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

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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