Bloomberg Surveillance TV: January 2, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 January 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
- Kit Juckes, Soc Gen Chief FX Strategist
- Dan Ives, Wedbush Sr. Equity Research Analyst
- Earl Davis, BMO Head: Fixed Income & Money Markets
Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income.
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Transcript
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| 0:00.0 | The forces shaping markets and the economy are often hiding behind a blur of numbers. |
| 0:04.8 | So that's why we created The Big Take from Bloomberg Podcasts, to give you the context you need to make sense of it all. |
| 0:11.5 | Every day in just 15 minutes, we dive into one global business story that matters. |
| 0:16.1 | You'll hear from Bloomberg journalists like Matt Levine. |
| 0:19.1 | A lot of this meme stock stuff is, I think, embarrassing to the SEC. |
| 0:23.3 | Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen. |
| 0:32.2 | Bloomberg Audio Studios. |
| 0:34.5 | Podcasts, Radio News. |
| 0:41.0 | Thank you. studios. Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. |
| 0:44.0 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 0:47.7 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 0:52.1 | From our global headquarters in New York City, we are live on |
| 0:55.3 | Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, |
| 1:00.4 | Spotify or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg |
| 1:05.0 | business app. Traders watching of the Green Bank can sustain its momentum this year after its |
| 1:09.9 | strongest yearly advance in nearly a decade. |
| 1:12.3 | Kit Jukes of Sochgen, writes, given the recent economic and political trends, dollar bears should hibernate over the winter. |
| 1:18.5 | Spring shoots of life in the European economy, signs of fatigue in this incredible US cycle, and clarity on the policies of President Trump may all help by summertime. |
| 1:27.9 | Patience is required through the winter and spring. |
| 1:31.3 | Kit joined us now to kickoff 25 in the FX market. |
| 1:34.6 | Kit, happy new year and welcome to the program, sir. |
| 1:36.5 | Let's start with US exceptionalism. |
... |
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