Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
March 20, 2025
Featuring:
• Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, reacts to Wednesday’s Federal Reserve rate decision and explains why he thinks it was Fed Chair Jay Powell’s finest performance; Powell downplayed growth concerns and the impact of President Donald Trump’s trade war, calling the inflationary effect of tariffs "transitory"
• Chris Mancini, Portfolio Manager at the Gabelli Gold Fund, breaks down the gold market after the precious metal hit a new record, in part due to projections of slower US growth and higher inflation this year from the Federal Reserve
• Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, discusses how investors should interpret the Trump administration’s tariff policies ahead of a fresh wave of tariffs that are set to take effect on April 2, as well as the prospects for tax cuts and a longer-term budget deal getting through Congress in the near-term
• Daniel Kurtz-Phelan, editor of Foreign Affairs, examines the reshaping of the global economic and geopolitical power structure in light of President Trump’s threats toward US allies and his pullback from global defense commitments; Dan also provides a pulse-check on the state of US-China relations
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