Trade Deal Lifts Market Sentiment
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 May 2025
⏱️ 33 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 9th, 2025
Featuring:
1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome of the weekend trade talks between China and the US, as the Trump administration is considering a significant tariff reduction in talks with China to ease economic pain and de-escalate tensions.
2) Shana Sissel, founder & CEO of Banrion Capital Management, brings us into the market open and talks about caution and opportunity in AI & tech. It comes as the S&P 500 briefly topped its April 2 high, led by economically-sensitive sectors, while Treasury yields surged as traders pared bets on interest-rate cuts.
3) Joanna Gallegos, co-Founder at BondBloxx, talks about why fixed income needs to be a bigger part of investor portfolios, as long as investors are precise in their pickings, and talks about risks being signaled in the bond market. The market could be pricing in de-escalation at this weekend’s US-China talks. If there’s no such positive message, global markets could be hit hard Monday.
4) Ankur Daga, CEO and founder at Angara, discusses US/India tariffs implications for the diamond market and how CEOs are strategizing amid tariff uncertainty. It comes as US Secretary Howard Lutnick mentioned a potential future tarde agreement with India, but noted that it will require a lot of work, with around 7,000 lines of tariffs to be changed or modified.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on a Soviet spacecraft falling back to Earth and Bloomberg's report on Costco monthly payment plans.Eric Mollo
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Transcript
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| 0:37.7 | Bloomberg Audio Studios |
| 0:39.6 | Podcasts Radio News. |
| 0:47.4 | This is the Bloomberg Surveillance Podcasts |
| 0:49.3 | Podcast. Catch us live |
| 0:51.5 | weekdays at 7 a.m. Eastern |
| 0:53.1 | on Apple CarPlay or Android Auto with the Bloomberg |
| 0:56.6 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:02.5 | If I were like a financial advisor, I'd be telling people just relax. |
| 1:06.7 | You know, take the long term. |
| 1:08.7 | Okay, here we go. |
| 1:09.7 | I'm not sure if that works, but somebody who does this stuff for living, Sarah Ponzac, |
| 1:13.5 | she's a senior vice president at UBS, private wealth management. |
| 1:17.4 | She used to be here with us from New York. |
| 1:19.4 | And then she bailed on us from the southern Florida. |
... |
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