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cover of episode Trump Tariffs and the Impact on Markets

Trump Tariffs and the Impact on Markets

2025/6/3
logo of podcast Bloomberg Surveillance

Bloomberg Surveillance
AI Deep Dive AI Chapters Transcript
People
C
Chris Harvey
威尔斯法戈证券股票策略主管，频繁出现在CNBC等金融媒体平台。
D
David Gura
E
Evan Osnos
T
Tina Fordham
T
Tom Keene
T
Tom Porcelli
Topics
Tom Keene: 我认为军事科技的进步，如无人机，正在根本上改变世界格局，就像当年导弹击沉英国军舰一样具有冲击力。 Tina Fordham: 我认为乌克兰的大胆袭击可能预示着地缘政治趋势的转变，其他国家也可能效仿。尽管如此，由于投资者需要处理大量信息，市场对此类事件的反应并不明显。在地缘政治超级周期中，欧洲在美国的安全和经济重置后感到越来越孤立，波兰的选举结果可能会对欧洲的整体安全决策产生重大影响。为了应对不断增加的地缘政治风险，我们需要维护法律和制度，并确保外交和国际机构的有效运作。

Deep Dive

Chapters
This chapter discusses the Ukraine conflict and its global implications, including the impact of drone technology, the Polish presidential election, and the role of diplomacy in the current geopolitical climate. Expert Tina Fordham introduces the concept of a 'geopolitics super cycle' and its implications for global risk and stability.
  • Ukraine launched a significant attack
  • Polish presidential election resulted in a nationalist win
  • Global geopolitical risks are accelerating
  • Diplomacy's role in resolving conflicts is discussed

Shownotes Transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF).Bloomberg Surveillance hosted by Tom Keene & David GuraJune 3nd, 2025Featuring:1) Tina Fordham, founder at Fordham Global Foresight, on how geopolitics are never 'going back to normal' 2) Chris Harvey, Chief US Equity Strategist at Wells Fargo, on markets. Stock futures are lower after the weekend brought more tariff drama, with China and the US accusing each other of violating a trade deal concluded just a few weeks ago. There’s also bearish comments on the dollar: Morgan Stanley expects the currency to slump 9% by mid-2026.3) Tom Porcelli, Chief US Economist at PGIM Fixed Income on how the Fed is on the sidelines, for now. But as economic activity slows this year, we expect the Fed will ease in H2.4) Evan Osnos, author and New Yorker staff writer, on his new book "The Haves and Have-Yachts"

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