Bloomberg Surveillance TV: March 13, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 March 2025
⏱️ 41 minutes
🧾️ Download transcript
Summary
- Howard Lutnick, US Commerce Secretary
- John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co.
- Bill Dudley, former President of NY Federal Reserve
US Commerce Secretary Howard Lutnick joins Jon, Lisa, and Annmarie to discuss the latest on the Trump administration's tariff and economic policies. John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., talks about the downswing in equities and whether the market is just in a correction or if there are actual policy concerns weighing on stocks. Bill Dudley, former President of NY Federal Reserve and Bloomberg Opinion columnist, discusses his latest Bloomberg commentary.
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Transcript
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| 1:00.0 | This is the Bloomberg Surveillance Podcast. |
| 1:03.8 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:08.6 | Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, |
| 1:12.4 | we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. |
| 1:15.2 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. |
| 1:19.2 | And as always, on the Bloomberg Terminal |
| 1:20.7 | and the Bloomberg business app. |
| 1:22.8 | Begin this out with stocks struggling to build on yesterday's gains |
| 1:25.3 | as growth worries linger on Wall Street. |
| 1:27.7 | John Stolfer's of Oppenheimer staying bullish, writing, we remain positive on equities. |
| 1:31.7 | The broad rotation which began in the rally from the S&P 500 low on October 27, 2023, has repeatedly deflected volatility. |
| 1:40.1 | John joined us now for more. John, good morning. |
| 1:41.8 | Good to see you, sir. Does the policy changes, do the policy changes? Does the policy uncertainty change your view at all? |
| 1:48.6 | No, it doesn't. In fact, we would say, if anything, the policy uncertainty takes us to say, well, this is just about what you would expect. |
... |
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