Bloomberg Surveillance TV: February 4, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 February 2025
⏱️ 31 minutes
🧾️ Download transcript
Summary
- Frances Donald, Chief Economist at RBC
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods
- George Saravelos, Global Head: FX Research at Deutsche Bank
- Dan Ives, Global Head of Technology Research at Wedbush Securities
Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then pullback. George Saravelos with Deutsche Bank on the FX moves and dollar reaction to tariffs. Dan Ives with Wedbush Securities weighs in on how tariffs could, or could not, affect Big Tech.
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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. |
| 0:17.0 | Donald Trump has already changed the way we think about the US economy. Now he's back in the |
| 0:22.1 | White House and Bloomberg's Trumponomics podcast is here to help. I'm Stephanie Flanders, |
| 0:28.1 | head of government and economics at Bloomberg. Whatever the big question of the week is, |
| 0:32.5 | we'll have something interesting to tell you about it in a lively conversation with the |
| 0:36.5 | reporters and analysts closest to the action. |
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| 1:00.5 | This is the Bloomberg Surveillance Podcast. |
| 1:04.2 | 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. |
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| 1:23.1 | Francis Donald of RBC writing US tariffs in the size that they have been floated, or even |
| 1:28.1 | a fraction of that size, could filter into the Canadian economy immediately, significantly, |
| 1:33.1 | and then persistently for many years. |
| 1:35.5 | Francis joins us now for more. |
| 1:37.0 | And Francis, maybe we've avoided them. |
... |
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