Bloomberg Surveillance TV: March 18, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 March 2025
⏱️ 34 minutes
🧾️ Download transcript
Summary
- Peter Tchir, Head of Macro Strategy at Academy Securities
- Ed Mills, Washington Policy Analyst at Raymond James
- Pierre Ferragu, Head: Global Technology at New Street Research
- Stephanie Roth, Chief Economist at Wolfe Research
Peter Tchir with Academy Securities talks about whether the market will stabilize amidst a growing global trade war. Ed Mills of Raymond James talks about the geopolitical and economic policies of a second Trump administration, how Republicans and Democrats in Congress are responding, and other Washington-related headlines. New Street Research's Pierre Ferragu discusses the outlook for Big Tech amid market as well as political uncertainty. Stephanie Roth, Chief Economist at Wolfe Research, discusses recent eco data, inflation in the US, and whether the US economy is slowing.
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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, we are live on Bloomberg |
| 1:11.9 | Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify or |
| 1:17.7 | anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg business app. |
| 1:22.8 | Peter Chair of Academy Securities in the recession camp, Alias Galoo of Bank for America on a cautious global fund manager survey and Kit Jigs of Sochgen |
| 1:30.3 | looking for the big Euro rally to continue. |
| 1:33.3 | We begin this out with stock steady as the Fed kicks off a two-day meeting. |
| 1:36.3 | Peter Cheap of Academy Securities writing, I don't see the Fed acting in a big enough way to offset the risk that I see. |
| 1:42.3 | The convergence of so many policies |
| 1:44.9 | seems to risk a recession before any probability of seeing the benefits. Pete joins us now for more. |
| 1:50.7 | Pete, good morning. Makes me sound so bearish. You've got to say you sound incredibly bearish. |
| 1:54.7 | Are you saying you're not? No, I actually am. I think one thing is even the prior discussion, |
| 1:59.0 | I think a big part of the change is we are trading |
... |
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