Business
Tariff Fears and Europe’s Nightmare | Bloomberg Surveillance | March 3, 2025
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
March 3, 2025
Featuring:
• Peter Trubowitz, professor at London School of Economics, discusses tariffs and geopolitics as President Donald Trump is planning to impose new levies on Canada, Mexico and China, just days after the US relationship with Ukraine was thrown into limbo amid a contentious Oval Office meeting with Ukrainian President Volodymyr Zelenskiy
• Jack Devine, founder and chairman of The Arkin Group and a US Central Intelligence Agency veteran, examines what President Trump’s seemingly isolationist leanings mean for the global power hierarchy. Ukrainian President Zelenskiy says he is willing to meet with President Trump again if invited. Zelenskiy signaled that Ukraine is ready to accept a natural resources deal with the US, while European leaders are trying to mend the rift between the two parties.
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, offers her outlook for stocks amid uncertain US growth and incoming tariffs. Markets are bracing for a looming March 4 tariff deadline, with potential levies of 25% on Canada and Mexico and an additional 10% on China.
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Trump’s overhaul of the US visa system for highly skilled immigrants is undergoing its first major test. If the $100,000 bar inspires foreign-born tech workers to leave the US…or not to come at all. Bloomberg’s Saritha Rai finds India is well positioned to benefit.
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SpaceX filed publicly for its initial public offering, moving Elon Musk’s rocket, satellite and artificial intelligence company a step closer to delivering the world’s biggest-ever debut. Ed Ludlow has more.
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Meta is expanding its smart-glasses lineup with its first camera-free models, support for the new Muse assistant and a new hearing-aid mode. And the new lightweight VR headset promises to reset the category, explains Mark Gurman.
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Protests over India’s voter roll overhaul are showing little sign of fading. Bloomberg’s Government Reporter Sudhi Ranjan Sen explains why the CJP and opposition parties are intensifying pressure on the Election Commission and what the demonstrations could mean for the government.
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Dec.16 — Boeing Co. will temporarily halt production of the grounded 737 Max in January, the Wall Street Journal has reported. Bloomberg Intelligence’s George Ferguson discusses the pause on “What’d You Miss?”
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