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Bloomberg Surveillance

Bloomberg Surveillance TV: March 5, 2025

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 5 March 2025

⏱️ 40 minutes

🧾️ Download transcript

Summary

- US Commerce Secretary Howard Lutnick
- Bob Michele, CIO: Fixed Income at JPMorgan Asset Management
- George Saravelos, Global Head: FX Research at Deutsche Bank
- Monica Guerra, Head of US Policy at Morgan Stanley

US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff and trade policies. Bob Michele of JPMorgan Asset Management discusses how the bond market is weighing the risks of the US-led trade war. Monica Guerra of Morgan Stanley outlines how traders should position themselves for the specifics of President Trump's tariff strategy. George Saravelos, Global Head: FX Research at Deutsche Bank, talks about his research notes outlining the FX impact of tariffs.

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Transcript

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0:00.0

All right, if you're serious about investing, you need to know about public.com.

0:04.7

That's where you can invest in everything.

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Like the 6% or higher yield, you can lock in with a bond account.

0:14.9

Public is a FINRA registered SIPC insured platform that takes your investments as seriously as you do.

0:20.7

Fund your account in five minutes or less at public.com slash podcast. And get up to $10,000 when you transfer your old portfolio. That's public.com slash podcast. paid for it by public investing. All investing involves the risk of loss, including loss of principal. Brokridge services for U.S. listed registered securities, options and bonds in a self-directed account are offered by Public Investing Inc. Member Finra and SIPC. Cryptocurrency

0:41.0

trading services are offered by backed crypto solutions LLC. Complete disclosures available at public.com

0:45.5

slash disclosures. Bloomberg Audio Studios. Podcasts, Radio, News.

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 and the Bloomberg Business app.

1:22.8

Joining us now is the man behind the negotiations,

1:24.8

the 41st United States Secretary of Commerce, Howard Lutnik.

1:28.2

Mr. Secretary, before we get going, a warm congratulations from the team here at Bloomberg

1:31.5

Surveillance on your confirmation.

1:34.0

Thanks so much.

1:35.0

It wasn't last night's speech amazing.

1:37.7

I really, I could have been more proud of President Trump.

1:42.1

We'll get into the niceties on that in just a moment.

...

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