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cover of episode Bloomberg Surveillance TV: June 4, 2025

Bloomberg Surveillance TV: June 4, 2025

2025/6/4
logo of podcast Bloomberg Surveillance

Bloomberg Surveillance
AI Deep Dive AI Chapters Transcript
People
J
Jim Caron
K
Kate Moore
M
Molly Brooks
W
Wendy Schiller
Topics
Kate Moore: 我认为市场对近期关税壁垒的缓解感到欣慰，但由于不确定性依然存在，企业管理团队在贸易规则进一步明确之前，会抵制大规模的资本支出和招聘计划。公司在投资决策上会等待更清晰的利润前景，因为我希望更清楚地了解我的利润情况。我认为这是一个谨慎的做法。现在就断言美元霸权终结还为时过早，因为目前还没有可行的替代方案。值得关注的是，如果各国政府、决策者和投资界开始认真考虑其他货币替代品，并逐步调整自身定位，可能会产生重大影响。许多亚洲的大客户都在寻求对冲美元风险的方法。鉴于税收讨论以及赤字问题，全球投资者有理由重新评估其投资组合，并质疑是否应该将如此多的固定收益配置投资于美国债券。目前不倾向于购买长期债券，因为收益率不够吸引人，且对税收政策存在担忧。即使没有互惠关税，行业关税也会对经济增长产生负面影响。即使总体数据看起来不错，但去年年底和今年年初，消费者和部分消费群体已经显示出压力。我不会在此次反弹中增加大量股票风险，但大型股将是美国市场中更好的选择。

Deep Dive

Chapters
Experts discuss the impact of trade tensions and tariffs on the US economy and corporate investment decisions in 2025. Concerns about the dollar's dominance and the possibility of multiple rate cuts are also addressed. The overall outlook is cautious, with some suggesting a potential slowdown.
  • Trade tensions and tariffs create uncertainty for corporations, impacting investment and hiring plans.
  • The dollar's value is debated, with some suggesting a potential decline.
  • Concerns exist about the US economy slowing down, even before the introduction of tariffs.

Shownotes Transcript

  • Kate Moore, CIO at Citi Wealth- Wendy Schiller, professor at Brown University- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management- Molly Brooks, US Rates Strategist at TD SecuritiesKate Moore, CIO at Citi Wealth, offers her outlook for equities in 2025 as trade tensions heighten while good jobs data reinforces a rally. Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, discusses continued warning signs about the US economy coming from the bond market and talks about how momentum factors into investment strategies. Wendy Schiller, professor at Brown University, talks about the latest trade tensions with China and other priorities of the Trump administration. Molly Brooks, US Rates Strategist at TD Securities, talks about whether the US could see multiple rate cuts by the end of 2025.

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