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cover of episode Court Blocks Trump Global Tariffs as Nvidia Lift Markets

Court Blocks Trump Global Tariffs as Nvidia Lift Markets

2025/5/29
logo of podcast Bloomberg Surveillance

Bloomberg Surveillance
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A
Anastasia Amoroso
A
Andrew Gilbert
D
Dan Ives
L
Lisa Mateo
W
Wendy Schiller
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Anastasia Amoroso: 我仍然坚持大型科技股的增长潜力，特别是软件和人工智能软件。尽管市场情绪不佳，但美国经济的硬数据依然强劲，预计本季度GDP增长2.3%。只要政府继续推动贸易谈判，我们就应该忽略任何与之相悖的数据。核心个人消费支出通胀报告预计约为2.5%，较低的油价和工资都将提供支持，投资者尚未耗尽资金。资金正在从美国以外、周期性行业以外和科技行业以外回流。企业自由现金流将用于股票回购，这在市场上占据重要地位，表明市场参与者尚未耗尽资金。企业利润率接近高位，有足够的空间来吸收关税可能带来的负面影响。投资者仍然存在恐惧情绪，但看跌的投资者比例已从4月份的66%降至30%左右。看涨的投资者比例从几周前的20%上升到37%，但仍未达到年初的50%，需要更多投资者加入。如果不考虑衰退性因素，并关注未来几年的盈利预期，标普500指数可能会超过6000点，因此大型股仍然值得持有。

Deep Dive

Chapters
Despite economic uncertainty, the US economy shows resilience with 2.3% GDP growth. Positive economic data and ongoing trade negotiations contribute to investor confidence, although some fear remains in the market.
  • 2.3% GDP growth this quarter
  • Positive economic data outweighs negative sentiment
  • Ongoing trade negotiations
  • Investors are not tapped out

Shownotes Transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF).Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 29th, 2025Featuring:1) Anastasia Amoroso, Chief Investment Strategist at iCapital, joins to talk about a resilient US economy and momentum in markets in spite of Washington uncertainty. After a US court blocked the bulk of President Donald Trump's import tariffs, it led to widespread gains in risk assets and lifted investor sentiment.2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Nvidia earnings and discusses the outlook for the company and Big Tech. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment.3) Andrew Gilbert, Partner at ECP, joins to discuss demand for AI data centers and the immense growth opportunity following another Nvidia earnings. Nvidia's CEO Jensen Huang is concerned about US trade restrictions on China hindering the company's long-term growth, and is appealing to the Trump administration to allow chip production for China again.4) Wendy Schiller, professor at Brown University, discusses the latest DC headlines and how a US court blocking President Trump's tariff policy could affect his presidency and potentially his legacy. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Paramount's relationship with the White House and Bloomberg's story on how AI is impacting hiring at Salesforce.

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