Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
March 5, 2025 (with guest co-host Jess Menton)
Featuring:
• Bob Michele, CIO at JPMorgan Asset Management, discusses the safety of bonds and fixed income investments, and the potential effect of President Donald Trump’s trade war on global markets
• Terry Haines, founder of Pangaea Policy, reacts to President Trump’s address to Congress and how it could ripple through markets, after the president defended his tariff plan, saying it would raise "trillions and trillions" of dollars in revenue and rebalance trading relationships, while also acknowledging potential short-term economic pain for Americans
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, provides a pulse check on the equity market in the wake of recent economic data that showed manufacturers are struggling with price pressures and uncertainty regarding tariffs, signaling a potential slowdown in US growth
• Regina Mayor, Global Head of Clients & Markets at KPMG International, examines the US energy market following President Trump’s "drill, baby, drill" edict to Congress
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Author: Bloomberg Television
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