Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
March 24th, 2025
Featuring:
1) Joe Lavorgna, Chief Economist at SMBC Nikko Securities and former Trump economic advisor, on why he believes Trump’s tariff initiatives will ultimately prove bullish for the US economy, won’t be inflationary, and could usher in a new economic "Golden Age" in the US.
2) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins for an extended discussion on fears of a US recession and the outlook for equities.
3) Henrietta Treyz, co-founder at Veda Partners, on the latest DC headlines and Congress’ role in US trade policy amid looming tariffs and updates on negotiations over the war in Ukraine.
4) Stephen Trent, Analyst at Citi, discusses the outlook for individual US airlines in 2025 after recent poor guidance. American Airlines and Delta Air Lines have slashed their financial forecasts, citing a rapid reversal of demand trends and a broad weakness in consumer spending.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including young investors’ favorite retirement vehicle and the advantage Duke has in the NCAA tournament.
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