We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Equities Rise on Economic and Trade Optimism

Equities Rise on Economic and Trade Optimism

2025/5/28
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition

AI Deep Dive AI Chapters Transcript
People
C
Clark Geranen
V
Vis Nayar
Topics
Clark Geranen: 我认为市场对欧盟关税延期和消费者信心指数的积极反应并不意外,但投资者可能存在疲劳。我们担心滞胀的可能性,与贸易伙伴达成协议对避免滞胀和潜在衰退至关重要。鉴于通胀和失业率,我认为美联储目前没有降息的理由,可能不会降息。我们需要完成一些并购交易,才能更清晰地推动更多交易,这与TCGA的通过有关。本届政府的优先事项是关税和与各国达成协议,然后是企业税削减和行业放松管制。我们的投资策略是保持少于10%的国际投资,因为我们对美国市场持强烈乐观态度,不追逐回报。

Deep Dive

Shownotes Transcript

Wall Street kicked off the week with a rally in stocks as consumer confidence rebounded sharply while the US and the European Union sped up trade talks. A global surge in bonds also helped sentiment. We got reaction from Clark Geranen, Chief Market Strategist at CalBay Investments. Plus - Eastspring Investments just released their mid-year market outlook and said that they see greater upside potential for Asian and emerging markets as the dollar weakens and investors looking to diversify their portfolio. We speak to Vis Nayar, the Chief Investment Officer at Eastspring Investments.

See omnystudio.com/listener) for privacy information.