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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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Tech Rebounds; Trump Heads to China | Bloomberg Brief 5/13/2026

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Tech stocks bounces back ahead of PPI data. President Trump heads to China for his summit with President Xi. Neale Richmond, Ireland’s Minister of State for Diaspora and International Development, discusses the trade relationship between the US and Ireland. Cayla Seder of State Street discusses inflationary risks.

Chapters:
00:00:00 – Bloomberg Brief
00:00:52 – Global Market Check
00:03:33 – First Look Movers
00:11:10 – Trending on the Terminal
00:17:01 – Sensitive Moment for Ireland-US Economic Relationship
00:20:14 – Front Page News
00:22:58 – First Look Movers
00:27:02 – Cayla Seder, State Street Macro Multi-Asset Strategist
00:31:44 – Trending on the Terminal
00:41:00 – What to Watch
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Ed Yardeni Boosts S&P Target Amid ‘Unprecedented’ Earnings Expectations

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Edward Yardeni, president at Yardeni Research, examines “extraordinary” first-quarter earnings results as he boosts his year-end target for the S&P 500 to 8,250. He discusses the role of the consumer in driving economic resilience and says he’s “not getting freaked out” by the current level of bond yields.
——–
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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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