Bloomberg Surveillance TV: May 1, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 May 2025
⏱️ 27 minutes
🧾️ Download transcript
Summary
- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Dan Ives, Global Head: Technology at Wedbush Securities
- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets
Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, discusses his most recent S&P 500 target and his outlook for US equities amid continued uncertainty over US tariffs. Brian Gardner, Chief Washington Policy Strategist at Stifel, talks about the Trump admin's economic policies and flexibility in pivoting and adjusting its approach to tariffs. Dan Ives, Global Head: Technology at Wedbush Securities, discusses Big Tech earnings, previews Apple, and talks Tesla leadership. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and whether Treasuries are set to fall.
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Transcript
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| 0:33.5 | Learn more at Schwab.com slash trading. Is this a negotiation or the new rules at a game? It could be either. |
| 0:38.3 | It is up to the president how he wants to negotiate. A deal is going to be made with China. Nothing's over yet. |
| 0:39.3 | There's been a lot of confusion up to now. |
| 0:41.3 | A 90-day pause is not an eradication. |
| 0:43.3 | Where is this leading to? |
| 0:45.3 | Trust Bloomberg Television for all the context and clarity you need as the tariff and global economy story evolves. |
| 0:51.3 | This year's bear case very quickly becoming the base case. Nobody covers tariffs |
| 0:56.0 | like Bloomberg Television. |
| 0:58.0 | Context changes everything. |
| 1:02.3 | Bloomberg Audio Studios. |
| 1:04.8 | Podcasts, Radio, News. |
| 1:11.4 | This is the Bloomberg Surveillance Podcast. |
| 1:14.4 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:18.0 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:22.7 | From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:26.2 | weekday mornings from 6 to 9 a.m. |
| 1:28.1 | Eastern. Subscribe to the podcast on Apple, Spotify or anywhere else you listen. And as always, on the |
| 1:33.8 | Bloomberg Terminal and the Bloomberg Business App. Binky Chatter of Deutsche Bank writing, |
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