Market Outlook as President Trump's Priorities Take Shape
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 February 2025
⏱️ 27 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 18th, 2025
Featuring:
- Callie Cox, Chief Market Strategist for Ritholtz Wealth Management, brings us into the market open and discusses the bull case for equities despite geopolitical and inflation risks mounting
- Marc Champion, Bloomberg Opinion columnist, discusses his piece on the end of the Trans Atlantic alliance as Ukraine talks get underway
- Tobin Marcus, Head: Policy at Wolfe Research, talks about the eventual impact of reciprocal tariffs and major cuts to spending potentially on the way from Congress
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:17.0 | Donald Trump has already changed the way we think about the US economy. Now he's back in the |
| 0:22.1 | White House and Bloomberg's Trumponomics podcast is here to help. I'm Stephanie Flanders, |
| 0:28.1 | head of government and economics at Bloomberg. Whatever the big question of the week is, |
| 0:32.5 | we'll have something interesting to tell you about it in a lively conversation with the |
| 0:36.5 | reporters and analysts closest to the action. |
| 0:39.2 | Listen to new episodes every Wednesday and follow Trumponomics on Apple Podcasts, Spotify, or wherever you listen. |
| 0:49.1 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:58.0 | Thank you. Audio Studios. Podcasts Radio News. This is the Bloomberg Surveillance Podcast. |
| 1:02.0 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:09.0 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:14.1 | Joining us now with the best newsletter note in the street is Kelly Cox. |
| 1:20.0 | She is a privilege of working at Ritzhold wealth management and surviving their senior management. |
| 1:26.7 | Kelly joins us right now. In the note is optimist Kelly. |
| 1:31.8 | Let's start there. Kelly Cox, how do you avoid the pessimism that forces people into safety |
| 1:41.6 | when they've got actual assumptions that say they need growth. The notes name, Tom, |
| 1:46.5 | I have to give a shout out to senior management because that was Josh Brown's idea. But I think |
| 1:52.0 | it's a good reflection of how we at Ritt Holts and personally how I view markets and the economy. And I think |
| 1:58.3 | you have to do that based on the burden of proof, right? Evidence throughout history that U.S. stocks and, you know, the stock market has been the only game in town to build wealth and beat inflation. |
| 2:08.2 | So my newsletter is all about processing the headlines that we see day after day in the context of that super important context. |
| 2:16.3 | Do the layoffs that you feature today, great charts, |
... |
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