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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 18th, 2025
Featuring:
1) Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, talks about why she lowered her S&P call and talks about her outlook for US equities. Calvasina says the new estimate takes into account a drop in the US GDP target by the brokerage’s economics team. Still, the target represents a ~10% upside from the S&P 500’s Friday close.
2) Mike Green, Chief Investment Strategist at Simplify Asset Management, joins for an extended discussion on the equity market correction and whether it's time to lean into active management, consumer sentiment, and divesting from the US. Equity futures dropped after Treasury Secretary Scott Bessent dismissed recent declines as healthy, telling NBC News he’s not worried by the slump in US stocks, after about $5 trillion was wiped from the S&P 500’s value and the index tumbled into a correction.
3) Julia Coronado, founder and president at MacroPolicy Perspectives, talks about the potential for a slowdown in the US economy and outlook for markets amid tariff uncertainty. President Donald Trump announced that he would impose both broad reciprocal tariffs and additional sector-specific tariffs on April 2.
4) Julie Norman, professor at University College-London, discusses the US ramping up attacks on the Houthi rebels in Yemen as President Trump turns his focus to Putin and Ukraine. President Donald Trump ordered military attacks on Houthi militia sites in Yemen in response to maritime attacks on vessels sailing through the Suez Canal and southern Red Sea. It comes as Trump said he will speak with Russian President Vladimir Putin on Tuesday to discuss ending the fighting in Ukraine.
5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Disney's succession plan and kids using AI to cheat.

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