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Bloomberg Surveillance

Bloomberg Surveillance TV: January 16, 2025

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 17 January 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

Isaac Boltansky, BTIG Director: Policy ResearchJane Foley, Rabobank Head: FX StrategyMatt Miskin, John Hancock Investment Management Co-Chief investment strategist
BTIG's Isaac Boltansky talks changing policy as President-elect Trump takes office. Jane Foley of Rabobank talks FX impact of a new administration in the US. Matt Miskin of John Hancock breaks down the week in markets.

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Transcript

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0:00.0

Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.

0:08.6

These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day.

0:15.2

Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's

0:21.0

driving those gains and losses. If you want to stay plugged into the stock market, but don't

0:25.9

want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you

0:32.0

to get informed. Listen a couple times throughout the day to find out what's moving equities and why.

0:39.0

Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen.

0:44.4

Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.

0:53.0

Subscribe to Stockmovers, wherever you get your podcasts.

1:02.0

Bloomberg Audio Studios, Podcasts Radio News.

1:11.3

This is the Bloomberg Surveillance Podcast.

1:14.2

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

1:17.9

Join us each day for insight from the best in markets, economics and geopolitics.

1:22.2

From our global headquarters in New York City, we are live on Bloomberg Television

1:26.1

weekday mornings from 6 to 9 a.m. Eastern.

1:28.8

Subscribe to the podcast on Apple, Spotify or anywhere else you listen. And as always, on the Bloomberg

1:33.8

Terminal and the Bloomberg Business app. We begin this hour with stock steady and bond yields

1:38.1

moving lower. Investors focusing on President-elect Donald Trump's first day in office.

1:42.9

Matt Miskin of John Hancock saying, we are likely moving to a new macro regime here as we have to say goodbye to Goldilocks. Before the data was not too hot and not too cold, which left the Fed supportive to markets. Now the data is coming in hotter, nearly across the board. Matt, join just now for more. Matt, welcome to the program. Did this week change things for you in any way, shape or form?

2:02.6

The Philly Fed index, John, was through the roof.

2:05.6

I mean, it's a little too sunny in Philadelphia right now, it almost seems like.

2:11.6

And when you see across the board, I mean, the NFIB survey also, I mean, some of these moves

...

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