Heathrow Fire | Bloomberg Surveillance | March 21, 2025
March 21, 2025
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2:31:23Now PlayingHeathrow Fire | Bloomberg Surveillance | March 21, 2025
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as posted by the channelBloomberg Surveillance hosted by Tom Keene and Paul Sweeney
March 21, 2025 (with guest co-host Damian Sassower)
Featuring:
• Karen Manna, Investment Director of Fixed Income at Federated Hermes, examines how headline risk has been impacting the fixed income market and why investors would be well served to stay in shorter-duration, higher-quality and more liquid assets
• Rema Serafi, Vice Chair of Tax at KPMG US, explains the "Tax Trifecta" that could impact taxpayers as the federal filing deadline for individual returns approaches; Republicans are aiming to pass a sweeping tax bill this year, which would include a renewal of President Donald Trump's 2017 tax cuts and the implementation of additional cuts
• Alisa Rusanoff, CEO at Eltech and Head of Credit at Crescendo Asset Management, provides a pulse-check on global supply chains and trade gaps amid the growing threats of US tariffs; Investors are facing an uncertain outlook for the global economy, with President Trump planning to impose addition levies on April 2
• Jennifer Lawless, professor of politics and public policy at the University of Virginia, reacts to the New York Times report of Elon Musk being given access to secret US plans for a potential war with China, which the White House denies; Professor Lawless also explains the ripple effects of the president's order to begin dismantling the Department of Education
• Cathy Hepworth, Head of Emerging Markets Debt at PGIM Fixed Income, offers her take on opportunities and risks within emerging markets as uncertainty surrounding US economic policy grows, and on the near-term future of the nation's monetary policy after the Federal Reserve indicated it sees room to cut interest rates this year
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