Bloomberg Surveillance TV: February 14, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 February 2025
⏱️ 25 minutes
🧾️ Download transcript
Summary
- Jim Bianco, President at Bianco Research
- Jeannette Lowe, Director of Policy Research at Strategas Securities
- Lindsey Piegza, Chief Economist at Stifel
- Peter Tchir, Head of Macro Strategy at Academy Securities
Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy at Academy Securities, offers his market and economic outlook amid tariff and inflation uncertainty. Lindsey Piegza, Chief Economist at Stifel, reacts to retail sales and discusses how they impact markets and the economy.
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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. Eastern. |
| 0:45.6 | 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 | Jim Bianco of Bianco Research is watching 10-year bond yields and writes the following. |
| 0:57.3 | If rates are steady, then 10-year bond yields should continue sideways before heading above 5% and the |
| 1:03.0 | curve will steepen. Jim joins us now for more. Jim Bianco, I want to go to a quote from Michael |
| 1:07.3 | Hartner of Bank of America and get your thoughts on this take this morning. We say hot 3% US CPI January is a blessing in disguise for both bonds and stocks. |
| 1:16.1 | Michael and the team go on to say, rising inflation means Trump must go small, not big on tariffs |
| 1:20.4 | and immigration in the coming months to avoid fanning a second wave of inflation. |
| 1:25.4 | Jim, would you agree with that take? |
| 1:29.3 | No, I would not. I mean, we all know the phrase is you're supposed to take Trump seriously, but not literally. |
| 1:34.3 | And that's what I think we've seen in the market in the last 24 hours. |
| 1:37.3 | They're torturing themselves to basically, you know, |
| 1:41.3 | Michael will read what Trump has said, but take them seriously. |
| 1:44.9 | He intends on doing tariffs, and we are going to get tariffs, and they're going to come. |
| 1:49.4 | And as much as we want to try and talk ourselves out of it, they are coming later this year. |
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