Traders Weigh CPI and Policy Eco Impact
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 February 2025
⏱️ 75 minutes
🧾️ Download transcript
Summary
Bloomberg Surveillance hosted by Tom Keene & David Gura
February 12th, 2025
Featuring:
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI
Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth
Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets
French Hill, US Republican Rep from Arkansas, discusses his new role as in Congress as the Chairman of the House Financial Services Committee and President Trump's spending initiatives
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. |
| 0:59.0 | Thank you. Audio Studios. Podcasts Radio News. This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on |
| 1:13.4 | YouTube. Go to Lizanne Saunders now, the inflation report here in four minutes with John Tucker |
| 1:18.5 | and then finish strong with Lizanne as we can. Full disclosure, folks, in honor of the Los Angeles |
| 1:24.6 | Angels, we're playing nickel back at the end of the hour. We're giving Lizanne a warning. |
| 1:29.3 | Turn down your radio if you do. |
| 1:30.3 | Turn it down as you choose. |
| 1:32.3 | Lizanne, I want to go to the heart of the matter, |
| 1:35.3 | and you have had leadership on this in the industry going back to your days with Lou Rue Kaiser. |
| 1:41.3 | In the last 10 years, a given blended stock fund is up 12% per year. |
| 1:48.1 | In the last 10 years, a given blended bond fund is up 2% per year. Inflation is a friend of stock |
| 1:58.6 | investors, right? |
| 2:06.9 | A lot of people think of asset classes like gold is sort of the ultimate inflation hedge. |
| 2:15.8 | But over the very long term, the only asset class that has consistently outperformed inflation is U.S. equities. |
... |
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