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Bloomberg Surveillance

Bloomberg Surveillance TV: February 5, 2025

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 5 February 2025

⏱️ 35 minutes

🧾️ Download transcript

Summary

- Thomas Barkin, President of the Richmond Federal Reserve Bank
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management
- Mike Wirth, Chairman at Chevron
- Hugh Johnston, CFO of The Walt Disney Company

Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty. Hugh Johnston, CFO of The Walt Disney Company, reacts to the company's earnings report. Mike Wirth, CEO and Chairman of Chevron, also discusses his company's earnings.

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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.

0:39.2

Listen to new episodes every Wednesday and follow Trumponomics on Apple Podcasts, Spotify, or wherever you listen.

0:49.1

Bloomberg Audio Studios.

0:51.4

Podcasts, Radio News.

0:53.6

Music Audio Studios. Podcasts, Radio, News.

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.

1:12.9

From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern.

1:15.6

Subscribe to the podcast on Apple, Spotify or anywhere else you listen.

1:19.6

And as always, on the Bloomberg Terminal and the Bloomberg business app.

1:23.3

Lindsey Rosner of Goldman Sachs writing,

1:25.3

December's duration sell-off was an opportunity,

1:28.1

and we continue to think fixed income is a good part of the portfolio.

1:32.0

Lindsay, joined us now for more.

1:32.9

Lizzie, good morning.

...

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