Risk Off Sentiment Prevails, Tariffs on Schedule, US-China Decoupling | Bloomberg Brief 02/25/2025

Описание: Equity futures stay on track for a fifth straight day of declines as President Trump insists tariffs on Canada and Mexico are set to go ahead . The White House also looked to tighten chip curbs on China, raising fears of a decoupling between the world's two largest economies. BlackRock's Wei Li remains overweight and optimistic on US equities. The impact of federal job cuts could create more than just a Washington mini-recession, according to Jack Caffrey of JPMorgan. The US wants an equal defense partner in Europe, where raising defense spending looks to be on the cards, according to former US Permanent Representative to NATO, Kay Bailey Hutchison. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.

Chapters:
00:00:00 - Intro
00:02:12 - First Look Movers
00:03:38 - Wei Li, BlackRock Global Chief Investment Strategist
00:10:18 - Trending on the Terminal
00:20:19 - Front Page News
00:23:22 - Jack Caffrey, JPMorgan Asset Management Portfolio Manager
00:31:23 - Trending on the Terminal
00:33:37 - Kay Bailey Hutchinson, Former United States Permanent Resident to NATO
00:42:30 - What to Watch
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