomberg Opinion columnist and former New York Fed president
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Mohamed El-Erian, President of Queens' College, Cambridge
Lisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly of JPMorgan Asset Management and Mohamed El-Erian with Queens' College, Cambridge react to CPI.
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Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:19.0 | Bloomberg Audio Studios. |
| 0:21.4 | Podcasts, Radio News. |
| 0:27.9 | This is the Bloomberg Surveillance Podcasts. |
| 0:30.9 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 0:34.6 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 0:39.3 | From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. |
| 0:44.7 | Eastern. Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business App. |
| 0:53.3 | Lisa, Charlotte joins us now of Mork and Stanley. |
| 0:55.3 | Joining us around the table. |
| 0:56.2 | Lisa, it's good to see you as always. |
| 0:57.3 | Great to see you. |
| 0:58.0 | Is anxiety about tariffs distracting from fundamentals? |
| 1:00.6 | It's a point you've made recently. |
| 1:01.8 | Do you think it is? |
| 1:02.8 | I think it absolutely is. |
| 1:04.4 | And I think tariffs are probably the single biggest thing |
| 1:07.1 | that is distracting everybody. |
| 1:09.2 | But I think the pace and the chaotic nature |
| 1:13.6 | right of the announcements are distracting to everyone and look we know markets |
| 1:18.6 | love certainty they love predictability we don't have that at the minute |
... |
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