Tariffs Ripple Through Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 February 2025
⏱️ 43 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 4th, 2025
Featuring:
- Stephanie Roth, Chief Economist at Wolfe Research, discusses whether the threat of tariffs could affect the US economy and how the Fed might be pricing in tariff policy
- James Steel, Chief Commodities Analyst with HSBC, talks about volatility in commodities markets following President Trump's tariff announcement
- Krishna Memani, CIO at Lafayette College, joins to discuss capital markets and how they're affected by high valuations and tariff concerns
- Lisa Mateo on newspapers
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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. |
| 0:11.7 | Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:19.4 | Bloomberg Audio Studios |
| 0:21.1 | Podcasts Radio News |
| 0:24.0 | This is the Bloomberg Surveillance Podcasts |
| 0:30.6 | Podcasts. |
| 0:32.2 | Catch us live weekdays at 7 a.m. Eastern |
| 0:34.6 | on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on |
| 0:39.6 | demand wherever you get your podcasts or watch us live on YouTube. Stephanie Roth joined us from Wolf |
| 0:45.8 | and was really, really quite good about the moment. None of that matter. The conversation is |
| 0:50.2 | ancient history. She joins us for a reset after what we witnessed in the last, say, 72 hours |
| 0:56.3 | as well. I don't want you to do a what if. I want you to do how the Fed ex post waiting for data |
| 1:06.1 | adapts and adjust to the instabilities coming out of the Oval Office in 1600 Pennsylvania, |
| 1:13.6 | Amina. |
| 1:14.6 | Don't tell me they just ignore it. |
| 1:16.6 | Well, they don't just ignore it, but they probably don't do much because it doesn't make |
| 1:20.0 | sense for them to be cutting if there's the potential for tariffs to be moving inflation |
| 1:25.4 | expectations higher. |
| 1:26.4 | Are they more frozen than they were 48 hours ago |
| 1:32.2 | no probably not um so okay here's the thing here's what we learned right tariffs on canada |
| 1:39.0 | mexico that's what was really going to impact the u.s economy that was going to be a real inflationary |
... |
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