Bloomberg Surveillance TV: March 6, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 March 2025
⏱️ 31 minutes
🧾️ Download transcript
Summary
- Jane Foley, Head of FX Strategy at RaboBank
- Max Kettner, Chief Multi-Asset Strategist at HSBC
- Jason Furman, Professor at Harvard University
- Constance Hunter, Chief Economist at EIU
Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his view on President Trump's tariff strategy and whether or not it's anti-growth. Constance Hunter, Chief Economist at EIU, discusses the impact of tariffs on the US economy and looks ahead to tomorrow's jobs report.
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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 Television |
| 1:12.4 | 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. |
| 1:22.7 | Max Ketner of HSBC writing Goldilocks has had a few scratches in the last few weeks. |
| 1:27.2 | Data misses have |
| 1:28.0 | started to cast them down over the idea of US exceptionalism. However, we'd argue this is precisely |
| 1:34.8 | what we're looking for. Max joined us now for more. Max, good morning. Welcome to New York. We've got |
| 1:38.9 | a lot to catch up on. What's that last line about? This is precisely what we're looking for. |
| 1:43.1 | I think overall, if we think from a more strategic perspective, then actually this is the kind of stuff you want for US exceptionalism. |
| 1:50.0 | Because the problem is, think two months back. The consensus opinion was you got to buy the dollar, you got to buy US equities. |
| 1:56.0 | And actually, when we look at anything else, don't even look at it. It's not even worth looking at. It's just the US and nothing else. |
... |
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