Bloomberg Surveillance TV: May 13, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 May 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- Monica Guerra, Head: Policy at Morgan Stanley
- Skylar Montgomery-Koning, FX Strategist at Barclays
David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO react to CPI. Monica Guerra, Head: Policy at Morgan Stanley, discusses President Trump's tariff policy, the GOP tax bill, and other Congressional priorities ahead of the summer. Skylar Montgomery-Koning, FX Strategist at Barclays, discusses FX opportunities as President Trump continues to negotiate tariffs.
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Transcript
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| 0:49.0 | This is the Bloomberg Surveillance Podcast. |
| 0:52.7 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 0:55.7 | Join us each day for insight from the best in markets, |
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| 1:06.5 | or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg business app. |
| 1:11.7 | David Kelly of JPMorgan Asset Management joins us now to build on some of this. David, |
| 1:15.3 | welcome to the program, sir. What's your initial reaction to these numbers this morning? How |
| 1:20.0 | useful are they? Well, usually when we're on this call on CPI Day, it's like the biggest news of the week. |
| 1:28.4 | But, and today, obviously, it's the tariff news. |
| 1:31.7 | But also, I think the other big part of the inflation story going forward is the fiscal stimulus that's beginning to emerge on Capitol Hill. |
| 1:39.6 | Because what it looks like is, okay, the tariffs aren't here. |
| 1:43.7 | And consumers are relatively |
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