Bloomberg Surveillance TV: January 24, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 January 2025
⏱️ 28 minutes
🧾️ Download transcript
Summary
- Margie Patel, Senior Portfolio Manager at Allspring Global Investments
- Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank
- Libby Cantrill, Head: Public Policy at PIMCO
- Norman Roule, Non-Resident Senior Adviser at CSIS
Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his second term. PIMCO's Libby Cantrill outlines how public policy is being reshaped in the coming weeks and months. Norman Roule of CSIS discusses global security concerns.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Rockstars of business. It's time to make your organization's performance legendary. Workday AI delivers continuous chart-topping innovation to keep organizations of all sizes future ready so you can deliver hit after hit. Workday, finance and HR on one epic platform. |
| 0:15.6 | Are you looking for a new podcast about stuff related to money. Well, today's your lucky day. |
| 0:22.2 | I'm Matt Levine. |
| 0:23.2 | And I'm Katie Greifeld. |
| 0:24.7 | And we are the hosts of Money Stuff, The Podcast. |
| 0:28.0 | Every Friday, we dive into the top stories about Wall Street, finance, and other stuff. |
| 0:32.9 | We have fun. We get weird. And we want you to join us. |
| 0:36.4 | You can listen to Money Stuff, the podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. |
| 0:47.4 | Bloomberg Audio Studios. |
| 0:50.0 | Podcasts, Radio News. |
| 0:56.3 | This is the Bloomberg Surveillance Podcast. |
| 0:59.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:02.9 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:07.6 | From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, |
| 1:16.2 | or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg |
| 1:20.1 | Business app. Steve Englander of Stan Chart joins us now. Steve, thank you so much for |
| 1:25.6 | joining us. So this was pretty much baked in, |
| 1:28.4 | but really depending on where U.S. policy goes, is that going to be the deciding factor for this |
| 1:33.7 | BOJ? Well, if you read and watch what the BOJ is saying, yesterday they lifted up their inflation forecast, talked about |
| 1:45.6 | upside risk. I actually think that a lot of this is driven by what's happening in Japan. |
| 1:52.7 | The timing, I think, is dictated by concerns over, you know, is it going to be, you know, |
| 2:00.5 | full Trump or mini Trump in terms of the policy actions that he's taking and the disruption that he causes? |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.