Bloomberg Surveillance TV: February 27, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 February 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
- Christopher Verrone, Head: Technical & Macro Strategy at Strategas Securities
- Torsten Slok, Chief Economist at Apollo
- Bankim Chadha, Chief US Equity & Global Strategist at Deutsche Bank
- Lauren Saidel-Baker, Economist at ITR
Christopher Verrone is Strategas discusses inflation in the US and whether the economy could soon experience a slowdown. Apollo's Torsten Slok talks about his views on rate cuts in 2025 and where the Fed stands as it looks to continue bringing down inflation. Deutsche Bank Chie US Equity Strategist Bankim Chadha discusses recent moves in equities and whether the rally will sustain through 2025. Lauren Saidel Baker, Economist at ITR, on today's jobless claims data and the outlook for the US 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. |
| 0:53.2 | Chris Farone of Stratigas, a bad company writing for all the concerns about tariff policy, |
| 0:58.0 | the market still seems more worried about growth than inflation. |
| 1:02.0 | Chris joins us now for more. Chris, good morning. |
| 1:04.0 | That's great to be here, John. |
| 1:05.0 | Kept going over your quote from the last time we spoke. |
| 1:07.0 | Do lower yields speak to some kind of economic weakness, or do they support cyclicality in the equity market? |
| 1:12.6 | Is the equity market answering that question now? |
| 1:14.6 | Well, yeah, I think that's what's been so important about this move lower in yields over the last month or so, |
| 1:19.6 | is it has not recatalized the leadership from the market's more cyclical corners. |
| 1:24.6 | I think that's a very big change in the character of what we've seen, frankly, over the last |
| 1:29.3 | 18 months, where when you would get relief in yields, you would re-entertain this broadening |
| 1:35.7 | of the market, this cyclical or small-cap leadership, and you just have not seen that here |
| 1:40.4 | to any great extent. |
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