Foreign Exchange and Equities in Trump's First Week
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 January 2025
⏱️ 28 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 24th, 2025
Featuring:
- George Saravelos, Global co-head of FX Research at Deutsche Bank, discusses FX moves in the first week of the second Trump administration, the US dollar, and the Canadian dollar
- Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, talks about animal spirits in markets and how the timing and magnitude of policy changes could affect equities
- Thomas Harr, Chief Economist and Head: Economics and Monetary Policy at Danmarks National Bank, on his new book with Callum Henderson "The Great Inflation Resurgence"
- Lisa Mateo on newspapers
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Transcript
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| 0:00.0 | Hear that, Rockstars of business? That's the sound of Workday's built-in AI, turning your |
| 0:05.7 | organization's performance all the way up. Innovate all day and night with Workday. Finance and |
| 0:12.1 | HR on one epic platform. Donald Trump has already changed the way we think about the U.S. economy. |
| 0:18.6 | Now he's back in the White House and Bloomberg's Trumponomics |
| 0:21.9 | podcast is here to help. I'm Stephanie Flanders, head of government and economics at Bloomberg. |
| 0:27.7 | Whatever the big question of the week is, we'll have something interesting to tell you about it |
| 0:31.9 | in a lively conversation with the reporters and analysts closest to the action. |
| 0:36.6 | Listen to new episodes every Wednesday |
| 0:38.1 | and follow Trumponomics on Apple Podcasts, Spotify, or wherever you listen. |
| 0:46.5 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:56.4 | This is the Bloomberg Surveillance Podcast. |
| 0:59.7 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg |
| 1:05.3 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:11.5 | There's always in a given week, two, three, four research reports that stick out. |
| 1:16.1 | A couple days ago, George Saville has put out an absolute jewel of Deutsche Bank information, |
| 1:22.1 | bursting stereotypes on all that's going on on tariffs, international dynamics, economics. And and of course, you know, the whole debate here that we have. |
| 1:32.4 | He joins us now from Deutsche Bank. |
| 1:34.2 | George, thank you so much for being with us. |
| 1:36.3 | Figure two, no one knows this, including the President of the United States. |
| 1:41.3 | If you take out our addiction to Canadian oil and gas, |
| 1:46.1 | we run a trade surplus with Canada? |
| 1:52.6 | Yes, the US does if you exclude energy. |
... |
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