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Tech Sells Off and Europe Pivots | Bloomberg Surveillance | March 6, 2025

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
March 6, 2025

Featuring:
• Steve Chiavarone, Senior Vice President and Head of Multi-Asset Solutions at Federated Hermes, explains why he remains constructive on the US economy and investment environment despite the policy uncertainty emanating from Washington

• Katharine Neiss, Chief European Economist for PGIM Fixed Income, reacts to the the European Central Bank’s latest interest rate cut and examines the potential economic impact of a sizable increase in fiscal spending from Western European powers

• Monica Defend, Head of the Amundi Investment Institute, offers her take on Germany’s spending initiative and discusses how tariffs could reshape the investing landscape in Europe

• Henrietta Treyz, co-founder and Director of Economic Policy Research at Veda Partners, breaks down the congressional impasse over a new Federal budget, tariffs, DOGE, and the likelihood of a government shutdown later this month
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How NASA’s Chief Plans to Bring Back the Moonwalk

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NASA Administrator Jared Isaacman sits down with Tim Stenovec to talk the US-China moon race, vying with SpaceX for top talent …

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Stablecoins Are Quietly Changing How the World Sends Money

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Every year, Filipinos working overseas send $35 billion back home — and a growing share of those transfers are being executed …

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Trump Arrives in China Facing New Economic Pressure at Home

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As President Donald Trump lands in Beijing for a summit with Xi Jinping, new economic data shows inflation in the US is on the rise. The producer price index rose 6% from a year ago. Bloomberg’s Annmarie Hordern is traveling with the president and reports from Beijing.
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India’s Top Jeweler Sees Brief Slowdown if Gold Buying Curbed

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Titan CFO, Ashok Sonthalia, says there could be a temporary slowdown in demand if the government implemented any measures …

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Food, Fuel and Rent Prices Accelerate Inflation | Bloomberg Businessweek Daily 5/12/2026

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Stuart Paul, Bloomberg Economics US & Canada economist, breaks down the latest core inflation print, as data shows the war in Iran pushing the cost of food and fuel higher. Then, Bloomberg’s chief Wall Street correspondent Sri Natarajan discusses comments by JPMorgan Chase CEO Jamie Dimon on the state of the markets and the global economy. Plus, Etoro CEO Yoni Assia talks his company’s development of AI tools to assist with investing. Finally, Siddharth Philip, Bloomberg chief aviation correspondent, on Boeing’s big bet the future as CEO Kelly Ortberg heads to China with President Trump.

Chapters:
00:00:00 – Bloomberg Businessweek
00:03:29 – Kevin Warsh Confirmed to Fed Board, Still Awaiting Vote on Chair Post
00:04:35 – US Inflation Accelerates as Gas, Rent and Food Prices Climb
00:06:43 – CPI Reports Not as Bad as Feared but Keeps Traders Wary
00:11:37 – CEO of JPMorgan Chase, Jamie Dimon says, ‘Too Much’ Exuberance in Market
00:13:26 – Trade Issues Between US and Europe
00:19:05 – Development of AI Tools to Assist with Investing
00:28:01 – Boeing Bets Comeback on Trump, China, and Elusive New Plane
00:33:14 – Boeing Banks Future on Successor to 737 Max Plane
——–
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