Bloomberg Surveillance TV: February 28, 2025

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.8 • 1.2K Ratings

🗓️ 28 February 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Steven Major, Global Head: FI Research at HSBC
- Kelly Ann Shaw, Former Deputy NEC Director
- Andrew Hollenhorst, Chief US Economist at Citi
- Michael Kushma, CIO: Fixed Income at Morgan Stanley Investment Management

Steven Major, Global Head: FI Research at HSBC, discusses signals from the bond market on outlook for the US and global economies. Kelly Ann Shaw, Former Deputy NEC Director, discusses President Trump's trade proposals. Citi's Andrew Hollenhorst and Michael Kushma of Morgan Stanley Investment Management react to the latest PCE data.

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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
0:38.2	geopolitics. From our global headquarters in New York City, we are live on Bloomberg television
0:42.8	weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, or anywhere
0:48.4	else you listen. And as always, on the Bloomberg Terminal and the Bloomberg business app.
0:53.0	Let's talk about the bond market.
0:54.3	Lisa's favourite, the 10-year government bond yield is lower.
0:57.3	On this week for a seventh consecutive week.
1:00.4	The longest streak in more than five years.
1:03.0	Steve Major of HSBC, good friend of this program, good friend of ours,
1:06.9	joined us here in New York.
1:07.8	Steve, it's good to see you.
1:08.7	Good morning.
1:09.3	What's behind that rally of almost two months on 10-year government bond yields?
1:12.6	I think you touched on some of it in the preamble. Can I call it a preamble?
1:17.6	You can call it a preamble, the setup, the appetizer for this, the main course.
1:21.6	The B.S. As you teed it up, yeah.
	...

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