Bloomberg Surveillance TV: February 21, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 February 2025
⏱️ 30 minutes
🧾️ Download transcript
Summary
- Nadia Lovell, Senior Strategist - US Equity, UBS
- Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School
- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management
- Tiffany Wilding, Economist: North America at PIMCO
Nadia Lovell of UBS offers her outlook on the equity market amid policy uncertainty. Harvard professor Jason Furman reacts to recent economic policies proposed by the Trump administration and discusses whether policy could reignite inflation. JPMorgan Asset Management's Kelsey Berro talks about signals from the bond market. Tiffany Wildling, PIMCO Economist, discusses recent eco data and offers her outlook on the labor market.
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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. |
| 0:11.7 | Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:17.9 | Don't miss the 5th-Katar Economic Forum powered by Bloomberg this May 20th to 22nd live in Doha. |
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| 0:47.0 | Bloomberg Audio Studios. |
| 0:51.5 | Podcasts, Radio News. |
| 0:53.7 | Music. audio studios. Podcasts, Radio, News. |
| 1:00.5 | This is the Bloomberg Surveillance Podcast. |
| 1:04.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:09.1 | Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television |
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| 1:19.7 | And as always, on the Bloomberg Terminal and the Bloomberg business app. |
| 1:23.3 | Cassie Barrow of JPMorgan Asset Management, writing, |
| 1:25.9 | The Biggest risk for the bond market is a sustained reacceleration in inflation |
| 1:29.6 | and wages the results in rate hikes being considered. |
| 1:32.9 | A Fed on hold is still a positive backdrop that supports fixed income. |
| 1:36.3 | Cassie joins us for more. |
... |
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