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cover of episode Bloomberg Surveillance TV: April 29, 2025

Bloomberg Surveillance TV: April 29, 2025

2025/4/29
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Bloomberg Surveillance

AI Deep Dive Transcript
People
C
Collin Martin
K
Kathy Bostjancic
S
Savita Subramanian
S
Stephanie Roth
Topics
我预计四月份的非农就业数据将低于预期,原因包括季节性因素、日历因素以及政策不确定性,导致企业选择暂停招聘,而不是进行大规模裁员。目前经济状况良好,但如果政府不迅速采取行动解决关税问题,未来几个月经济衰退的风险将会增加。企业正在采取应对措施,例如调整供应链和增加美国本土制造,以应对关税的影响。然而,消费者信心下降,即使在必需品消费上也出现了疲软迹象,这表明经济面临挑战。消费者对通胀的担忧日益加剧,这可能会导致他们减少支出。

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  • Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America- Collin Martin, Fixed Income Strategist at Charles Schwab- Kathy Bostjancic Chief Economist at Nationwide- Stephanie Roth, Chief Economist at Wolfe Research

Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, joins to discuss the outlook for US equities and whether fundamentals are still in place for a bull run. Collin Martin, Fixed Income Strategist at Charles Schwab, discusses signals from the bond market and outlook for Treasuries. Kathy Bostjancic, Chief Economist at Nationwide, and Stephanie Roth, Chief Economist at Wolfe Research, preview this week's jobs report and talk about the outlook for the US economy and eco data in the US.

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